FB
Fulton Bank Portfolio holdings
AUM
$2.71B
This Quarter Return
+1.1%
1 Year Return
+9.82%
3 Year Return
+34.66%
5 Year Return
+52.43%
10 Year Return
+88.64%
AUM
$1.44B
AUM Growth
+$1.44B
(+1.1%)
Cap. Flow
+$791K
Cap. Flow
% of AUM
0.05%
Top 10 Holdings %
Top 10 Hldgs %
30.4%
Holding
470
New
36
Increased
160
Reduced
210
Closed
29
Top Buys
| 1 |
Pfizer
PFE
|
$797K |
| 2 |
Kraft Heinz
KHC
|
$790K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$586K |
| 4 |
iShares S&P 100 ETF
OEF
|
$583K |
| 5 |
Philip Morris
PM
|
$506K |
Top Sells
| 1 |
Apple
AAPL
|
$2.18M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
$1.8M |
| 3 |
Merck
MRK
|
$1.74M |
| 4 |
BCE
BCE
|
$754K |
| 5 |
AbbVie
ABBV
|
$706K |
Sector Composition
| 1 | Financials | 6.31% |
| 2 | Technology | 5.58% |
| 3 | Healthcare | 4.13% |
| 4 | Communication Services | 3.44% |
| 5 | Consumer Discretionary | 2.97% |
