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
SPG icon
426
Simon Property Group
SPG
$60.4B
$351K 0.01%
1,895
-20
RSP icon
427
Invesco S&P 500 Equal Weight ETF
RSP
$80.2B
$351K 0.01%
1,830
-120
LSTR icon
428
Landstar System
LSTR
$5.27B
$347K 0.01%
2,415
+434
SCHF icon
429
Schwab International Equity ETF
SCHF
$57.8B
$346K 0.01%
+14,386
RDDT icon
430
Reddit
RDDT
$43.8B
$343K 0.01%
1,493
+85
DOX icon
431
Amdocs
DOX
$9.04B
$342K 0.01%
4,253
-231
CASY icon
432
Casey's General Stores
CASY
$23.7B
$342K 0.01%
618
+58
SRE icon
433
Sempra
SRE
$60.4B
$339K 0.01%
3,836
-544
MTCH icon
434
Match Group
MTCH
$7.4B
$337K 0.01%
10,432
+98
AJG icon
435
Arthur J. Gallagher & Co
AJG
$66.4B
$336K 0.01%
1,299
-203
GRMN icon
436
Garmin
GRMN
$40.7B
$330K 0.01%
1,625
+129
EQIX icon
437
Equinix
EQIX
$78.7B
$326K 0.01%
426
-70
CCEP icon
438
Coca-Cola Europacific Partners
CCEP
$40.1B
$325K 0.01%
3,586
+161
BP icon
439
BP
BP
$90.9B
$324K 0.01%
9,315
+1,250
LUMN icon
440
Lumen
LUMN
$8.67B
$323K 0.01%
+41,592
HAS icon
441
Hasbro
HAS
$12.1B
$319K 0.01%
3,885
-808
MSI icon
442
Motorola Solutions
MSI
$66.7B
$317K 0.01%
826
-81
EZM icon
443
WisdomTree US MidCap Fund
EZM
$851M
$314K 0.01%
+4,698
ING icon
444
ING
ING
$84.2B
$313K 0.01%
11,176
+696
BLOK icon
445
Amplify Blockchain Technology ETF
BLOK
$1.31B
$302K 0.01%
5,303
XYL icon
446
Xylem
XYL
$35.6B
$301K 0.01%
2,208
+126
VVV icon
447
Valvoline
VVV
$4.01B
$300K 0.01%
10,325
-3,094
ELV icon
448
Elevance Health
ELV
$83.3B
$300K 0.01%
855
+48
XMMO icon
449
Invesco S&P MidCap Momentum ETF
XMMO
$5.26B
$299K 0.01%
+2,161
DOV icon
450
Dover
DOV
$28.3B
$299K 0.01%
1,530
+9
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