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
76
$1.53M 0.16%
15,817
+750
77
$1.53M 0.16%
34,000
-1,983
78
$1.48M 0.15%
59,472
+4,890
79
$1.47M 0.15%
6,748
+1,193
80
$1.45M 0.15%
1,134
-243
81
$1.44M 0.15%
18,683
-3,061
82
$1.41M 0.15%
40,621
-1,116
83
$1.38M 0.14%
11,382
-2,636
84
$1.38M 0.14%
24,420
-754
85
$1.38M 0.14%
17,897
+4,152
86
$1.38M 0.14%
19,446
+3,044
87
$1.35M 0.14%
12,712
+1,724
88
$1.35M 0.14%
4,311
-263
89
$1.33M 0.14%
51,140
-1,688
90
$1.32M 0.14%
41,011
+25,800
91
$1.28M 0.13%
20,677
-1,004
92
$1.28M 0.13%
32,016
+14,300
93
$1.28M 0.13%
18,365
-8,670
94
$1.25M 0.13%
37,960
-7,158
95
$1.2M 0.13%
31,100
-404
96
$1.19M 0.12%
11,390
+1,649
97
$1.19M 0.12%
32,566
-1,880
98
$1.18M 0.12%
21,939
+441
99
$1.16M 0.12%
17,029
100
$1.11M 0.12%
23,759
-987
2 3
4
5 6