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
$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
376
$201K 0.01%
4,700
-300
377
$201K 0.01%
+2,993
378
$201K 0.01%
2,140
-168
379
$201K 0.01%
3,489
-31
380
$200K 0.01%
2,532
+880
381
$169K 0.01%
+30,222
382
$88K ﹤0.01%
10,779
383
$85K ﹤0.01%
+4,387
384
$69K ﹤0.01%
18,359
-2,149
385
$22K ﹤0.01%
2,981
+503
386
– –
-4,125
387
– –
-2,455
388
– –
-1,915
389
– –
-5,224
390
– –
-3,278
391
– –
-4,567
392
– –
-3,181
393
– –
-2,046
394
– –
-8,605
395
– –
-3,607
396
– –
-5,784
397
– –
-2,304
398
– –
-10,895
399
– –
-1,531
400
– –
-2,362
14 15
16
17 18