FB
Fulton Bank Portfolio holdings
AUM
$2.71B
This Quarter Return
-1.15%
1 Year Return
+9.82%
3 Year Return
+34.66%
5 Year Return
+52.43%
10 Year Return
+88.64%
AUM
$2.14B
AUM Growth
+$2.14B
(-6.1%)
Cap. Flow
+$6.85M
Cap. Flow
% of AUM
0.32%
Top 10 Holdings %
Top 10 Hldgs %
32.14%
Holding
559
New
24
Increased
204
Reduced
236
Closed
51
Top Buys
| 1 |
Bristol-Myers Squibb
BMY
|
$2.54M |
| 2 |
iShares Semiconductor ETF
SOXX
|
$1.79M |
| 3 |
Meta Platforms (Facebook)
META
|
$1.78M |
| 4 |
WBA
Walgreens Boots Alliance
WBA
|
$1.21M |
| 5 |
TotalEnergies
TTE
|
$1.21M |
Top Sells
| 1 |
Unilever
UL
|
$2.18M |
| 2 |
PepsiCo
PEP
|
$2.05M |
| 3 |
Apple
AAPL
|
$1.89M |
| 4 |
Chevron
CVX
|
$1.75M |
| 5 |
UnitedHealth
UNH
|
$1.63M |
Sector Composition
| 1 | Technology | 8.61% |
| 2 | Financials | 5.37% |
| 3 | Healthcare | 4.92% |
| 4 | Consumer Discretionary | 3.88% |
| 5 | Communication Services | 3.52% |
