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
$2.22B
AUM Growth
+$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.49M
3
+$1.39M
4
KVUE icon
Kenvue
KVUE
+$1.32M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.08M

Top Sells

1
+$7.07M
2
+$1.15M
3
+$1.13M
4
INTC icon
Intel
INTC
+$845K
5
NVDA icon
NVIDIA
NVDA
+$699K

Sector Composition

1 Technology 10.07%
2 Financials 5.89%
3 Healthcare 4.65%
4 Consumer Discretionary 4.1%
5 Industrials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.96M 0.31%
44,906
+2,170
27
$6.94M 0.31%
137,314
-22,335
28
$6.93M 0.31%
13,162
-12
29
$6.6M 0.3%
11,319
-475
30
$6.51M 0.29%
172,574
-9,087
31
$6.35M 0.29%
56,850
-5,290
32
$6.34M 0.29%
11,055
-405
33
$6.23M 0.28%
41,749
+64
34
$5.48M 0.25%
22,045
-859
35
$5.31M 0.24%
32,471
-3,771
36
$4.99M 0.22%
173,239
-3,000
37
$4.96M 0.22%
7,514
-45
38
$4.93M 0.22%
54,597
-1,357
39
$4.93M 0.22%
10,119
+476
40
$4.81M 0.22%
51,305
+18
41
$4.75M 0.21%
140,960
+742
42
$4.72M 0.21%
33,139
-335
43
$4.63M 0.21%
78,650
+1,659
44
$4.54M 0.2%
91,574
+2,298
45
$4.51M 0.2%
49,986
+6,558
46
$4.43M 0.2%
30,229
-616
47
$4.41M 0.2%
84,000
-6,384
48
$4.4M 0.2%
45,351
-583
49
$4.36M 0.2%
46,340
+596
50
$4.35M 0.2%
15,093
-1,849
1
2
3 4 5