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
301
$299K 0.02%
4,651
+406
302
$298K 0.02%
2,965
+975
303
$292K 0.02%
2,047
+359
304
$289K 0.02%
1,434
+45
305
$289K 0.02%
952
-33
306
$286K 0.02%
4,738
307
$285K 0.02%
3,579
-150
308
$284K 0.02%
1,919
-471
309
$283K 0.02%
2,225
310
$282K 0.02%
2,559
-563
311
$280K 0.02%
2,978
+13
312
$279K 0.02%
7,999
+846
313
$278K 0.02%
3,112
-33
314
$276K 0.02%
2,682
+418
315
$276K 0.02%
2,741
+122
316
$276K 0.02%
1,303
-131
317
$275K 0.02%
576
-21
318
$275K 0.02%
1,312
+57
319
$273K 0.02%
600
-59
320
$271K 0.02%
5,761
+3,326
321
$271K 0.02%
5,909
-205
322
$267K 0.01%
7,466
+24
323
$267K 0.01%
5,708
-2
324
$266K 0.01%
831
325
$265K 0.01%
4,015
-702
11 12
13
14 15