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
STZ icon
151
Constellation Brands
STZ
$27.2B
$1.82M 0.06%
13,159
-120
SKYY icon
152
First Trust Cloud Computing ETF
SKYY
$2.85B
$1.8M 0.06%
13,860
-117
REGN icon
153
Regeneron Pharmaceuticals
REGN
$77B
$1.78M 0.06%
2,305
-261
CVS icon
154
CVS Health
CVS
$99.8B
$1.77M 0.06%
22,351
-2,485
MTD icon
155
Mettler-Toledo International
MTD
$29.8B
$1.77M 0.06%
1,269
-8
NOW icon
156
ServiceNow
NOW
$134B
$1.77M 0.06%
11,547
+87
ISRG icon
157
Intuitive Surgical
ISRG
$190B
$1.76M 0.06%
3,115
+13
SPY icon
158
SPDR S&P 500 ETF Trust
SPY
$714B
$1.75M 0.06%
2,562
+46
CME icon
159
CME Group
CME
$101B
$1.74M 0.06%
+6,387
TSM icon
160
TSMC
TSM
$1.78T
$1.74M 0.06%
5,726
+919
FDX icon
161
FedEx
FDX
$72.5B
$1.73M 0.06%
6,003
+77
TSN icon
162
Tyson Foods
TSN
$21.2B
$1.72M 0.06%
29,280
-1,454
CRWD icon
163
CrowdStrike
CRWD
$114B
$1.72M 0.06%
3,660
+1,159
SO icon
164
Southern Company
SO
$97.9B
$1.71M 0.06%
19,596
-2,214
EA icon
165
Electronic Arts
EA
$51.1B
$1.71M 0.06%
8,361
+833
COF icon
166
Capital One
COF
$152B
$1.7M 0.06%
7,033
-46
AEP icon
167
American Electric Power
AEP
$64.1B
$1.69M 0.06%
14,657
-2,522
LPLA icon
168
LPL Financial
LPLA
$30.3B
$1.68M 0.06%
4,709
+77
KKR icon
169
KKR & Co
KKR
$117B
$1.67M 0.06%
13,088
-557
STLD icon
170
Steel Dynamics
STLD
$25.3B
$1.66M 0.06%
9,791
+1,457
INTU icon
171
Intuit
INTU
$152B
$1.63M 0.06%
2,467
+41
UBER icon
172
Uber
UBER
$176B
$1.62M 0.06%
19,808
-5,085
NEM icon
173
Newmont
NEM
$125B
$1.59M 0.06%
15,950
-2,127
MPC icon
174
Marathon Petroleum
MPC
$52.8B
$1.59M 0.05%
9,770
-236
ICE icon
175
Intercontinental Exchange
ICE
$99.2B
$1.58M 0.05%
9,762
+3,392
5 6
7
8 9