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
$1.26B
AUM Growth
-$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.7M
3
+$2.47M
4
CI icon
Cigna
CI
+$1.15M
5
ABBV icon
AbbVie
ABBV
+$1.12M

Top Sells

1
+$2.35M
2
+$1.91M
3
+$1.17M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.05M
5
AMZN icon
Amazon
AMZN
+$945K

Sector Composition

1 Financials 6.71%
2 Technology 5.54%
3 Healthcare 4.73%
4 Consumer Staples 3.22%
5 Communication Services 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.4M 2.42%
1,965,616
-4,442
2
$19.2M 1.53%
488,104
-9,264
3
$16.2M 1.29%
123,684
+1,743
4
$14.4M 1.15%
142,137
-3,998
5
$13.5M 1.07%
121,165
+5,825
6
$8.33M 0.66%
64,579
-1,007
7
$7.71M 0.61%
58,830
+4,058
8
$7.35M 0.59%
107,799
-2,610
9
$6.83M 0.54%
121,537
-7,695
10
$6.71M 0.53%
89,340
-12,580
11
$6.35M 0.51%
48,137
-494
12
$6.14M 0.49%
66,654
+12,135
13
$6.09M 0.48%
130,974
+58,114
14
$5.91M 0.47%
54,314
-2,184
15
$5.81M 0.46%
98,896
+41,966
16
$5.39M 0.43%
58,657
+8,286
17
$5.36M 0.43%
113,237
-7,867
18
$5.15M 0.41%
52,767
-1,461
19
$5.08M 0.4%
97,180
-12,860
20
$4.85M 0.39%
98,281
-663
21
$4.69M 0.37%
217,716
-8,945
22
$4.65M 0.37%
26,178
-2
23
$4.56M 0.36%
32,890
+3,560
24
$4.33M 0.35%
21,222
-112
25
$4.27M 0.34%
109,241
+73,783
1
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