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
DUK icon
76
Duke Energy
DUK
$91.9B
$3.31M 0.12%
26,726
-4,625
TRV icon
77
Travelers Companies
TRV
$63.4B
$3.3M 0.12%
11,803
-606
TMO icon
78
Thermo Fisher Scientific
TMO
$215B
$3.28M 0.11%
6,764
-89
HON icon
79
Honeywell
HON
$123B
$3.28M 0.11%
15,577
+614
AMP icon
80
Ameriprise Financial
AMP
$44.3B
$3.25M 0.11%
6,619
-463
TTE icon
81
TotalEnergies
TTE
$144B
$3.18M 0.11%
53,356
+2,153
ABT icon
82
Abbott
ABT
$217B
$3.17M 0.11%
23,669
-1,384
DRI icon
83
Darden Restaurants
DRI
$20.5B
$3.17M 0.11%
16,635
-2,957
ORLY icon
84
O'Reilly Automotive
ORLY
$84.2B
$3.11M 0.11%
28,872
-208
UNP icon
85
Union Pacific
UNP
$141B
$3.07M 0.11%
12,980
-888
GE icon
86
GE Aerospace
GE
$309B
$3.03M 0.11%
10,061
-176
SHW icon
87
Sherwin-Williams
SHW
$83.7B
$3.02M 0.11%
8,718
-348
ENB icon
88
Enbridge
ENB
$105B
$3M 0.1%
59,481
-2,870
VTEB icon
89
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.2B
$2.99M 0.1%
59,765
+630
PFE icon
90
Pfizer
PFE
$146B
$2.97M 0.1%
116,686
+16,926
UNH icon
91
UnitedHealth
UNH
$301B
$2.96M 0.1%
8,568
+220
NGG icon
92
National Grid
NGG
$75.4B
$2.93M 0.1%
40,270
+127
FLEX icon
93
Flex
FLEX
$22.8B
$2.89M 0.1%
49,904
+167
JMST icon
94
JPMorgan Ultra-Short Municipal Income ETF
JMST
$5.52B
$2.89M 0.1%
56,549
+19,152
SMCO icon
95
Hilton Small-MidCap Opportunity ETF
SMCO
$134M
$2.89M 0.1%
107,076
+11,390
AXP icon
96
American Express
AXP
$256B
$2.87M 0.1%
8,626
-124
MCD icon
97
McDonald's
MCD
$220B
$2.83M 0.1%
9,308
-392
ITM icon
98
VanEck Intermediate Muni ETF
ITM
$2.08B
$2.81M 0.1%
60,337
+8,667
ACN icon
99
Accenture
ACN
$168B
$2.8M 0.1%
11,347
-1,164
TGT icon
100
Target
TGT
$41.1B
$2.78M 0.1%
31,017
+3,307
2 3
4
5 6