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
$2.71B
AUM Growth
+$231M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
696
New
Increased
Reduced
Closed

Top Buys

1 +$29.5M
2 +$2.95M
3 +$2.54M
4
BTI icon
British American Tobacco
BTI
+$2.21M
5
GSK icon
GSK
GSK
+$1.8M

Top Sells

1 +$6.02M
2 +$1.89M
3 +$1.86M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.78M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.52M

Sector Composition

1 Technology 11.78%
2 Financials 5.9%
3 Consumer Discretionary 4.02%
4 Communication Services 3.91%
5 Healthcare 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ROP icon
51
Roper Technologies
ROP
$54.3B
$4.82M 0.18%
8,510
-682
PNC icon
52
PNC Financial Services
PNC
$70.4B
$4.66M 0.17%
25,012
+2,754
MCK icon
53
McKesson
MCK
$97.8B
$4.64M 0.17%
6,329
-349
CTAS icon
54
Cintas
CTAS
$75.6B
$4.52M 0.17%
20,291
+453
DRI icon
55
Darden Restaurants
DRI
$21.9B
$4.27M 0.16%
19,592
-2,973
PWR icon
56
Quanta Services
PWR
$64.6B
$4.25M 0.16%
11,252
-369
PG icon
57
Procter & Gamble
PG
$354B
$4.23M 0.16%
26,569
-656
VTI icon
58
Vanguard Total Stock Market ETF
VTI
$543B
$4.14M 0.15%
13,608
-2
MS icon
59
Morgan Stanley
MS
$252B
$4.03M 0.15%
28,614
-1,334
DVY icon
60
iShares Select Dividend ETF
DVY
$20.6B
$3.95M 0.15%
29,709
+2,789
AMP icon
61
Ameriprise Financial
AMP
$44.3B
$3.78M 0.14%
7,082
-558
LOW icon
62
Lowe's Companies
LOW
$137B
$3.76M 0.14%
16,935
-629
ACN icon
63
Accenture
ACN
$148B
$3.74M 0.14%
12,511
+122
DUK icon
64
Duke Energy
DUK
$99.9B
$3.7M 0.14%
31,351
-795
BKNG icon
65
Booking.com
BKNG
$164B
$3.69M 0.14%
638
+36
IJH icon
66
iShares Core S&P Mid-Cap ETF
IJH
$99.1B
$3.54M 0.13%
57,081
+13,304
IWM icon
67
iShares Russell 2000 ETF
IWM
$69.9B
$3.51M 0.13%
16,252
-170
RTX icon
68
RTX Corp
RTX
$211B
$3.49M 0.13%
23,885
-1,355
HON icon
69
Honeywell
HON
$129B
$3.48M 0.13%
14,963
-36
ABT icon
70
Abbott
ABT
$224B
$3.41M 0.13%
25,053
-5,105
HPQ icon
71
HP
HPQ
$25.6B
$3.4M 0.13%
138,814
-12,776
PEP icon
72
PepsiCo
PEP
$210B
$3.34M 0.12%
25,309
+620
TRV icon
73
Travelers Companies
TRV
$58.4B
$3.32M 0.12%
12,409
-1,170
UNP icon
74
Union Pacific
UNP
$134B
$3.19M 0.12%
13,868
-878
TTE icon
75
TotalEnergies
TTE
$133B
$3.14M 0.12%
51,203
+722