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
101
$1.91M 0.11%
47,652
-4,506
102
$1.89M 0.11%
10,833
-1,342
103
$1.87M 0.1%
3,167
+26
104
$1.86M 0.1%
8,180
+100
105
$1.84M 0.1%
153,054
+445
106
$1.84M 0.1%
4,768
-685
107
$1.82M 0.1%
17,449
-589
108
$1.8M 0.1%
9,300
+532
109
$1.75M 0.1%
18,748
-320
110
$1.75M 0.1%
7,198
+130
111
$1.7M 0.09%
27,037
+2,613
112
$1.69M 0.09%
8,615
-389
113
$1.69M 0.09%
3,939
+1
114
$1.68M 0.09%
41,822
+299
115
$1.68M 0.09%
36,726
+26,461
116
$1.61M 0.09%
11,396
+5,473
117
$1.55M 0.09%
23,569
+718
118
$1.49M 0.08%
11,771
+291
119
$1.46M 0.08%
53,791
-2,903
120
$1.46M 0.08%
16,207
+431
121
$1.44M 0.08%
3,651
+121
122
$1.43M 0.08%
13,463
+944
123
$1.42M 0.08%
5,557
+48
124
$1.39M 0.08%
1,212
+2
125
$1.39M 0.08%
4,941
+643
3 4
5
6 7