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
276
$346K 0.02%
5,599
+631
277
$344K 0.02%
2,489
-88
278
$344K 0.02%
3,717
-105
279
$339K 0.02%
9,072
-307
280
$333K 0.02%
3,648
-114
281
$333K 0.02%
4,532
-102
282
$332K 0.02%
3,531
-351
283
$332K 0.02%
1,128
+109
284
$329K 0.02%
11,125
-855
285
$322K 0.02%
2,747
+898
286
$320K 0.02%
+2,624
287
$319K 0.02%
1,530
-43
288
$316K 0.02%
8,170
-580
289
$315K 0.02%
18,987
+40
290
$315K 0.02%
5,165
-137
291
$314K 0.02%
10,106
+78
292
$313K 0.02%
1,804
+464
293
$313K 0.02%
4,430
+19
294
$311K 0.02%
4,695
-91
295
$310K 0.02%
9,849
-934
296
$308K 0.02%
2,514
+206
297
$304K 0.02%
8,507
-2,398
298
$304K 0.02%
1,365
299
$302K 0.02%
5,851
-641
300
$302K 0.02%
5,975
+1,099
10 11
12
13 14