FB
Fulton Bank Portfolio holdings
AUM
$2.71B
1-Year Est. Return
9.82%
1 Year Est. Return
+9.82%
AUM
$2.71B
AUM Growth
+$231M
(+9.3%)
Holding
696
Top Buys
| 1 | +$29.5M | |
| 2 | +$2.95M | |
| 3 | +$2.54M | |
| 4 |
British American Tobacco
BTI
|
+$2.21M |
| 5 |
GSK
GSK
|
+$1.8M |
Top Sells
| 1 | +$6.02M | |
| 2 | +$1.89M | |
| 3 | +$1.86M | |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$1.78M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$1.52M |
Sector Composition
| 1 | Technology | 11.78% |
| 2 | Financials | 5.9% |
| 3 | Consumer Discretionary | 4.02% |
| 4 | Communication Services | 3.91% |
| 5 | Healthcare | 3.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Tesla
TSLA
$1.46T
| $9.29M | 0.34% |
29,254
+574
|
|
||
27
iShares MSCI EAFE ETF
EFA
$68.2B
| $9.23M | 0.34% |
103,230
+271
|
|
||
28
Cisco
CSCO
$277B
| $9.03M | 0.33% |
130,108
-6,720
|
|
||
29
Amphenol
APH
$153B
| $8.12M | 0.3% |
82,237
+552
|
|
||
30
IBM
IBM
$262B
| $8.02M | 0.3% |
27,221
-1,729
|
|
||
31
Costco
COST
$415B
| $7.72M | 0.29% |
7,803
-7
|
|
||
32
iShares Russell Mid-Cap ETF
IWR
$44.3B
| $7.59M | 0.28% |
82,516
+385
|
|
||
33
Chevron
CVX
$308B
| $7.15M | 0.26% |
49,907
-511
|
|
||
34
Exxon Mobil
XOM
$479B
| $7.1M | 0.26% |
65,848
+8,686
|
|
||
35
Verizon
VZ
$171B
| $6.89M | 0.25% |
159,306
-8,100
|
|
||
36
United Rentals
URI
$63.1B
| $6.87M | 0.25% |
9,117
+67
|
|
||
37
Johnson & Johnson
JNJ
$465B
| $6.74M | 0.25% |
44,094
-1,172
|
|
||
38
iShares Semiconductor ETF
SOXX
$15.7B
| $6.7M | 0.25% |
28,050
-300
|
|
||
39
Bank of America
BAC
$376B
| $5.99M | 0.22% |
126,640
-10,504
|
|
||
40
Walt Disney
DIS
$199B
| $5.78M | 0.21% |
46,635
-884
|
|
||
41
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.8B
| $5.56M | 0.21% |
110,693
+18,318
|
|
||
42
Adobe
ADBE
$140B
| $5.55M | 0.21% |
14,353
-1,181
|
|
||
43
Coca-Cola
KO
$295B
| $5.35M | 0.2% |
75,552
-13,337
|
|
||
44
Walmart
WMT
$859B
| $5.21M | 0.19% |
53,270
-2,659
|
|
||
45
Applied Materials
AMAT
$179B
| $5.18M | 0.19% |
28,303
-1,110
|
|
||
46
Merck
MRK
$212B
| $5.18M | 0.19% |
65,384
-3,618
|
|
||
47
Philip Morris
PM
$246B
| $5.08M | 0.19% |
27,900
-10,194
|
|
||
48
TJX Companies
TJX
$160B
| $5.05M | 0.19% |
40,906
-412
|
|
||
49
Amgen
AMGN
$161B
| $5.02M | 0.19% |
17,992
+381
|
|
||
50
iShares Core MSCI EAFE ETF
IEFA
$157B
| $4.82M | 0.18% |
57,788
+7,283
|
|