FB
Fulton Bank Portfolio holdings
AUM
$2.71B
1-Year Return
9.82%
This Quarter Return
+3.17%
1 Year Return
+9.82%
3 Year Return
+34.66%
5 Year Return
+52.43%
10 Year Return
+88.64%
AUM
$2.62B
AUM Growth
+$147M
(+5.9%)
Cap. Flow
+$11.4M
Cap. Flow
% of AUM
0.43%
Top 10 Holdings %
Top 10 Hldgs %
31.55%
Holding
682
New
52
Increased
279
Reduced
276
Closed
23
Top Buys
| 1 |
Broadcom
AVGO
|
$4.65M |
| 2 |
Oracle
ORCL
|
$3.38M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$2.03M |
| 4 |
Diageo
DEO
|
$1.56M |
| 5 |
Prologis
PLD
|
$1.55M |
Top Sells
| 1 |
Americold
COLD
|
$2.84M |
| 2 |
Intel
INTC
|
$2.12M |
| 3 |
UnitedHealth
UNH
|
$2.05M |
| 4 |
Kimberly-Clark
KMB
|
$1.96M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$1.81M |
Sector Composition
| 1 | Technology | 11.21% |
| 2 | Financials | 6.17% |
| 3 | Healthcare | 4.29% |
| 4 | Consumer Discretionary | 3.99% |
| 5 | Communication Services | 3.66% |
