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
$2.89B
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
709
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$4.46M
3
+$3.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.41M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.72M

Top Sells

1
+$10.3M
2
+$4.36M
3
+$2.69M
4
APH icon
Amphenol
APH
+$1.54M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$1.4M

Sector Composition

1 Technology 12.32%
2 Financials 5.48%
3 Communication Services 4.01%
4 Consumer Discretionary 3.81%
5 Healthcare 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RKLB icon
276
Rocket Lab Corp
RKLB
$51.4B
$755K 0.03%
10,820
NSC icon
277
Norfolk Southern
NSC
$65.2B
$754K 0.03%
2,611
-1,211
DASH icon
278
DoorDash
DASH
$88.5B
$741K 0.03%
3,273
+251
RL icon
279
Ralph Lauren
RL
$22B
$737K 0.03%
2,084
-120
HOOD icon
280
Robinhood
HOOD
$97.8B
$736K 0.03%
6,510
+472
SPOT icon
281
Spotify
SPOT
$104B
$732K 0.03%
1,261
-18
CB icon
282
Chubb
CB
$118B
$729K 0.03%
2,335
+92
DGX icon
283
Quest Diagnostics
DGX
$21.1B
$725K 0.03%
4,180
+68
SCHD icon
284
Schwab US Dividend Equity ETF
SCHD
$75.7B
$724K 0.03%
26,394
+7,770
SYY icon
285
Sysco
SYY
$37.7B
$716K 0.02%
9,717
-1,045
IWO icon
286
iShares Russell 2000 Growth ETF
IWO
$14.2B
$714K 0.02%
2,212
-38
WMB icon
287
Williams Companies
WMB
$75.2B
$707K 0.02%
11,768
-11,343
FEZ icon
288
SPDR Euro Stoxx 50 ETF
FEZ
$5.32B
$706K 0.02%
10,960
-2,280
SPYG icon
289
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$45.6B
$705K 0.02%
+6,607
CHRW icon
290
C.H. Robinson
CHRW
$20.8B
$700K 0.02%
4,357
+1,007
PH icon
291
Parker-Hannifin
PH
$119B
$700K 0.02%
796
+176
ENTG icon
292
Entegris
ENTG
$17.8B
$698K 0.02%
8,280
-845
LYV icon
293
Live Nation Entertainment
LYV
$33.5B
$697K 0.02%
4,894
+263
NOC icon
294
Northrop Grumman
NOC
$95.2B
$696K 0.02%
1,220
+12
YETI icon
295
Yeti Holdings
YETI
$3.95B
$687K 0.02%
15,553
+333
GEV icon
296
GE Vernova
GEV
$185B
$686K 0.02%
1,049
+136
LIN icon
297
Linde
LIN
$205B
$683K 0.02%
1,602
-116
IVW icon
298
iShares S&P 500 Growth ETF
IVW
$66.8B
$682K 0.02%
5,534
-447
UPS icon
299
United Parcel Service
UPS
$90.7B
$681K 0.02%
6,865
-2,486
MRSH
300
Marsh
MRSH
$89.4B
$677K 0.02%
3,647
+377
10 11
12
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