FB

Fulton Bank Portfolio holdings

AUM $2.71B
1-Year Est. Return 9.82%
This Quarter Est. Return
1 Year Est. Return
+9.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.43B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$717K
3
+$693K
4
DD icon
DuPont de Nemours
DD
+$678K
5
UPS icon
United Parcel Service
UPS
+$553K

Top Sells

1
+$2.76M
2
+$2.13M
3
+$1.37M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$915K
5
MO icon
Altria Group
MO
+$915K

Sector Composition

1 Financials 6%
2 Technology 5.79%
3 Healthcare 4.2%
4 Consumer Staples 3.31%
5 Communication Services 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$568K 0.04%
7,576
177
$558K 0.04%
10,368
178
$542K 0.04%
+10,862
179
$541K 0.04%
5,490
-61
180
$527K 0.04%
5,893
-1,592
181
$520K 0.04%
3,843
+24
182
$485K 0.03%
25,124
-274
183
$484K 0.03%
7,057
184
$465K 0.03%
2,366
185
$463K 0.03%
2,555
-32
186
$456K 0.03%
17,095
+2,653
187
$445K 0.03%
1,481
-56
188
$442K 0.03%
10,406
-244
189
$441K 0.03%
5,421
-25
190
$439K 0.03%
10,341
+2,965
191
$435K 0.03%
3,437
-818
192
$435K 0.03%
9,345
+1,369
193
$434K 0.03%
2,200
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194
$429K 0.03%
4,855
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195
$423K 0.03%
7,066
-10,082
196
$420K 0.03%
4,875
-771
197
$411K 0.03%
5,108
+912
198
$410K 0.03%
4,068
+38
199
$408K 0.03%
19,947
-25,525
200
$406K 0.03%
5,041
+454
6 7
8
9 10