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
AZO icon
176
AutoZone
AZO
$63.8B
$1.45M 0.05%
338
-24
REGN icon
177
Regeneron Pharmaceuticals
REGN
$75.9B
$1.44M 0.05%
2,566
-12
VB icon
178
Vanguard Small-Cap ETF
VB
$69.7B
$1.44M 0.05%
5,665
-2,700
VBR icon
179
Vanguard Small-Cap Value ETF
VBR
$32B
$1.44M 0.05%
6,895
IJK icon
180
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.21B
$1.43M 0.05%
14,863
+89
LECO icon
181
Lincoln Electric
LECO
$13.4B
$1.41M 0.05%
5,970
-287
ARE icon
182
Alexandria Real Estate Equities
ARE
$8B
$1.4M 0.05%
16,795
-64
FDX icon
183
FedEx
FDX
$64.3B
$1.4M 0.05%
5,926
+1,836
BK icon
184
Bank of New York Mellon
BK
$79.4B
$1.39M 0.05%
12,788
JCI icon
185
Johnson Controls International
JCI
$70B
$1.39M 0.05%
12,645
+91
ISRG icon
186
Intuitive Surgical
ISRG
$202B
$1.39M 0.05%
3,102
-590
TQQQ icon
187
ProShares UltraPro QQQ
TQQQ
$31.1B
$1.35M 0.05%
26,080
-1,120
TSM icon
188
TSMC
TSM
$1.51T
$1.34M 0.05%
4,807
+54
J icon
189
Jacobs Solutions
J
$16.7B
$1.32M 0.05%
8,803
+233
COR icon
190
Cencora
COR
$65.3B
$1.3M 0.05%
4,151
-3
KDP icon
191
Keurig Dr Pepper
KDP
$38.7B
$1.27M 0.04%
49,925
-4,880
IEMG icon
192
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
$1.25M 0.04%
19,029
-935
RJF icon
193
Raymond James Financial
RJF
$32B
$1.23M 0.04%
7,125
-132
CRWD icon
194
CrowdStrike
CRWD
$129B
$1.23M 0.04%
2,501
-306
KGC icon
195
Kinross Gold
KGC
$32.8B
$1.23M 0.04%
49,303
+4,221
CIEN icon
196
Ciena
CIEN
$27.6B
$1.22M 0.04%
8,355
+229
AZN icon
197
AstraZeneca
AZN
$279B
$1.21M 0.04%
15,762
-280
C icon
198
Citigroup
C
$193B
$1.21M 0.04%
11,887
+200
WEC icon
199
WEC Energy
WEC
$34.6B
$1.2M 0.04%
10,479
-576
MDT icon
200
Medtronic
MDT
$131B
$1.2M 0.04%
12,570
+563
6 7
8
9 10