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
1
$54.7M 2.46%
284,124
-5,949
2
$44.2M 1.99%
117,422
-368
3
$33.8M 1.52%
2,054,858
-19,653
4
$26.7M 1.2%
88,171
+1,112
5
$21.3M 0.96%
139,999
-152
6
$21.1M 0.95%
127,544
-1,267
7
$19M 0.86%
136,098
-2,389
8
$17.6M 0.79%
354,420
-14,110
9
$15.9M 0.72%
33,292
+9,392
10
$15.8M 0.71%
44,766
+481
11
$12.7M 0.57%
29,862
-1,175
12
$9.98M 0.45%
70,836
-527
13
$9.27M 0.42%
15,955
-1,179
14
$9.18M 0.41%
53,992
+127
15
$8.75M 0.39%
33,604
-174
16
$8.44M 0.38%
77,389
-988
17
$8.27M 0.37%
18,935
+11,470
18
$8.04M 0.36%
23,198
+398
19
$7.88M 0.35%
13,203
-379
20
$7.86M 0.35%
22,047
-244
21
$7.82M 0.35%
155,611
-16,823
22
$7.58M 0.34%
97,460
-1,599
23
$7.53M 0.34%
39,189
+759
24
$7.5M 0.34%
99,574
-1,502
25
$7.44M 0.34%
47,475
-1,377
1
2 3 4 5