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
1
$30.5M 2.13%
1,967,763
+2,147
2
$23.3M 1.63%
491,404
+3,300
3
$16.6M 1.16%
109,633
-14,051
4
$16.3M 1.14%
138,506
-3,631
5
$14.1M 0.99%
114,017
-7,148
6
$10M 0.7%
60,105
+1,275
7
$8.75M 0.61%
62,614
-1,965
8
$8.34M 0.58%
103,245
-4,554
9
$8.09M 0.57%
90,900
+1,560
10
$7.32M 0.51%
46,866
-1,271
11
$6.92M 0.48%
128,365
-2,609
12
$6.59M 0.46%
53,511
-803
13
$6.25M 0.44%
106,220
+9,040
14
$6.04M 0.42%
58,052
-605
15
$5.9M 0.41%
73,211
+6,557
16
$5.82M 0.41%
98,418
-23,119
17
$5.5M 0.39%
84,790
-14,106
18
$5.41M 0.38%
100,110
+8,604
19
$5.34M 0.37%
113,914
+677
20
$5.21M 0.36%
33,090
+200
21
$5.07M 0.36%
214,131
-3,585
22
$4.99M 0.35%
93,716
+538
23
$4.97M 0.35%
49,073
-3,694
24
$4.96M 0.35%
26,100
-78
25
$4.88M 0.34%
90,805
-128
1
2 3 4 5