FB

Fulton Bank Portfolio holdings

AUM $2.71B
1-Year Est. Return 9.82%
This Quarter Est. Return
1 Year Est. Return
+9.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.22B
AUM Growth
+$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.49M
3
+$1.39M
4
KVUE icon
Kenvue
KVUE
+$1.32M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.08M

Top Sells

1
+$7.07M
2
+$1.15M
3
+$1.13M
4
INTC icon
Intel
INTC
+$845K
5
NVDA icon
NVIDIA
NVDA
+$699K

Sector Composition

1 Technology 10.07%
2 Financials 5.89%
3 Healthcare 4.65%
4 Consumer Discretionary 4.1%
5 Industrials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$254K 0.01%
14,459
+2,083
427
$253K 0.01%
+7,956
428
$252K 0.01%
+1,991
429
$252K 0.01%
1,745
-250
430
$251K 0.01%
4,402
+75
431
$251K 0.01%
5,840
+720
432
$249K 0.01%
3,377
-603
433
$248K 0.01%
1,957
+1
434
$247K 0.01%
8,440
+1,625
435
$245K 0.01%
2,006
+76
436
$244K 0.01%
1,019
437
$243K 0.01%
16,907
-3,606
438
$242K 0.01%
+553
439
$238K 0.01%
+11,466
440
$236K 0.01%
1,810
-142
441
$236K 0.01%
7,070
-1,150
442
$236K 0.01%
3,451
-663
443
$235K 0.01%
561
+19
444
$234K 0.01%
6,716
+107
445
$232K 0.01%
+2,579
446
$229K 0.01%
+2,155
447
$228K 0.01%
+10,178
448
$226K 0.01%
2,452
-42
449
$224K 0.01%
+2,721
450
$223K 0.01%
3,627
-700
16 17
18
19 20