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
LLY icon
26
Eli Lilly
LLY
$908B
$9.71M 0.34%
12,724
-459
EFA icon
27
iShares MSCI EAFE ETF
EFA
$69.2B
$9.63M 0.34%
103,146
-84
APH icon
28
Amphenol
APH
$171B
$8.9M 0.31%
71,936
-10,301
URI icon
29
United Rentals
URI
$51.3B
$8.32M 0.29%
8,719
-398
JNJ icon
30
Johnson & Johnson
JNJ
$489B
$8.19M 0.29%
44,161
+67
IWR icon
31
iShares Russell Mid-Cap ETF
IWR
$46B
$8.06M 0.28%
83,488
+972
CSCO icon
32
Cisco
CSCO
$305B
$7.94M 0.28%
116,000
-14,108
SOXX icon
33
iShares Semiconductor ETF
SOXX
$17.3B
$7.63M 0.27%
28,125
+75
COST icon
34
Costco
COST
$396B
$7.17M 0.25%
7,748
-55
XOM icon
35
Exxon Mobil
XOM
$494B
$7.17M 0.25%
63,555
-2,293
VZ icon
36
Verizon
VZ
$174B
$6.93M 0.24%
157,728
-1,578
CVX icon
37
Chevron
CVX
$304B
$6.37M 0.22%
41,026
-8,881
IBM icon
38
IBM
IBM
$287B
$6.32M 0.22%
22,411
-4,810
BAC icon
39
Bank of America
BAC
$397B
$5.86M 0.2%
113,627
-13,013
TJX icon
40
TJX Companies
TJX
$167B
$5.83M 0.2%
40,346
-560
APP icon
41
Applovin
APP
$234B
$5.78M 0.2%
8,046
-197
IEFA icon
42
iShares Core MSCI EAFE ETF
IEFA
$161B
$5.42M 0.19%
62,128
+4,340
WMT icon
43
Walmart
WMT
$913B
$5.35M 0.19%
51,954
-1,316
AMAT icon
44
Applied Materials
AMAT
$214B
$5.33M 0.19%
26,018
-2,285
DIS icon
45
Walt Disney
DIS
$188B
$5.23M 0.18%
45,634
-1,001
MRK icon
46
Merck
MRK
$251B
$5.21M 0.18%
62,060
-3,324
ADBE icon
47
Adobe
ADBE
$138B
$5.04M 0.18%
14,299
-54
AMGN icon
48
Amgen
AMGN
$184B
$4.98M 0.17%
17,643
-349
PNC icon
49
PNC Financial Services
PNC
$78B
$4.84M 0.17%
24,089
-923
KO icon
50
Coca-Cola
KO
$304B
$4.72M 0.17%
71,215
-4,337