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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
APHAmphenol Corp New
Recent Activity
Decreased -1.76%
0.23%
$5.854M
84,295 shares@ $69.45 avg price
DISDisney Walt Co
Recent Activity
Decreased -6.37%
0.23%
$5.847M
52,506 shares@ $111.35 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
VEIRXVanguard Fenway Fds
Recent Activity
Decreased -12.84%
0.21%
$5.256M
59,613 shares@ $88.18 avg price
WMTWalmart Inc
Recent Activity
Decreased -20.72%
0.21%
$5.228M
57,868 shares@ $90.35 avg price
TJXTjx Cos Inc New
Recent Activity
Decreased -14.78%
0.2%
$5.152M
42,645 shares@ $120.81 avg price
KOCoca Cola Co
Recent Activity
Increased 5.66%
0.2%
$5.018M
80,605 shares@ $62.26 avg price
HPQHp Inc
Recent Activity
Decreased -0.35%
0.2%
$4.934M
151,209 shares@ $32.63 avg price
SVAIXFederated Hermes Equity Fds
Recent Activity
Decreased -2.81%
0.19%
$4.918M
832,217 shares@ $5.92 avg price