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
$1.8B
AUM Growth
-$343M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.21M
3
+$949K
4
VZ icon
Verizon
VZ
+$947K
5
TTE icon
TotalEnergies
TTE
+$916K

Top Sells

1
+$1.94M
2
+$1.71M
3
+$1.53M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.29M
5
XOM icon
Exxon Mobil
XOM
+$1.27M

Sector Composition

1 Technology 8.09%
2 Financials 5.5%
3 Healthcare 5.47%
4 Consumer Discretionary 3.66%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.42M 0.19%
21,677
+8,794
52
$3.4M 0.19%
47,685
-3,404
53
$3.38M 0.19%
108,417
+4,744
54
$3.31M 0.18%
67,404
+1,038
55
$3.3M 0.18%
29,143
+957
56
$3.28M 0.18%
10,056
-1,160
57
$3.26M 0.18%
15,303
+93
58
$3.22M 0.18%
13,238
-314
59
$3.2M 0.18%
13,744
+111
60
$3.19M 0.18%
65,780
-6,440
61
$3.17M 0.18%
56,758
-1,957
62
$3.16M 0.18%
74,769
-1,195
63
$3.14M 0.17%
149,762
-21,430
64
$3.13M 0.17%
17,941
+1,076
65
$3.11M 0.17%
18,080
-156
66
$2.99M 0.17%
56,790
+17,405
67
$2.95M 0.16%
13,140
+234
68
$2.92M 0.16%
7,964
-281
69
$2.85M 0.16%
17,112
-499
70
$2.8M 0.16%
35,116
-985
71
$2.72M 0.15%
57,403
+12,432
72
$2.7M 0.15%
83,752
+3,490
73
$2.69M 0.15%
5,616
-276
74
$2.62M 0.15%
15,083
+58
75
$2.61M 0.15%
166,579
-5,160
1 2
3
4 5