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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
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -2.74%
0.5%
$12.78M
53,314 shares@ $239.71 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
TSLATesla Inc
Recent Activity
Increased 18.62%
0.41%
$10.445M
25,865 shares@ $403.84 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -6.23%
0.4%
$10.317M
22,761 shares@ $453.28 avg price
HDHome Depot Inc
Recent Activity
Decreased -0.24%
0.4%
$10.197M
26,213 shares@ $388.99 avg price
VVisa Inc
Recent Activity
Decreased -2.11%
0.39%
$10.058M
31,826 shares@ $316.04 avg price
NFLXNetflix Inc
Recent Activity
Decreased -2.4%
0.39%
$9.969M
11,185 shares@ $891.32 avg price
ABBVAbbvie Inc
Recent Activity
Increased 11.22%
0.37%
$9.429M
53,062 shares@ $177.7 avg price
EFAIshares Tr
Recent Activity
Increased 19.27%
0.35%
$8.87M
117,309 shares@ $75.61 avg price