FB

Fulton Bank Portfolio holdings

AUM $2.89B
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.8B
AUM Growth
-$343M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.21M
3
+$949K
4
VZ icon
Verizon
VZ
+$947K
5
TTE icon
TotalEnergies
TTE
+$916K

Top Sells

1
+$1.94M
2
+$1.71M
3
+$1.53M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.29M
5
XOM icon
Exxon Mobil
XOM
+$1.27M

Sector Composition

1 Technology 8.09%
2 Financials 5.5%
3 Healthcare 5.47%
4 Consumer Discretionary 3.66%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$511K 0.03%
19,834
+2,893
227
$511K 0.03%
9,040
-705
228
$507K 0.03%
14,320
+597
229
$503K 0.03%
14,473
+7,478
230
$498K 0.03%
4,103
-125
231
$497K 0.03%
15,115
232
$490K 0.03%
2,739
-116
233
$490K 0.03%
2,291
+341
234
$490K 0.03%
1,015
+14
235
$477K 0.03%
5,796
-444
236
$476K 0.03%
5,171
+1,977
237
$473K 0.03%
2,252
-24
238
$466K 0.03%
9,497
+129
239
$457K 0.03%
2,106
-141
240
$448K 0.03%
4,257
241
$445K 0.02%
3,302
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242
$444K 0.02%
4,669
-93
243
$444K 0.02%
15,494
+605
244
$443K 0.02%
11,478
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245
$439K 0.02%
5,842
-432
246
$437K 0.02%
3,753
-27
247
$435K 0.02%
4,968
-21
248
$435K 0.02%
6,408
-634
249
$432K 0.02%
3,303
-50
250
$424K 0.02%
7,107
-715
8 9
10
11 12