FB

Fulton Bank Portfolio holdings

AUM $2.86B
1-Year Est. Return 11.4%
This Quarter Est. Return
1 Year Est. Return
+11.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.86B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1 +$5.18M
2 +$4.11M
3 +$2.43M
4
STLD icon
Steel Dynamics
STLD
+$1.16M
5
STRL icon
Sterling Infrastructure
STRL
+$1.08M

Top Sells

1 +$5.56M
2 +$2.3M
3 +$1.86M
4
ORCL icon
Oracle
ORCL
+$1.6M
5
CVX icon
Chevron
CVX
+$1.38M

Sector Composition

1 Technology 12.02%
2 Financials 5.66%
3 Communication Services 4.1%
4 Consumer Discretionary 4.05%
5 Healthcare 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KKR icon
151
KKR & Co
KKR
$114B
$1.77M 0.06%
13,645
+138
GILD icon
152
Gilead Sciences
GILD
$153B
$1.77M 0.06%
15,928
-5,098
RCL icon
153
Royal Caribbean
RCL
$70.8B
$1.71M 0.06%
5,290
+267
SBUX icon
154
Starbucks
SBUX
$96.9B
$1.7M 0.06%
20,041
-1,379
NEE icon
155
NextEra Energy
NEE
$173B
$1.69M 0.06%
22,368
-1,268
SPY icon
156
SPDR S&P 500 ETF Trust
SPY
$700B
$1.68M 0.06%
2,516
-470
COIN icon
157
Coinbase
COIN
$74B
$1.67M 0.06%
4,954
-150
TSN icon
158
Tyson Foods
TSN
$19.9B
$1.67M 0.06%
30,734
-2,900
INTU icon
159
Intuit
INTU
$184B
$1.66M 0.06%
2,426
-91
VONG icon
160
Vanguard Russell 1000 Growth ETF
VONG
$33.6B
$1.65M 0.06%
13,717
+88
CPRT icon
161
Copart
CPRT
$37.6B
$1.62M 0.06%
36,104
-1,142
MMM icon
162
3M
MMM
$90.3B
$1.61M 0.06%
10,384
-224
WFC icon
163
Wells Fargo
WFC
$283B
$1.61M 0.06%
19,170
-962
DTE icon
164
DTE Energy
DTE
$27.4B
$1.59M 0.06%
11,250
-926
IJR icon
165
iShares Core S&P Small-Cap ETF
IJR
$89.1B
$1.58M 0.06%
13,315
-836
MTD icon
166
Mettler-Toledo International
MTD
$29B
$1.57M 0.05%
1,277
-55
LPLA icon
167
LPL Financial
LPLA
$29.3B
$1.54M 0.05%
4,632
+49
PANW icon
168
Palo Alto Networks
PANW
$136B
$1.54M 0.05%
7,562
-746
NEM icon
169
Newmont
NEM
$98.8B
$1.52M 0.05%
18,077
+1,474
EA icon
170
Electronic Arts
EA
$50.9B
$1.52M 0.05%
7,528
-257
CAT icon
171
Caterpillar
CAT
$282B
$1.52M 0.05%
3,178
+122
MU icon
172
Micron Technology
MU
$256B
$1.51M 0.05%
9,036
+1,184
COF icon
173
Capital One
COF
$146B
$1.5M 0.05%
7,079
-13
AMCR icon
174
Amcor
AMCR
$19.3B
$1.47M 0.05%
179,903
+99,727
WMB icon
175
Williams Companies
WMB
$77.5B
$1.46M 0.05%
23,111
+1,415