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
151
$1.55M 0.07%
38,524
-63
152
$1.53M 0.07%
13,302
-4,992
153
$1.52M 0.07%
18,718
-171
154
$1.5M 0.07%
4,817
+441
155
$1.49M 0.07%
7,659
+473
156
$1.48M 0.07%
25,647
+236
157
$1.46M 0.07%
6,845
-143
158
$1.45M 0.07%
6,645
+154
159
$1.44M 0.07%
53,259
-710
160
$1.44M 0.06%
28,498
-322
161
$1.43M 0.06%
4,334
+338
162
$1.4M 0.06%
5,322
163
$1.39M 0.06%
5,789
-252
164
$1.39M 0.06%
+46,734
165
$1.37M 0.06%
28,368
-331
166
$1.36M 0.06%
9,229
-164
167
$1.35M 0.06%
5,726
-42
168
$1.34M 0.06%
10,229
+315
169
$1.33M 0.06%
9,228
-896
170
$1.32M 0.06%
+61,231
171
$1.28M 0.06%
11,850
+1,123
172
$1.28M 0.06%
10,563
+164
173
$1.27M 0.06%
9,149
+43
174
$1.26M 0.06%
21,376
+1,672
175
$1.24M 0.06%
10,380
+801
5 6
7
8 9