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
351
$227K 0.01%
3,168
+299
352
$226K 0.01%
1,712
+22
353
$225K 0.01%
4,004
-589
354
$225K 0.01%
1,198
-597
355
$224K 0.01%
2,006
-82
356
$224K 0.01%
+799
357
$224K 0.01%
1,133
-43
358
$223K 0.01%
2,409
-80
359
$221K 0.01%
3,948
-98
360
$219K 0.01%
2,867
-1,171
361
$219K 0.01%
9,665
-6,150
362
$218K 0.01%
9,834
-674
363
$217K 0.01%
2,350
364
$217K 0.01%
+4,145
365
$216K 0.01%
2,405
-67
366
$216K 0.01%
3,720
-336
367
$214K 0.01%
+2,406
368
$214K 0.01%
1,889
+8
369
$213K 0.01%
5,167
-185
370
$212K 0.01%
3,730
-519
371
$212K 0.01%
+9,428
372
$211K 0.01%
+10,125
373
$208K 0.01%
+549
374
$208K 0.01%
2,042
375
$202K 0.01%
6,570
-600
13 14
15
16 17