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
LOGI icon
301
Logitech
LOGI
$14B
$670K 0.02%
6,688
-26
AME icon
302
Ametek
AME
$49.6B
$670K 0.02%
3,261
+398
RDNT icon
303
RadNet
RDNT
$5.49B
$667K 0.02%
9,350
+2,081
TTWO icon
304
Take-Two Interactive
TTWO
$44.4B
$666K 0.02%
2,601
+92
IDA icon
305
Idacorp
IDA
$7.28B
$662K 0.02%
5,229
+489
FANG icon
306
Diamondback Energy
FANG
$43.3B
$661K 0.02%
4,400
+78
XLE icon
307
State Street Energy Select Sector SPDR ETF
XLE
$29.2B
$660K 0.02%
14,770
-2,886
TXT icon
308
Textron
TXT
$16.6B
$658K 0.02%
7,549
+86
AON icon
309
Aon
AON
$73.9B
$655K 0.02%
1,856
+72
CBU icon
310
Community Bank
CBU
$3.25B
$650K 0.02%
11,323
+358
PGR icon
311
Progressive
PGR
$119B
$650K 0.02%
2,854
-25
OMF icon
312
OneMain Financial
OMF
$7.7B
$645K 0.02%
9,544
-212
KD icon
313
Kyndryl
KD
$5.76B
$644K 0.02%
24,233
-136
TER icon
314
Teradyne
TER
$35.7B
$633K 0.02%
3,268
+655
ADP icon
315
Automatic Data Processing
ADP
$105B
$630K 0.02%
2,449
+90
ASO icon
316
Academy Sports + Outdoors
ASO
$3.91B
$627K 0.02%
12,546
+1,435
MKSI icon
317
MKS Inc
MKSI
$13.7B
$626K 0.02%
3,918
-253
CL icon
318
Colgate-Palmolive
CL
$68.1B
$625K 0.02%
7,913
+4,180
DECK icon
319
Deckers Outdoor
DECK
$14.7B
$622K 0.02%
5,995
-2,620
WDAY icon
320
Workday
WDAY
$49.1B
$617K 0.02%
2,873
-58
SHOP icon
321
Shopify
SHOP
$203B
$615K 0.02%
3,821
+94
ITT icon
322
ITT
ITT
$15.8B
$614K 0.02%
3,536
+113
INTC icon
323
Intel
INTC
$224B
$612K 0.02%
16,594
+745
CWI icon
324
SPDR MSCI ACWI ex-US ETF
CWI
$2.44B
$611K 0.02%
17,000
LH icon
325
Labcorp
LH
$22.5B
$610K 0.02%
2,432
+1,481
11 12
13
14 15