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
201
$405K 0.03%
10,929
+272
202
$405K 0.03%
5,909
203
$394K 0.03%
2,125
-579
204
$391K 0.03%
7,574
+2,626
205
$391K 0.03%
2,860
-1,140
206
$391K 0.03%
2,942
-1,069
207
$390K 0.03%
2,217
208
$386K 0.03%
7,996
-688
209
$385K 0.03%
9,403
-3,246
210
$382K 0.03%
9,900
211
$381K 0.03%
12,305
-2,727
212
$378K 0.03%
8,133
-2,421
213
$357K 0.03%
16,025
-5,144
214
$356K 0.02%
2,781
-731
215
$355K 0.02%
4,620
-806
216
$352K 0.02%
1,246
+40
217
$344K 0.02%
476
-10
218
$337K 0.02%
1,263
+12
219
$333K 0.02%
+1,951
220
$331K 0.02%
4,048
-2,290
221
$330K 0.02%
19,511
-4,959
222
$327K 0.02%
4,558
+691
223
$322K 0.02%
+6,116
224
$316K 0.02%
1,281
-29
225
$314K 0.02%
3,335
7 8
9
10 11