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
HQY icon
376
HealthEquity
HQY
$7.29B
$471K 0.02%
5,137
+841
BJ icon
377
BJs Wholesale Club
BJ
$12.2B
$467K 0.02%
5,192
+71
STT icon
378
State Street
STT
$35.8B
$463K 0.02%
3,587
-561
LULU icon
379
lululemon athletica
LULU
$23.7B
$461K 0.02%
2,216
+576
NVO icon
380
Novo Nordisk
NVO
$277B
$460K 0.02%
9,045
+964
ET icon
381
Energy Transfer Partners
ET
$59.6B
$457K 0.02%
27,719
-1,253
BMY icon
382
Bristol-Myers Squibb
BMY
$112B
$456K 0.02%
8,453
-3,978
IAU icon
383
iShares Gold Trust
IAU
$72.4B
$454K 0.02%
5,595
PKG icon
384
Packaging Corp of America
PKG
$19.9B
$448K 0.02%
2,171
-1,173
MC icon
385
Moelis & Co
MC
$5.74B
$446K 0.02%
6,481
-197
IWN icon
386
iShares Russell 2000 Value ETF
IWN
$12.8B
$440K 0.02%
2,426
+802
CPAY icon
387
Corpay
CPAY
$22.4B
$432K 0.01%
1,437
-288
EW icon
388
Edwards Lifesciences
EW
$48.9B
$428K 0.01%
5,026
-54
TECH icon
389
Bio-Techne
TECH
$10.7B
$427K 0.01%
7,265
-581
VRTX icon
390
Vertex Pharmaceuticals
VRTX
$112B
$420K 0.01%
927
-97
TTI icon
391
TETRA Technologies
TTI
$1.55B
$413K 0.01%
44,054
+8,558
CVNA icon
392
Carvana
CVNA
$62.7B
$412K 0.01%
977
+59
RSPT icon
393
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.11B
$410K 0.01%
+9,000
IVE icon
394
iShares S&P 500 Value ETF
IVE
$49.1B
$410K 0.01%
1,931
-146
UAL icon
395
United Airlines
UAL
$36.7B
$407K 0.01%
3,639
+114
TPR icon
396
Tapestry
TPR
$26.7B
$405K 0.01%
3,166
+87
ZBRA icon
397
Zebra Technologies
ZBRA
$12.7B
$403K 0.01%
1,659
-918
AMT icon
398
American Tower
AMT
$85.9B
$403K 0.01%
2,293
-2,029
IWS icon
399
iShares Russell Mid-Cap Value ETF
IWS
$14.9B
$400K 0.01%
2,839
IJS icon
400
iShares S&P Small-Cap 600 Value ETF
IJS
$7.51B
$400K 0.01%
3,518
14 15
16
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