FB

Fulton Bank Portfolio holdings

AUM $2.86B
1-Year Est. Return 11.4%
This Quarter Est. Return
1 Year Est. Return
+11.4%
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
251
$419K 0.02%
1,496
-442
252
$412K 0.02%
9,097
+289
253
$409K 0.02%
1
254
$409K 0.02%
5,105
+90
255
$408K 0.02%
2,037
-39
256
$407K 0.02%
2,993
+1,443
257
$407K 0.02%
4,973
+249
258
$404K 0.02%
15,401
-188
259
$402K 0.02%
7,240
-699
260
$402K 0.02%
6,152
-170
261
$400K 0.02%
6,863
-343
262
$397K 0.02%
+4,060
263
$396K 0.02%
11,079
-777
264
$382K 0.02%
2,461
-247
265
$381K 0.02%
6,892
-1,510
266
$380K 0.02%
3,062
+41
267
$380K 0.02%
2,454
+349
268
$371K 0.02%
1,056
-14
269
$371K 0.02%
1,101
+34
270
$370K 0.02%
9,436
+315
271
$365K 0.02%
5,168
-439
272
$359K 0.02%
+3,338
273
$356K 0.02%
+8,210
274
$354K 0.02%
2,218
275
$349K 0.02%
12,399
+1,249
9 10
11
12 13