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
$1.8B
AUM Growth
-$343M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.21M
3
+$949K
4
VZ icon
Verizon
VZ
+$947K
5
TTE icon
TotalEnergies
TTE
+$916K

Top Sells

1
+$1.94M
2
+$1.71M
3
+$1.53M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.29M
5
XOM icon
Exxon Mobil
XOM
+$1.27M

Sector Composition

1 Technology 8.09%
2 Financials 5.5%
3 Healthcare 5.47%
4 Consumer Discretionary 3.66%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5M 0.28%
18,235
-25
27
$4.95M 0.28%
52,393
+1,215
28
$4.87M 0.27%
43,225
+1,280
29
$4.79M 0.27%
55,904
-14,852
30
$4.64M 0.26%
32,835
+830
31
$4.51M 0.25%
58,526
-8,951
32
$4.43M 0.25%
11,693
+2,345
33
$4.35M 0.24%
30,265
+565
34
$4.27M 0.24%
105,264
-474
35
$4.16M 0.23%
44,888
+266
36
$4.04M 0.23%
40,900
-563
37
$4.03M 0.22%
37,563
-566
38
$3.93M 0.22%
119,995
-3,435
39
$3.8M 0.21%
88,496
-1,971
40
$3.77M 0.21%
6,943
+166
41
$3.76M 0.21%
11,608
-459
42
$3.7M 0.21%
58,870
-2,881
43
$3.65M 0.2%
35,713
-393
44
$3.63M 0.2%
58,674
+6,631
45
$3.58M 0.2%
39,889
+2,718
46
$3.56M 0.2%
40,067
+1,678
47
$3.54M 0.2%
25,081
+222
48
$3.53M 0.2%
56,553
-3,013
49
$3.45M 0.19%
91,030
+6,088
50
$3.42M 0.19%
29,376
+1,392
1
2
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