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
1
$18.5M 2.05%
671,492
+6,928
2
$16.8M 1.86%
160,752
+20,292
3
$11.6M 1.28%
120,852
+37,237
4
$10.3M 1.14%
111,512
-1,042
5
$8.08M 0.89%
77,231
-7,236
6
$7.96M 0.88%
87,343
-1,204
7
$6.85M 0.76%
147,435
-493
8
$6.07M 0.67%
112,090
-108
9
$6.07M 0.67%
64,722
-676
10
$5.96M 0.66%
80,156
+1,272
11
$5.78M 0.64%
227,887
-20
12
$5.6M 0.62%
113,578
-9,386
13
$5.55M 0.61%
58,919
-1,146
14
$5.4M 0.6%
127,822
+3,210
15
$5.35M 0.59%
63,150
+1,651
16
$5.27M 0.58%
34,356
+1,271
17
$5.23M 0.58%
144,213
+681
18
$5.13M 0.57%
42,319
+72
19
$5.12M 0.57%
178,785
+2,643
20
$5.09M 0.56%
73,746
-3,432
21
$4.7M 0.52%
100,398
-2,145
22
$4.21M 0.47%
122,710
-136
23
$4.07M 0.45%
36,315
+4,325
24
$4.03M 0.45%
135,444
-23,144
25
$4.02M 0.45%
42,204
+508
1
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