FB

Fulton Bank Portfolio holdings

AUM $2.89B
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.89B
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
709
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$4.46M
3
+$3.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.41M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.72M

Top Sells

1
+$10.3M
2
+$4.36M
3
+$2.69M
4
APH icon
Amphenol
APH
+$1.54M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$1.4M

Sector Composition

1 Technology 12.32%
2 Financials 5.48%
3 Communication Services 4.01%
4 Consumer Discretionary 3.81%
5 Healthcare 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RTX icon
51
RTX Corp
RTX
$271B
$5.18M 0.18%
28,233
+4,526
MCK icon
52
McKesson
MCK
$104B
$4.97M 0.17%
6,054
+679
ADBE icon
53
Adobe
ADBE
$122B
$4.83M 0.17%
13,813
-486
KO icon
54
Coca-Cola
KO
$303B
$4.68M 0.16%
66,952
-4,263
MU icon
55
Micron Technology
MU
$408B
$4.62M 0.16%
16,183
+7,147
VTI icon
56
Vanguard Total Stock Market ETF
VTI
$582B
$4.62M 0.16%
13,770
+18
PM icon
57
Philip Morris
PM
$270B
$4.6M 0.16%
28,691
+1,574
XAGG
58
Eaton Vance Income Opportunities ETF
XAGG
$348M
$4.46M 0.15%
+88,440
IWM icon
59
iShares Russell 2000 ETF
IWM
$77.3B
$4.38M 0.15%
17,800
+1,593
MS icon
60
Morgan Stanley
MS
$299B
$4.3M 0.15%
24,242
+1,752
DVY icon
61
iShares Select Dividend ETF
DVY
$21.8B
$4.3M 0.15%
30,471
PWR icon
62
Quanta Services
PWR
$69.6B
$4.18M 0.14%
9,911
-151
CMI icon
63
Cummins
CMI
$79.9B
$4.08M 0.14%
7,996
-337
PEP icon
64
PepsiCo
PEP
$200B
$3.95M 0.14%
27,555
+430
QQQ icon
65
Invesco QQQ Trust
QQQ
$409B
$3.9M 0.13%
6,355
+791
TMO icon
66
Thermo Fisher Scientific
TMO
$232B
$3.9M 0.13%
6,729
-35
LOW icon
67
Lowe's Companies
LOW
$156B
$3.83M 0.13%
15,900
+79
CTAS icon
68
Cintas
CTAS
$78.7B
$3.77M 0.13%
20,061
-49
PLD icon
69
Prologis
PLD
$124B
$3.64M 0.13%
28,522
-1,887
BLK icon
70
Blackrock
BLK
$180B
$3.64M 0.13%
3,401
+547
SMCO icon
71
Hilton Small-MidCap Opportunity ETF
SMCO
$146M
$3.58M 0.12%
133,503
+26,427
TTE icon
72
TotalEnergies
TTE
$142B
$3.47M 0.12%
53,051
-305
CBRE icon
73
CBRE Group
CBRE
$51.1B
$3.47M 0.12%
21,562
-799
ITM icon
74
VanEck Intermediate Muni ETF
ITM
$2.19B
$3.45M 0.12%
73,079
+12,742
BKNG icon
75
Booking.com
BKNG
$165B
$3.37M 0.12%
629
-1
1 2
3
4 5