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
326
$264K 0.01%
1,103
-12
327
$261K 0.01%
2,297
-1,413
328
$258K 0.01%
4,159
+189
329
$256K 0.01%
+6,204
330
$256K 0.01%
2,705
-25
331
$256K 0.01%
3,237
+340
332
$256K 0.01%
3,019
-69
333
$249K 0.01%
2,472
-53
334
$245K 0.01%
10,432
-8
335
$243K 0.01%
3,472
+517
336
$243K 0.01%
2,249
-107
337
$243K 0.01%
14,870
-930
338
$242K 0.01%
864
-76
339
$241K 0.01%
12,660
+460
340
$237K 0.01%
361
-30
341
$235K 0.01%
491
+7
342
$232K 0.01%
+1,484
343
$231K 0.01%
+3,538
344
$230K 0.01%
4,622
+180
345
$230K 0.01%
9,506
346
$230K 0.01%
1,686
347
$230K 0.01%
5,523
+70
348
$229K 0.01%
1,417
+10
349
$228K 0.01%
2,864
-86
350
$227K 0.01%
459
-16
12 13
14
15 16