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
126
$1.38M 0.08%
26,693
-556
127
$1.37M 0.08%
8,891
+123
128
$1.35M 0.08%
10,567
+82
129
$1.34M 0.07%
11,038
-215
130
$1.32M 0.07%
31,681
+615
131
$1.32M 0.07%
7,004
132
$1.32M 0.07%
17,234
+43
133
$1.31M 0.07%
28,550
-794
134
$1.31M 0.07%
52,592
+386
135
$1.28M 0.07%
13,371
-11,239
136
$1.24M 0.07%
22,384
-426
137
$1.22M 0.07%
16,223
-668
138
$1.21M 0.07%
32,476
-380
139
$1.21M 0.07%
10,278
+2,013
140
$1.2M 0.07%
8,645
-43
141
$1.2M 0.07%
34,924
+578
142
$1.19M 0.07%
4,019
-116
143
$1.19M 0.07%
6,768
+6
144
$1.17M 0.07%
5,645
145
$1.16M 0.06%
25,077
+1,336
146
$1.16M 0.06%
24,906
-2,050
147
$1.15M 0.06%
14,794
-156
148
$1.12M 0.06%
4,091
-390
149
$1.11M 0.06%
16,310
+28
150
$1.1M 0.06%
27,495
+709
4 5
6
7 8