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
176
$858K 0.05%
+69,086
177
$858K 0.05%
3,256
-224
178
$853K 0.05%
20,907
+18
179
$851K 0.05%
1,397
+141
180
$836K 0.05%
13,112
181
$830K 0.05%
386
-35
182
$829K 0.05%
3,378
-70
183
$820K 0.05%
469
-12
184
$812K 0.05%
8,860
-509
185
$806K 0.04%
2,734
-81
186
$793K 0.04%
13,468
+196
187
$788K 0.04%
7,281
-2,219
188
$776K 0.04%
17,942
+214
189
$770K 0.04%
9,365
+1,094
190
$762K 0.04%
2,547
-91
191
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2,014
-115
192
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27,604
193
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4,800
-92
194
$721K 0.04%
14,395
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195
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18,249
-1,121
196
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24,438
-235
197
$697K 0.04%
16,716
+185
198
$681K 0.04%
7,490
-116
199
$679K 0.04%
4,935
-33
200
$674K 0.04%
3,108
-65
6 7
8
9 10