FB
Fulton Bank Portfolio holdings
AUM
$2.89B
1-Year Est. Return
11.37%
This Fund
S&P 500
1 Year Est. Return
+11.37%
AUM
$2.86B
AUM Growth
+$154M
(+5.7%)
Holding
697
Top Buys
| 1 | +$5.03M | |
| 2 | +$3.96M | |
| 3 | +$2.34M | |
| 4 |
Steel Dynamics
STLD
|
+$1.09M |
| 5 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
+$976K |
Top Sells
| 1 | +$5.56M | |
| 2 | +$1.99M | |
| 3 | +$1.73M | |
| 4 |
Oracle
ORCL
|
+$1.45M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
26
Eli Lilly
LLY
$807B
| $9.71M | 0.34% |
12,724
-459
|
|
||
27
iShares MSCI EAFE ETF
EFA
$75B
| $9.63M | 0.34% |
103,146
-84
|
|
||
28
Amphenol
APH
$187B
| $8.9M | 0.31% |
71,936
-10,301
|
|
||
29
United Rentals
URI
$50.7B
| $8.32M | 0.29% |
8,719
-398
|
|
||
30
Johnson & Johnson
JNJ
$545B
| $8.19M | 0.29% |
44,161
+67
|
|
||
31
iShares Russell Mid-Cap ETF
IWR
$52.1B
| $8.06M | 0.28% |
83,488
+972
|
|
||
32
Cisco
CSCO
$354B
| $7.94M | 0.28% |
116,000
-14,108
|
|
||
33
iShares Semiconductor ETF
SOXX
$27.9B
| $7.63M | 0.27% |
28,125
+75
|
|
||
34
Costco
COST
$446B
| $7.17M | 0.25% |
7,748
-55
|
|
||
35
Exxon Mobil
XOM
$617B
| $7.17M | 0.25% |
63,555
-2,293
|
|
||
36
Verizon
VZ
$193B
| $6.93M | 0.24% |
157,728
-1,578
|
|
||
|
37
Chevron
CVX
$370B
| $6.37M | 0.22% |
41,026
-8,881
|
|
||
38
IBM
IBM
$240B
| $6.32M | 0.22% |
22,411
-4,810
|
|
||
39
Bank of America
BAC
$381B
| $5.86M | 0.2% |
113,627
-13,013
|
|
||
40
TJX Companies
TJX
$176B
| $5.83M | 0.2% |
40,346
-560
|
|
||
41
Applovin
APP
$159B
| $5.78M | 0.2% |
8,046
-197
|
|
||
42
iShares Core MSCI EAFE ETF
IEFA
$179B
| $5.42M | 0.19% |
62,128
+4,340
|
|
||
43
Walmart Inc
WMT
$1.03T
| $5.35M | 0.19% |
51,954
-1,316
|
|
||
44
Applied Materials
AMAT
$313B
| $5.33M | 0.19% |
26,018
-2,285
|
|
||
45
Walt Disney
DIS
$185B
| $5.23M | 0.18% |
45,634
-1,001
|
|
||
46
Merck
MRK
$278B
| $5.21M | 0.18% |
62,060
-3,324
|
|
||
47
Adobe
ADBE
$99.9B
| $5.04M | 0.18% |
14,299
-54
|
|
||
48
Amgen
AMGN
$186B
| $4.98M | 0.17% |
17,643
-349
|
|
||
49
PNC Financial Services
PNC
$91.7B
| $4.84M | 0.17% |
24,089
-923
|
|
||
50
Coca-Cola
KO
$322B
| $4.72M | 0.17% |
71,215
-4,337
|
|