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
VTI icon
51
Vanguard Total Stock Market ETF
VTI
$566B
$4.51M 0.16%
13,752
+144
PM icon
52
Philip Morris
PM
$229B
$4.4M 0.15%
27,117
-783
DVY icon
53
iShares Select Dividend ETF
DVY
$20.8B
$4.33M 0.15%
30,471
+762
HPQ icon
54
HP
HPQ
$24.2B
$4.32M 0.15%
158,519
+19,705
PWR icon
55
Quanta Services
PWR
$69.6B
$4.17M 0.15%
10,062
-1,190
MCK icon
56
McKesson
MCK
$100B
$4.15M 0.15%
5,375
-954
CTAS icon
57
Cintas
CTAS
$73.9B
$4.13M 0.14%
20,110
-181
LOW icon
58
Lowe's Companies
LOW
$138B
$3.98M 0.14%
15,821
-1,114
RTX icon
59
RTX Corp
RTX
$230B
$3.97M 0.14%
23,707
-178
IWM icon
60
iShares Russell 2000 ETF
IWM
$73.2B
$3.92M 0.14%
16,207
-45
PG icon
61
Procter & Gamble
PG
$339B
$3.81M 0.13%
24,809
-1,760
PEP icon
62
PepsiCo
PEP
$201B
$3.81M 0.13%
27,125
+1,816
ROP icon
63
Roper Technologies
ROP
$48B
$3.76M 0.13%
7,546
-964
COP icon
64
ConocoPhillips
COP
$115B
$3.75M 0.13%
39,651
+5,412
IJH icon
65
iShares Core S&P Mid-Cap ETF
IJH
$102B
$3.64M 0.13%
55,754
-1,327
MS icon
66
Morgan Stanley
MS
$278B
$3.58M 0.12%
22,490
-6,124
CBRE icon
67
CBRE Group
CBRE
$48.3B
$3.52M 0.12%
22,361
+697
CMI icon
68
Cummins
CMI
$71B
$3.52M 0.12%
8,333
+613
DHI icon
69
D.R. Horton
DHI
$47.3B
$3.49M 0.12%
20,573
-833
PLD icon
70
Prologis
PLD
$120B
$3.48M 0.12%
30,409
+4,984
APTV icon
71
Aptiv
APTV
$16.6B
$3.44M 0.12%
39,885
-6,079
BKNG icon
72
Booking.com
BKNG
$163B
$3.4M 0.12%
630
-8
QQQ icon
73
Invesco QQQ Trust
QQQ
$407B
$3.34M 0.12%
5,564
+112
BLK icon
74
Blackrock
BLK
$168B
$3.33M 0.12%
2,854
+46
DKS icon
75
Dick's Sporting Goods
DKS
$20.4B
$3.31M 0.12%
14,910
-45
1 2
3
4 5