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
AMD icon
176
Advanced Micro Devices
AMD
$377B
$1.57M 0.05%
7,313
+1,164
NEE icon
177
NextEra Energy
NEE
$174B
$1.56M 0.05%
19,485
-2,883
UL icon
178
Unilever
UL
$141B
$1.56M 0.05%
23,806
+16,851
MO icon
179
Altria Group
MO
$104B
$1.55M 0.05%
26,968
+13,384
BX icon
180
Blackstone
BX
$126B
$1.55M 0.05%
10,059
-1,614
C icon
181
Citigroup
C
$206B
$1.55M 0.05%
13,281
+1,394
JCI icon
182
Johnson Controls International
JCI
$70B
$1.54M 0.05%
12,860
+215
VB icon
183
Vanguard Small-Cap ETF
VB
$73.7B
$1.52M 0.05%
5,912
+247
RCL icon
184
Royal Caribbean
RCL
$75.3B
$1.51M 0.05%
5,405
+115
BK icon
185
Bank of New York Mellon
BK
$83.5B
$1.48M 0.05%
12,788
VBR icon
186
Vanguard Small-Cap Value ETF
VBR
$34.2B
$1.46M 0.05%
6,895
AMCR icon
187
Amcor
AMCR
$18.9B
$1.46M 0.05%
34,903
-1,078
IJK icon
188
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.73B
$1.45M 0.05%
15,013
+150
KDP icon
189
Keurig Dr Pepper
KDP
$37.2B
$1.45M 0.05%
51,705
+1,780
SBUX icon
190
Starbucks
SBUX
$106B
$1.44M 0.05%
17,084
-2,957
CIEN icon
191
Ciena
CIEN
$34.3B
$1.43M 0.05%
6,095
-2,260
AZN icon
192
AstraZeneca
AZN
$293B
$1.42M 0.05%
15,422
-340
LECO icon
193
Lincoln Electric
LECO
$14.5B
$1.42M 0.05%
5,909
-61
DTE icon
194
DTE Energy
DTE
$28.1B
$1.41M 0.05%
10,913
-337
MMM icon
195
3M
MMM
$89.1B
$1.4M 0.05%
8,748
-1,636
HUBB icon
196
Hubbell
HUBB
$26B
$1.39M 0.05%
3,136
+401
PANW icon
197
Palo Alto Networks
PANW
$131B
$1.38M 0.05%
7,518
-44
TQQQ icon
198
ProShares UltraPro QQQ
TQQQ
$30B
$1.37M 0.05%
26,080
ZTS icon
199
Zoetis
ZTS
$54.9B
$1.32M 0.05%
10,506
-2,693
BMO icon
200
Bank of Montreal
BMO
$96.7B
$1.31M 0.05%
10,101
-3,559