FB

Fulton Bank Portfolio holdings

AUM $2.89B
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.89B
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
709
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$4.46M
3
+$3.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.41M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.72M

Top Sells

1
+$10.3M
2
+$4.36M
3
+$2.69M
4
APH icon
Amphenol
APH
+$1.54M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$1.4M

Sector Composition

1 Technology 12.32%
2 Financials 5.48%
3 Communication Services 4.01%
4 Consumer Discretionary 3.81%
5 Healthcare 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XEL icon
126
Xcel Energy
XEL
$44.7B
$2.24M 0.08%
30,305
-2,605
CAT icon
127
Caterpillar
CAT
$303B
$2.23M 0.08%
3,901
+723
VLO icon
128
Valero Energy
VLO
$56B
$2.23M 0.08%
13,693
-1,657
CIBR icon
129
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.8B
$2.21M 0.08%
30,971
+3,907
BURL icon
130
Burlington
BURL
$19.3B
$2.17M 0.08%
7,513
-39
GSK icon
131
GSK
GSK
$97.3B
$2.1M 0.07%
42,904
-2,684
WFC icon
132
Wells Fargo
WFC
$273B
$2.08M 0.07%
22,287
+3,117
PPL icon
133
PPL Corp
PPL
$27.2B
$2.06M 0.07%
58,741
+582
DHR icon
134
Danaher
DHR
$167B
$2.01M 0.07%
8,780
-546
FAST icon
135
Fastenal
FAST
$50.2B
$1.99M 0.07%
49,614
-325
JMST icon
136
JPMorgan Ultra-Short Municipal Income ETF
JMST
$6.41B
$1.97M 0.07%
38,739
-17,810
VONG icon
137
Vanguard Russell 1000 Growth ETF
VONG
$35.9B
$1.97M 0.07%
16,142
+2,425
LKQ icon
138
LKQ Corp
LKQ
$8.58B
$1.96M 0.07%
64,994
-2,974
SYK icon
139
Stryker
SYK
$139B
$1.93M 0.07%
5,481
-123
O icon
140
Realty Income
O
$56.4B
$1.92M 0.07%
33,991
-855
IJR icon
141
iShares Core S&P Small-Cap ETF
IJR
$94.1B
$1.9M 0.07%
15,784
+2,469
BSX icon
142
Boston Scientific
BSX
$131B
$1.89M 0.07%
19,834
-125
KMB icon
143
Kimberly-Clark
KMB
$33B
$1.89M 0.07%
18,743
-732
TRP icon
144
TC Energy
TRP
$57.2B
$1.88M 0.06%
34,093
-156
SNOW icon
145
Snowflake
SNOW
$72B
$1.87M 0.06%
8,508
+473
INCY icon
146
Incyte
INCY
$20.9B
$1.86M 0.06%
18,877
-2,821
WSM icon
147
Williams-Sonoma
WSM
$25.3B
$1.86M 0.06%
10,438
+55
COR icon
148
Cencora
COR
$68.8B
$1.84M 0.06%
5,441
+1,290
PEG icon
149
Public Service Enterprise Group
PEG
$39.6B
$1.84M 0.06%
22,865
+1,536
VYM icon
150
Vanguard High Dividend Yield ETF
VYM
$71.5B
$1.82M 0.06%
12,714
-124
4 5
6
7 8