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
$963M
AUM Growth
+$76.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$3.52M
3
+$2.71M
4
META icon
Meta Platforms (Facebook)
META
+$1.97M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.87M

Top Sells

1
+$3.69M
2
+$1.74M
3
+$1.43M
4
QCOM icon
Qualcomm
QCOM
+$970K
5
NOV icon
NOV
NOV
+$926K

Sector Composition

1 Healthcare 5.72%
2 Technology 5.35%
3 Consumer Staples 5.31%
4 Communication Services 4.41%
5 Financials 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.99M 0.41%
92,874
-8,563
27
$3.92M 0.41%
39,692
-5,465
28
$3.74M 0.39%
55,006
-1,073
29
$3.62M 0.38%
40,208
+65
30
$3.55M 0.37%
71,058
-19,410
31
$3.52M 0.37%
+90,420
32
$3.51M 0.36%
69,647
-6,955
33
$3.5M 0.36%
35,079
+1,736
34
$3.47M 0.36%
32,099
+7,522
35
$3.47M 0.36%
52,562
+210
36
$3.37M 0.35%
25,527
-1,194
37
$3.31M 0.34%
97,067
+5,062
38
$3.18M 0.33%
79,535
+67,671
39
$3.16M 0.33%
26,376
+2,649
40
$2.99M 0.31%
78,740
-97,200
41
$2.96M 0.31%
23,523
+6,310
42
$2.9M 0.3%
61,927
-1,009
43
$2.86M 0.3%
40,121
-1,318
44
$2.84M 0.3%
21,495
+3,259
45
$2.81M 0.29%
21,326
-2,268
46
$2.6M 0.27%
36,988
+20,945
47
$2.58M 0.27%
91,314
+4,774
48
$2.55M 0.26%
96,931
-9,501
49
$2.53M 0.26%
41,821
-7,093
50
$2.46M 0.26%
63,663
-3,602
1
2
3 4 5