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
76
$2.54M 0.14%
51,560
-1,099
77
$2.52M 0.14%
13,818
+1,992
78
$2.52M 0.14%
14,974
-417
79
$2.52M 0.14%
21,379
80
$2.49M 0.14%
18,455
+2,961
81
$2.45M 0.14%
10,320
+359
82
$2.42M 0.14%
14,338
-241
83
$2.42M 0.13%
25,176
-355
84
$2.41M 0.13%
154,738
+26,739
85
$2.35M 0.13%
26,431
+3,588
86
$2.33M 0.13%
74,585
-1,580
87
$2.28M 0.13%
20,956
+289
88
$2.26M 0.13%
10,050
+406
89
$2.16M 0.12%
13,087
-963
90
$2.15M 0.12%
35,325
-1,753
91
$2.13M 0.12%
70,870
+1,969
92
$2.12M 0.12%
24,567
+100
93
$2.09M 0.12%
16,482
-451
94
$2.06M 0.11%
24,018
-3,170
95
$2M 0.11%
15,913
-1,758
96
$1.97M 0.11%
15,192
+2,922
97
$1.97M 0.11%
7,743
-294
98
$1.94M 0.11%
11,474
-74
99
$1.94M 0.11%
30,665
-11,719
100
$1.93M 0.11%
9,684
+1,053
2 3
4
5 6