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
$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
1
$43M 2.4%
314,661
-5,593
2
$29.7M 1.66%
115,708
-881
3
$27.4M 1.53%
1,899,683
-82,690
4
$16.6M 0.93%
152,680
-40
5
$16.3M 0.91%
112,161
+236
6
$16.2M 0.9%
74,180
-5,910
7
$15M 0.84%
141,564
-836
8
$10.7M 0.6%
66,496
+707
9
$10.2M 0.57%
32,378
+809
10
$9.29M 0.52%
101,895
-7,157
11
$8.73M 0.49%
49,193
-1,781
12
$8.17M 0.46%
160,969
+18,667
13
$7.32M 0.41%
37,194
-624
14
$7.22M 0.4%
47,145
-11,189
15
$7.02M 0.39%
463,170
-3,020
16
$6.95M 0.39%
132,517
-7,980
17
$6.92M 0.39%
162,273
+22,250
18
$6.81M 0.38%
27,588
+2
19
$6.75M 0.38%
61,700
-700
20
$6.32M 0.35%
19,799
+423
21
$6.27M 0.35%
12,202
-265
22
$6.2M 0.35%
22,697
-184
23
$5.42M 0.3%
37,436
-13,383
24
$5.3M 0.3%
82,029
-1,655
25
$5.18M 0.29%
138,498
+7,839
1
2 3 4 5