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
$903M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$2.12M
3
+$1.08M
4
TROW icon
T. Rowe Price
TROW
+$963K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$891K

Top Sells

1
+$1.33M
2
+$907K
3
+$877K
4
BMY icon
Bristol-Myers Squibb
BMY
+$858K
5
LLY icon
Eli Lilly
LLY
+$836K

Sector Composition

1 Technology 6.76%
2 Healthcare 5.97%
3 Consumer Staples 4.99%
4 Energy 4.82%
5 Industrials 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$345K 0.04%
6,178
+204
202
$343K 0.04%
22,951
+995
203
$343K 0.04%
18,978
+792
204
$340K 0.04%
17,812
+192
205
$340K 0.04%
7,119
-534
206
$340K 0.04%
13,896
+700
207
$332K 0.04%
2,778
-1,573
208
$325K 0.04%
+5,568
209
$324K 0.04%
4,687
-12,090
210
$322K 0.04%
2,635
211
$322K 0.04%
9,581
+226
212
$320K 0.04%
9,479
-640
213
$317K 0.04%
3,194
+74
214
$311K 0.03%
7,576
-4,218
215
$310K 0.03%
2,900
216
$304K 0.03%
+30,200
217
$301K 0.03%
7,825
+400
218
$299K 0.03%
2,877
-200
219
$298K 0.03%
+20,404
220
$297K 0.03%
16,299
+77
221
$290K 0.03%
14,615
-165
222
$287K 0.03%
+5,640
223
$286K 0.03%
3,633
-74
224
$283K 0.03%
2,170
+189
225
$282K 0.03%
17,548
-2,891
7 8
9
10 11