test

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
HLMVXHarding Loevner Fds Inc
Recent Activity
Increased 12.09%
0.14%
$3.421M
100,930 shares@ $33.9 avg price
IEFAIshares Tr
Recent Activity
Increased 50.7%
0.14%
$3.4M
48,374 shares@ $70.28 avg price
ABTAbbott Labs
Recent Activity
Increased 6.85%
0.13%
$3.366M
29,761 shares@ $113.11 avg price
SHWSherwin Williams Co
Recent Activity
Increased 7.05%
0.13%
$3.323M
9,776 shares@ $339.93 avg price
CBRECbre Group Inc
Recent Activity
Increased 342%
0.13%
$3.262M
24,849 shares@ $131.29 avg price
BKNGBooking Holdings Inc
Recent Activity
Increased 7.48%
0.12%
$3.001M
604 shares@ $4968.42 avg price
RTXRtx Corporation
Recent Activity
Increased 14.18%
0.12%
$2.966M
25,633 shares@ $115.72 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 59.11%
0.12%
$2.928M
58,418 shares@ $50.13 avg price
VSIAXVanguard Bd Index Fds
Recent Activity
Increased 5.7%
0.11%
$2.79M
32,754 shares@ $85.18 avg price
APPApplovin Corp
Recent Activity
Increased 12.08%
0.11%
$2.73M
8,429 shares@ $323.83 avg price