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
$963M
AUM Growth
+$76.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$3.52M
3
+$2.71M
4
META icon
Meta Platforms (Facebook)
META
+$1.97M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.87M

Top Sells

1
+$3.69M
2
+$1.74M
3
+$1.43M
4
QCOM icon
Qualcomm
QCOM
+$970K
5
NOV icon
NOV
NOV
+$926K

Sector Composition

1 Healthcare 5.72%
2 Technology 5.35%
3 Consumer Staples 5.31%
4 Communication Services 4.41%
5 Financials 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.43M 0.25%
18,351
+1,072
52
$2.42M 0.25%
118,341
-6,897
53
$2.4M 0.25%
55,757
-839
54
$2.38M 0.25%
43,732
+382
55
$2.38M 0.25%
41,214
-2,225
56
$2.37M 0.25%
57,608
+3,794
57
$2.37M 0.25%
33,473
+8,718
58
$2.28M 0.24%
17,925
-398
59
$2.19M 0.23%
80,707
-2,743
60
$2.15M 0.22%
66,722
+18,725
61
$2.15M 0.22%
35,824
+4,630
62
$2.14M 0.22%
13,263
+2,594
63
$2M 0.21%
38,558
+926
64
$1.93M 0.2%
18,568
-1,040
65
$1.87M 0.19%
+9,142
66
$1.82M 0.19%
39,552
+32,808
67
$1.78M 0.19%
11,958
+1,956
68
$1.78M 0.18%
26,294
-387
69
$1.73M 0.18%
67,307
-12,908
70
$1.71M 0.18%
37,221
-2,979
71
$1.69M 0.18%
21,986
+77
72
$1.64M 0.17%
16,747
+5,190
73
$1.63M 0.17%
23,975
-477
74
$1.63M 0.17%
61,926
+3,330
75
$1.57M 0.16%
26,225
-5,216
1 2
3
4 5