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Pamela A. Minnick

@Fulton Bank, N.a.

Latest period2024 - Q4ReportedManaged Assets$2.594BTotal holdings665
Assets growth rate-0.96%Assets growth rate (2-Q avg)2.49%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Fulton Bank, N.a.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 665 positions.

Assets under management

The assets under management (AUM) of Fulton Bank, N.a. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 2.594B in assets, with a quarterly growth rate of -0.96% and a 2-quarter average growth rate of 2.49%. The portfolio is managed by Pamela A. Minnick, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOOVanguard Index Fds
Recent Activity
Increased 44.67%
1.13%
$29.251M
54,289 shares@ $538.81 avg price
VTMGXVanguard Tax-managed Fds
Recent Activity
Increased 0.79%
1.13%
$29.086M
1.894M shares@ $15.37 avg price
IVVIshares Tr
Recent Activity
Increased 15.61%
0.98%
$25.181M
42,775 shares@ $588.68 avg price
AVGOBroadcom Inc
Recent Activity
Increased 9.71%
0.87%
$22.396M
96,602 shares@ $231.84 avg price
DNSMXDriehaus Mut Fds
Recent Activity
Increased 6.92%
0.87%
$22.38M
957,232 shares@ $23.39 avg price
SFLNXSchwab Cap Tr
Recent Activity
Increased 9.77%
0.61%
$15.724M
564,410 shares@ $27.87 avg price
JMGMXJpmorgan Tr Ii
Recent Activity
Increased 8.84%
0.6%
$15.392M
297,603 shares@ $51.73 avg price
GOOGAlphabet Inc
Recent Activity
Increased 4.1%
0.58%
$14.791M
77,667 shares@ $190.44 avg price
LLYEli Lilly & Co
Recent Activity
Increased 9.52%
0.44%
$11.393M
14,758 shares@ $772.0 avg price
VMVAXVanguard Bd Index Fds
Recent Activity
Increased 0.92%
0.44%
$11.203M
133,708 shares@ $83.8 avg price