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
TMHC icon
451
Taylor Morrison
TMHC
$6.08B
$278K 0.01%
+4,206
PYPL icon
452
PayPal
PYPL
$56.8B
$277K 0.01%
4,135
-296
ING icon
453
ING
ING
$79.3B
$273K 0.01%
10,480
-214
LH icon
454
Labcorp
LH
$21.8B
$273K 0.01%
951
-130
ALLE icon
455
Allegion
ALLE
$14B
$271K 0.01%
1,529
+66
BN icon
456
Brookfield
BN
$102B
$267K 0.01%
5,846
-337
MGY icon
457
Magnolia Oil & Gas
MGY
$4.09B
$266K 0.01%
11,162
-90
EFAV icon
458
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.22B
$266K 0.01%
3,131
FDIS icon
459
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.98B
$264K 0.01%
2,566
+256
KT icon
460
KT
KT
$9.17B
$263K 0.01%
13,508
+1,469
OHI icon
461
Omega Healthcare
OHI
$13.2B
$262K 0.01%
6,208
-879
CI icon
462
Cigna
CI
$74B
$261K 0.01%
906
-127
ELV icon
463
Elevance Health
ELV
$80.2B
$261K 0.01%
807
-909
LEN icon
464
Lennar Class A
LEN
$29.6B
$260K 0.01%
+2,064
SPYM
465
State Street SPDR Portfolio S&P 500 ETF
SPYM
$98.9B
$260K 0.01%
3,319
OZ icon
466
Belpointe PREP
OZ
$244M
$260K 0.01%
4,060
OMC icon
467
Omnicom Group
OMC
$25.5B
$258K 0.01%
3,170
+184
SMPL icon
468
Simply Good Foods
SMPL
$1.93B
$258K 0.01%
10,401
-116
ADSK icon
469
Autodesk
ADSK
$62.4B
$258K 0.01%
812
+36
ON icon
470
ON Semiconductor
ON
$22.2B
$258K 0.01%
5,227
-217
RGA icon
471
Reinsurance Group of America
RGA
$13.4B
$257K 0.01%
1,340
-226
EXP icon
472
Eagle Materials
EXP
$7.15B
$257K 0.01%
1,102
+18
WTFC icon
473
Wintrust Financial
WTFC
$9.46B
$256K 0.01%
1,935
-98
DOV icon
474
Dover
DOV
$27.6B
$254K 0.01%
1,521
-421
HEI.A icon
475
HEICO Corp Class A
HEI.A
$33.9B
$250K 0.01%
983
-81
17 18
19
20 21