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
$2.86B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$4.11M
3
+$2.43M
4
STLD icon
Steel Dynamics
STLD
+$1.16M
5
STRL icon
Sterling Infrastructure
STRL
+$1.08M

Top Sells

1
+$5.56M
2
+$2.3M
3
+$1.86M
4
ORCL icon
Oracle
ORCL
+$1.6M
5
CVX icon
Chevron
CVX
+$1.38M

Sector Composition

1 Technology 12.02%
2 Financials 5.66%
3 Communication Services 4.1%
4 Consumer Discretionary 4.05%
5 Healthcare 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WST icon
401
West Pharmaceutical
WST
$20.3B
$381K 0.01%
1,454
+57
LDOS icon
402
Leidos
LDOS
$24.7B
$377K 0.01%
1,994
-90
PFF icon
403
iShares Preferred and Income Securities ETF
PFF
$14.2B
$374K 0.01%
11,827
ACWI icon
404
iShares MSCI ACWI ETF
ACWI
$24.4B
$371K 0.01%
2,686
RSP icon
405
Invesco S&P 500 Equal Weight ETF
RSP
$74.7B
$370K 0.01%
1,950
+11
GRMN icon
406
Garmin
GRMN
$38.9B
$368K 0.01%
1,496
-387
DOX icon
407
Amdocs
DOX
$8.35B
$368K 0.01%
4,484
+81
MTCH icon
408
Match Group
MTCH
$7.97B
$365K 0.01%
10,334
-82
JKHY icon
409
Jack Henry & Associates
JKHY
$13B
$362K 0.01%
2,430
+117
TER icon
410
Teradyne
TER
$31.2B
$360K 0.01%
2,613
-109
SPG icon
411
Simon Property Group
SPG
$59.8B
$359K 0.01%
1,915
-120
BAH icon
412
Booz Allen Hamilton
BAH
$10.7B
$358K 0.01%
3,580
+39
HAS icon
413
Hasbro
HAS
$11.5B
$356K 0.01%
4,693
-291
BLOK icon
414
Amplify Blockchain Technology ETF
BLOK
$1.21B
$356K 0.01%
5,303
TDG icon
415
TransDigm Group
TDG
$76.3B
$353K 0.01%
268
+14
HUBS icon
416
HubSpot
HUBS
$19.7B
$350K 0.01%
749
-171
TPR icon
417
Tapestry
TPR
$23.6B
$349K 0.01%
3,079
+1
BA icon
418
Boeing
BA
$153B
$348K 0.01%
1,614
+42
AN icon
419
AutoNation
AN
$7.79B
$347K 0.01%
1,584
-186
CVNA icon
420
Carvana
CVNA
$56B
$346K 0.01%
+918
SAIA icon
421
Saia
SAIA
$8.87B
$342K 0.01%
1,142
-25
UAL icon
422
United Airlines
UAL
$34.2B
$340K 0.01%
3,525
+244
FCX icon
423
Freeport-McMoran
FCX
$63.5B
$336K 0.01%
8,577
-1,911
CVE icon
424
Cenovus Energy
CVE
$34.7B
$336K 0.01%
19,752
+551
COLD icon
425
Americold
COLD
$3.15B
$332K 0.01%
27,138
+326
15 16
17
18 19