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
BCS icon
476
Barclays
BCS
$81.4B
$248K 0.01%
12,012
-4,751
UNFI icon
477
United Natural Foods
UNFI
$2.05B
$247K 0.01%
+6,576
HSY icon
478
Hershey
HSY
$36.8B
$244K 0.01%
1,307
-5
ITW icon
479
Illinois Tool Works
ITW
$72.3B
$244K 0.01%
935
-104
LSTR icon
480
Landstar System
LSTR
$4.86B
$243K 0.01%
1,981
-87
HTGC icon
481
Hercules Capital
HTGC
$3.44B
$242K 0.01%
12,817
FOUR icon
482
Shift4
FOUR
$4.75B
$241K 0.01%
3,118
+279
REXR icon
483
Rexford Industrial Realty
REXR
$9.62B
$238K 0.01%
+5,798
OWL icon
484
Blue Owl Capital
OWL
$10.7B
$234K 0.01%
+13,831
XLY icon
485
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.4B
$234K 0.01%
976
SNA icon
486
Snap-on
SNA
$18B
$233K 0.01%
673
-130
VGT icon
487
Vanguard Information Technology ETF
VGT
$115B
$231K 0.01%
310
BRO icon
488
Brown & Brown
BRO
$27.1B
$231K 0.01%
2,465
+200
EWBC icon
489
East-West Bancorp
EWBC
$15B
$230K 0.01%
+2,163
RH icon
490
RH
RH
$2.99B
$230K 0.01%
1,131
-170
VHT icon
491
Vanguard Health Care ETF
VHT
$17.2B
$227K 0.01%
876
CNQ icon
492
Canadian Natural Resources
CNQ
$71.9B
$227K 0.01%
7,107
+102
ROST icon
493
Ross Stores
ROST
$57.7B
$227K 0.01%
1,490
-154
NWG icon
494
NatWest
NWG
$66.7B
$226K 0.01%
15,984
+1,456
SHEL icon
495
Shell
SHEL
$213B
$224K 0.01%
3,138
-76
SAP icon
496
SAP
SAP
$286B
$223K 0.01%
835
-569
CCJ icon
497
Cameco
CCJ
$40.7B
$221K 0.01%
2,640
-1,606
WHR icon
498
Whirlpool
WHR
$4.47B
$220K 0.01%
2,800
+167
CP icon
499
Canadian Pacific Kansas City
CP
$66.4B
$220K 0.01%
2,954
-387
INGR icon
500
Ingredion
INGR
$6.87B
$219K 0.01%
1,790
-345