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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
+7.94%
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
+$263M
Cap. Flow
+$8.57M
Cap. Flow %
0.57%
Top 10 Hldgs %
30.92%
Holding
446
New
70
Increased
141
Reduced
187
Closed
24

Top Buys

Rank Stock Value
1
MRK icon
Merck
MRK
+$2.69M
2
MSFT icon
Microsoft
MSFT
+$2.48M
3
LLY icon
Eli Lilly
LLY
+$2.34M
4
ORCL icon
Oracle
ORCL
+$2.33M
5
UNH icon
UnitedHealth
UNH
+$2.08M

Top Sells

Rank Stock Value
1
GILD icon
Gilead Sciences
GILD
+$3.59M
2
AMAT icon
Applied Materials
AMAT
+$1.92M
3
SWKS icon
Skyworks Solutions
SWKS
+$1.81M
4
CMI icon
Cummins
CMI
+$1.77M
5
CTSH icon
Cognizant
CTSH
+$1.63M

Sector Composition

Rank Sector Weight
1 Technology 7.78%
2 Healthcare 5%
3 Financials 4.92%
4 Communication Services 3.8%
5 Consumer Discretionary 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LULU icon
226
lululemon athletica
LULU
$13.4B
$325K 0.02%
+1,042
New +$266K
LYB icon
227
LyondellBasell Industries
LYB
$18.9B
$325K 0.02%
4,945
-6,677
-57% -$397K
ADSK icon
228
Autodesk
ADSK
$47.7B
$323K 0.02%
+1,349
New +$265K
CAT icon
229
Caterpillar
CAT
$402B
$322K 0.02%
2,542
-150
-6% -$17.8K
WAT icon
230
Waters Corp
WAT
$36.4B
$322K 0.02%
1,784
+95
+6% +$18K
SFM icon
231
Sprouts Farmers Market
SFM
$7.23B
$320K 0.02%
+12,521
New +$287K
TTD icon
232
Trade Desk
TTD
$8.41B
$319K 0.02%
+7,840
New +$236K
JOYY
233
JOYY Inc
JOYY
$3.77B
$318K 0.02%
+3,586
New +$239K
WTRG icon
234
Essential Utilities
WTRG
$11.2B
$311K 0.02%
7,369
– –
CNI icon
235
Canadian National Railway
CNI
$78B
$308K 0.02%
3,478
-233
-6% -$19.4K
KSU
236
DELISTED
Kansas City Southern
KSU
$303K 0.02%
2,034
-18
-0.9% -$2.53K
IVW icon
237
iShares S&P 500 Growth ETF
IVW
$72.2B
$301K 0.02%
+5,808
New +$278K
TSM icon
238
TSMC
TSM
$2.07T
$300K 0.02%
5,285
-455
-8% -$24K
EXC icon
239
Exelon
EXC
$48.2B
$299K 0.02%
11,536
-154
-1% -$4.09K
EIX icon
240
Edison International
EIX
$30.3B
$296K 0.02%
5,446
-1,007
-16% -$57.9K
EXAS
241
DELISTED
Exact Sciences
EXAS
$291K 0.02%
+3,351
New +$268K
IQV icon
242
IQVIA
IQV
$35.6B
$291K 0.02%
+2,051
New +$278K
REYN icon
243
Reynolds Consumer Products
REYN
$5.37B
$289K 0.02%
+8,334
New +$272K
EG icon
244
Everest Group
EG
$15.4B
$279K 0.02%
1,353
-316
-19% -$61.5K
NOK icon
245
Nokia
NOK
$51.8B
$277K 0.02%
+62,915
New +$238K
ANSS
246
DELISTED
Ansys
ANSS
$275K 0.02%
+940
New +$250K
IPGP icon
247
IPG Photonics
IPGP
$3.81B
$274K 0.02%
+1,708
New +$243K
PRU icon
248
Prudential Financial
PRU
$42.3B
$274K 0.02%
+4,497
New +$264K
ICLR icon
249
Icon
ICLR
$13B
$272K 0.02%
1,613
-143
-8% -$22.5K
BRK.A icon
250
Berkshire Hathaway Class A
BRK.A
$1.07T
$267K 0.02%
1
– –
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 Q2 2020 Portfolio in Review

As of Q2 2020, Fulton Bank held 446 positions worth $1.52B, up 21% from $1.25B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q2 2020 filing shows 70 new, 141 increased, 187 reduced and 24 closed positions. Its largest new stake was Boston Scientific: 40,308 shares worth $1.42M. The largest sale was Gilead Sciences, an estimated $3.59M.

By sector, the portfolio is most concentrated in Technology at 7.8% of assets, up from 6.9% a quarter earlier, followed by Healthcare and Financials.

  • Fulton Bank's largest Q2 2020 buy was Boston Scientific: 40,308 shares worth $1.42M.
  • Fulton Bank added most to Merck in Q2 2020, an estimated $2.69M increase.
  • Fulton Bank's biggest Q2 2020 reduction was Gilead Sciences, cutting an estimated $3.59M.
  • Fulton Bank fully exited Allergan plc in Q2 2020, selling an estimated $1.35M.
  • Fulton Bank's ten largest holdings make up 31% of its $1.52B portfolio in Q2 2020.
  • Fulton Bank opened 70 new positions and closed 24 in Q2 2020.
  • Fulton Bank's portfolio value rose 21% quarter-over-quarter to $1.52B.

Based on Fulton Bank's 13F filing for Q2 2020, filed 6 Jul 2020.