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
ADI icon
351
Analog Devices
ADI
$147B
$520K 0.02%
1,917
+69
PSX icon
352
Phillips 66
PSX
$55.7B
$517K 0.02%
4,010
+59
TWLO icon
353
Twilio
TWLO
$18.1B
$516K 0.02%
3,631
+1,596
JKHY icon
354
Jack Henry & Associates
JKHY
$13.8B
$516K 0.02%
2,829
+399
STE icon
355
Steris
STE
$26.4B
$516K 0.02%
2,036
+98
YORW icon
356
York Water
YORW
$490M
$512K 0.02%
16,092
DBRG icon
357
DigitalBridge
DBRG
$2.81B
$512K 0.02%
33,396
-2,718
VHT icon
358
Vanguard Health Care ETF
VHT
$17.4B
$510K 0.02%
1,771
+895
MGNI icon
359
Magnite
MGNI
$2.07B
$510K 0.02%
31,395
-242
VONE icon
360
Vanguard Russell 1000 ETF
VONE
$7.52B
$509K 0.02%
1,646
VTV icon
361
Vanguard Value ETF
VTV
$164B
$503K 0.02%
2,636
VOE icon
362
Vanguard Mid-Cap Value ETF
VOE
$21.1B
$501K 0.02%
2,824
-50
CNP icon
363
CenterPoint Energy
CNP
$25.9B
$500K 0.02%
13,048
+539
SDY icon
364
State Street SPDR S&P Dividend ETF
SDY
$20.8B
$499K 0.02%
3,589
ARES icon
365
Ares Management
ARES
$37.4B
$499K 0.02%
3,089
-15
FNB icon
366
FNB Corp
FNB
$6.22B
$499K 0.02%
29,183
-4,829
SCHV icon
367
Schwab US Large-Cap Value ETF
SCHV
$14.9B
$497K 0.02%
+16,779
MNDY icon
368
monday.com
MNDY
$6.53B
$495K 0.02%
3,356
-180
RSG icon
369
Republic Services
RSG
$65.3B
$488K 0.02%
2,303
+28
WST icon
370
West Pharmaceutical
WST
$18.7B
$487K 0.02%
1,770
+316
CWEN icon
371
Clearway Energy Class C
CWEN
$4.31B
$483K 0.02%
14,529
+761
CYBR icon
372
CyberArk
CYBR
$22.9B
$483K 0.02%
1,082
-158
NKE icon
373
Nike
NKE
$95.3B
$481K 0.02%
7,552
-668
SNPS icon
374
Synopsys
SNPS
$98.8B
$481K 0.02%
1,023
-523
EOG icon
375
EOG Resources
EOG
$57.1B
$471K 0.02%
4,484
-502
13 14
15
16 17