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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
WCMIXInvestment Managers Ser Tr
Recent Activity
Increased 1.74%
0.16%
$4.123M
189,462 shares@ $21.77 avg price
HONHoneywell Intl Inc
Recent Activity
Increased 0.81%
0.16%
$3.956M
17,514 shares@ $225.89 avg price
VTIVanguard Index Fds
Recent Activity
Increased 1.86%
0.15%
$3.844M
13,265 shares@ $289.81 avg price
PEPPepsico Inc
Recent Activity
Increased 9.39%
0.15%
$3.823M
25,141 shares@ $152.06 avg price
FTVZXCapitol Ser Tr
Recent Activity
Increased 1.09%
0.15%
$3.711M
109,206 shares@ $33.99 avg price
AMATApplied Matls Inc
Recent Activity
Increased 221.82%
0.14%
$3.63M
22,321 shares@ $162.63 avg price
IWMIshares Tr
Recent Activity
Increased 9.27%
0.14%
$3.579M
16,198 shares@ $220.96 avg price
DVYIshares Tr
Recent Activity
Increased 20.43%
0.14%
$3.536M
26,935 shares@ $131.29 avg price
CRMSalesforce Inc
Recent Activity
Increased 13.73%
0.14%
$3.524M
10,541 shares@ $334.33 avg price
BMYBristol-myers Squibb Co
Recent Activity
Increased 5.18%
0.14%
$3.521M
62,249 shares@ $56.56 avg price