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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
XOMExxon Mobil Corp
Recent Activity
Increased 20.71%
0.23%
$5.914M
54,975 shares@ $107.57 avg price
NWKDXNationwide Mut Fds New
Recent Activity
Increased 9.21%
0.23%
$5.795M
67,279 shares@ $86.14 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 6.37%
0.22%
$5.473M
10,819 shares@ $505.86 avg price
KOCoca Cola Co
Recent Activity
Increased 5.66%
0.2%
$5.018M
80,605 shares@ $62.26 avg price
AMGNAmgen Inc
Recent Activity
Increased 13.37%
0.18%
$4.65M
17,840 shares@ $260.64 avg price
PGProcter And Gamble Co
Recent Activity
Increased 1.35%
0.18%
$4.632M
27,630 shares@ $167.65 avg price
ACNAccenture Plc Ireland
Recent Activity
Increased 7.37%
0.18%
$4.452M
12,655 shares@ $351.79 avg price
MCKMckesson Corp
Recent Activity
Increased 6.19%
0.17%
$4.246M
7,450 shares@ $569.91 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Increased 3.66%
0.17%
$4.246M
8,161 shares@ $520.23 avg price
VTIPVanguard Malvern Fds
Recent Activity
Increased 25.8%
0.17%
$4.174M
86,206 shares@ $48.42 avg price