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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
+2.7%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.52B
AUM Growth
+$78.6M
Cap. Flow
+$13.3M
Cap. Flow %
0.87%
Top 10 Hldgs %
29.26%
Holding
489
New
48
Increased
184
Reduced
185
Closed
36

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$1.75M
2
AMZN icon
Amazon
AMZN
+$1.44M
3
ABBV icon
AbbVie
ABBV
+$1.41M
4
BA icon
Boeing
BA
+$1.36M
5
FULT icon
Fulton Financial
FULT
+$1.16M

Top Sells

Rank Stock Value
1
AET
Aetna Inc
AET
+$2.51M
2
TJX icon
TJX Companies
TJX
+$1.5M
3
SNY icon
Sanofi
SNY
+$1.32M
4
DIS icon
Walt Disney
DIS
+$1.29M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$997K

Sector Composition

Rank Sector Weight
1 Financials 6.4%
2 Technology 6%
3 Healthcare 4.52%
4 Communication Services 3.11%
5 Consumer Discretionary 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TECK icon
226
Teck Resources
TECK
$29.5B
$425K 0.03%
17,616
-1,225
-7% -$29.4K
RDS.B
227
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$425K 0.03%
5,996
-605
-9% -$41.9K
DOV icon
228
Dover
DOV
$27.2B
$423K 0.03%
4,784
-18
-0.4% -$1.49K
AXA
229
DELISTED
AXA ADS (1 ORD SHS)
AXA
$421K 0.03%
15,640
-1,410
-8% -$38K
ASX icon
230
ASE Group
ASX
$80.8B
$418K 0.03%
86,681
-6,215
-7% -$29.4K
BSMX
231
DELISTED
Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México
BSMX
$418K 0.03%
53,264
-3,285
-6% -$25.8K
BAX icon
232
Baxter International
BAX
$11.6B
$415K 0.03%
5,387
+13
+0.2% +$964
FMS icon
233
Fresenius Medical Care
FMS
$13.2B
$415K 0.03%
+8,058
New +$403K
NXPI icon
234
NXP Semiconductors
NXPI
$68B
$406K 0.03%
4,746
-133
-3% -$12.8K
RYAAY icon
235
Ryanair
RYAAY
$29.5B
$406K 0.03%
10,565
-1,028
-9% -$42.3K
BAP icon
236
Credicorp
BAP
$30.9B
$403K 0.03%
+1,808
New +$405K
BIDU icon
237
Baidu
BIDU
$35.8B
$401K 0.03%
1,753
-194
-10% -$45.6K
NTAP icon
238
NetApp
NTAP
$32.9B
$400K 0.03%
4,657
-2,370
-34% -$196K
SHI
239
DELISTED
Sinopec Shanghai Petrochemical Co., Ltd.
SHI
$398K 0.03%
6,591
-444
-6% -$26.2K
SEO
240
DELISTED
STORA ENSO OYJ, ADS(RP 1 SR R)
SEO
$391K 0.03%
20,481
-2,489
-11% -$47.5K
E icon
241
ENI
E
$76B
$383K 0.03%
+10,162
New +$383K
ACN icon
242
Accenture
ACN
$89.9B
$377K 0.02%
2,217
-72
-3% -$12K
WRK
243
DELISTED
WestRock Company
WRK
$377K 0.02%
7,055
+385
+6% +$21.6K
DAR icon
244
Darling Ingredients
DAR
$9.93B
$366K 0.02%
18,930
+1,800
+11% +$35.5K
ZTS icon
245
Zoetis
ZTS
$31.6B
$366K 0.02%
3,994
+407
+11% +$36.1K
PPLI
246
People Inc
PPLI
$3.1B
$364K 0.02%
9,417
-347
-4% -$11.3K
ETN icon
247
Eaton
ETN
$157B
$360K 0.02%
4,150
-620
-13% -$50.7K
ST icon
248
Sensata Technologies
ST
$6.65B
$356K 0.02%
+7,190
New +$376K
EQIX icon
249
Equinix
EQIX
$107B
$355K 0.02%
818
+38
+5% +$16.6K
SCHW
250
Charles Schwab
SCHW
$177B
$355K 0.02%
7,238
+266
+4% +$13.6K
8 9
10
11 12

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MWM
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AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
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 Q3 2018 Portfolio in Review

As of Q3 2018, Fulton Bank held 489 positions worth $1.52B, up 5.4% from $1.44B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Fulton Bank's Q3 2018 filing shows 48 new, 184 increased, 185 reduced and 36 closed positions. Its largest new stake was iShares Core MSCI EAFE ETF: 16,319 shares worth $1.05M. The largest sale was Aetna Inc, an estimated $2.51M.

By sector, the portfolio is most concentrated in Financials at 6.4% of assets, up from 6.3% a quarter earlier, followed by Technology and Healthcare.

  • Fulton Bank's largest Q3 2018 buy was iShares Core MSCI EAFE ETF: 16,319 shares worth $1.05M.
  • Fulton Bank added most to NVIDIA in Q3 2018, an estimated $1.75M increase.
  • Fulton Bank's biggest Q3 2018 reduction was Aetna Inc, cutting an estimated $2.51M.
  • Fulton Bank fully exited Vanguard S&P 500 ETF in Q3 2018, selling an estimated $586K.
  • Fulton Bank's ten largest holdings make up 29% of its $1.52B portfolio in Q3 2018.
  • Fulton Bank opened 48 new positions and closed 36 in Q3 2018.
  • Fulton Bank's portfolio value rose 5.4% quarter-over-quarter to $1.52B.

Based on Fulton Bank's 13F filing for Q3 2018, filed 3 Oct 2018.