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Fulton Bank Portfolio holdings

AUM $3.27B
1-Year Est. Return 17.38%
This Fund
S&P 500
This Quarter Est. Return
-0.54%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.43B
AUM Growth
+$13M
Cap. Flow
+$29.7M
Cap. Flow %
2.08%
Top 10 Hldgs %
32.05%
Holding
458
New
23
Increased
170
Reduced
208
Closed
24

Top Buys

Rank Stock Value
1
SIGI icon
Selective Insurance
SIGI
+$2.67M
2
NVDA icon
NVIDIA
NVDA
+$2.24M
3
WMT icon
Walmart Inc
WMT
+$1.25M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$656K
5
GILD icon
Gilead Sciences
GILD
+$633K

Top Sells

Rank Stock Value
1
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.53M
2
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.31M
3
ABBV icon
AbbVie
ABBV
+$1.19M
4
MSFT icon
Microsoft
MSFT
+$1.04M
5
GE icon
GE Aerospace
GE
+$829K

Sector Composition

Rank Sector Weight
1 Financials 6.55%
2 Technology 5.6%
3 Healthcare 4.25%
4 Communication Services 3.5%
5 Consumer Staples 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EMR icon
226
Emerson Electric
EMR
$82.5B
$434K 0.03%
6,352
-101
-2% -$7.19K
SONY icon
227
Sony
SONY
$131B
$432K 0.03%
+44,600
New +$439K
PPLI
228
People Inc
PPLI
$3.14B
$427K 0.03%
15,275
-112
-0.7% -$2.95K
BIDU icon
229
Baidu
BIDU
$36.2B
$423K 0.03%
1,897
– –
AXA
230
DELISTED
AXA ADS (1 ORD SHS)
AXA
$422K 0.03%
15,908
+275
+2% +$7.29K
CHKP icon
231
Check Point Software Technologies
CHKP
$13.7B
$419K 0.03%
4,212
-20
-0.5% -$2.06K
PPC icon
232
Pilgrim's Pride
PPC
$6.98B
$413K 0.03%
16,808
-5,340
-24% -$143K
RTN
233
DELISTED
Raytheon Company
RTN
$410K 0.03%
1,900
+161
+9% +$33.3K
SEO
234
DELISTED
STORA ENSO OYJ, ADS(RP 1 SR R)
SEO
$408K 0.03%
+21,638
New +$408K
BR icon
235
Broadridge
BR
$17.8B
$406K 0.03%
3,708
-914
-20% -$90.8K
SCHW
236
Charles Schwab
SCHW
$180B
$403K 0.03%
7,712
+2,599
+51% +$139K
SHI
237
DELISTED
Sinopec Shanghai Petrochemical Co., Ltd.
SHI
$399K 0.03%
6,495
+187
+3% +$11.3K
MMP
238
DELISTED
Magellan Midstream Partners, L.P.
MMP
$395K 0.03%
6,770
-495
-7% -$33.2K
AOS icon
239
A.O. Smith
AOS
$8.58B
$393K 0.03%
+6,180
New +$399K
ETN icon
240
Eaton
ETN
$152B
$385K 0.03%
4,820
+413
+9% +$33.9K
KHC icon
241
Kraft Heinz
KHC
$31B
$380K 0.03%
6,095
-262
-4% -$18.8K
CI icon
242
Cigna
CI
$77B
$378K 0.03%
2,251
+483
+27% +$93.9K
IWV icon
243
iShares Russell 3000 ETF
IWV
$19.4B
$376K 0.03%
2,400
– –
JOYY
244
JOYY Inc
JOYY
$3.79B
$376K 0.03%
+3,575
New +$450K
CE icon
245
Celanese
CE
$4.9B
$373K 0.03%
3,721
-4,059
-52% -$428K
LLY icon
246
Eli Lilly
LLY
$1.07T
$366K 0.03%
4,730
– –
XL
247
DELISTED
XL Group Ltd.
XL
$364K 0.03%
+6,583
New +$289K
IWM icon
248
iShares Russell 2000 ETF
IWM
$80B
$362K 0.03%
2,387
-387
-14% -$59.8K
DAR icon
249
Darling Ingredients
DAR
$9.55B
$358K 0.03%
20,666
-5,168
-20% -$93.9K
GD icon
250
General Dynamics
GD
$105B
$347K 0.02%
1,574
+283
+22% +$61.6K
8 9
10
11 12

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MWM
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AFG
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PCM
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FEG
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AIP
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NMERB
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HIMC
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Fulton Bank's Q1 2018 Portfolio in Review

As of Q1 2018, Fulton Bank held 458 positions worth $1.43B, up 0.92% from $1.42B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Fulton Bank's Q1 2018 filing shows 23 new, 170 increased, 208 reduced and 24 closed positions. Its largest new stake was Selective Insurance: 45,295 shares worth $2.75M. The largest sale was iShares Russell 1000 Growth ETF, an estimated $2.53M.

By sector, the portfolio is most concentrated in Financials at 6.6% of assets, up from 6.2% a quarter earlier, followed by Technology and Healthcare.

  • Fulton Bank's largest Q1 2018 buy was Selective Insurance: 45,295 shares worth $2.75M.
  • Fulton Bank added most to NVIDIA in Q1 2018, an estimated $2.24M increase.
  • Fulton Bank's biggest Q1 2018 reduction was iShares Russell 1000 Growth ETF, cutting an estimated $2.53M.
  • Fulton Bank fully exited Huazhu Hotels Group in Q1 2018, selling an estimated $796K.
  • Fulton Bank's ten largest holdings make up 32% of its $1.43B portfolio in Q1 2018.
  • Fulton Bank opened 23 new positions and closed 24 in Q1 2018.
  • Fulton Bank's portfolio value rose 0.92% quarter-over-quarter to $1.43B.

Based on Fulton Bank's 13F filing for Q1 2018, filed 2 May 2018.