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
$2.22B
AUM Growth
+$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.49M
3
+$1.39M
4
KVUE icon
Kenvue
KVUE
+$1.32M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.08M

Top Sells

1
+$7.07M
2
+$1.15M
3
+$1.13M
4
INTC icon
Intel
INTC
+$845K
5
NVDA icon
NVIDIA
NVDA
+$699K

Sector Composition

1 Technology 10.07%
2 Financials 5.89%
3 Healthcare 4.65%
4 Consumer Discretionary 4.1%
5 Industrials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.92M 0.09%
8,486
-197
127
$1.92M 0.09%
21,861
+315
128
$1.91M 0.09%
58,876
+2,142
129
$1.87M 0.08%
22,341
+645
130
$1.87M 0.08%
7,389
+70
131
$1.82M 0.08%
38,628
-1,785
132
$1.81M 0.08%
28,635
+450
133
$1.8M 0.08%
25,555
+4,228
134
$1.78M 0.08%
44,290
+772
135
$1.75M 0.08%
35,762
+446
136
$1.74M 0.08%
44,456
-379
137
$1.74M 0.08%
16,467
+4,075
138
$1.71M 0.08%
17,849
+481
139
$1.69M 0.08%
4,237
-548
140
$1.67M 0.08%
4,108
+59
141
$1.67M 0.08%
1,375
+86
142
$1.66M 0.07%
30,025
+4,550
143
$1.66M 0.07%
15,050
-1,062
144
$1.65M 0.07%
20,769
-2,232
145
$1.65M 0.07%
34,411
+17,541
146
$1.62M 0.07%
9,522
-310
147
$1.61M 0.07%
18,800
+282
148
$1.59M 0.07%
5,108
+106
149
$1.56M 0.07%
10,546
-1,169
150
$1.56M 0.07%
32,207
-5,210
4 5
6
7 8