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
$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
151
$1.07M 0.06%
3,822
-42
152
$1.06M 0.06%
26,333
153
$1.06M 0.06%
10,124
+1,630
154
$1.05M 0.06%
13,956
-8,391
155
$1.05M 0.06%
24,945
-585
156
$1.05M 0.06%
4,673
+588
157
$1.04M 0.06%
4,569
+58
158
$1.03M 0.06%
8,708
-201
159
$1.03M 0.06%
3,115
-142
160
$1.03M 0.06%
3,783
-29
161
$1.03M 0.06%
8,028
-212
162
$991K 0.06%
7,864
-705
163
$984K 0.05%
8,368
+74
164
$981K 0.05%
12,889
+59
165
$980K 0.05%
3,530
+95
166
$963K 0.05%
55,867
+44,745
167
$950K 0.05%
14,076
+231
168
$935K 0.05%
5,067
-194
169
$931K 0.05%
11,008
+1,633
170
$931K 0.05%
6,672
+308
171
$928K 0.05%
4,710
-25
172
$921K 0.05%
11,819
-588
173
$919K 0.05%
18,946
-10,192
174
$913K 0.05%
6,677
-825
175
$863K 0.05%
4,265
-97
5 6
7
8 9