We are live on ! Find out more
FB

Fulton Bank Portfolio holdings

AUM $3.27B
1-Year Est. Return 17.38%
This Fund
S&P 500
This Quarter Est. Return
+5.31%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.86B
AUM Growth
+$229M
Cap. Flow
+$28.9M
Cap. Flow %
1.56%
Top 10 Hldgs %
32.4%
Holding
487
New
49
Increased
223
Reduced
164
Closed
18

Top Buys

Rank Stock Value
1
GIS icon
General Mills
GIS
+$1.48M
2
GILD icon
Gilead Sciences
GILD
+$682K
3
KMB icon
Kimberly-Clark
KMB
+$489K
4
AMZN icon
Amazon
AMZN
+$466K
5
MRK icon
Merck
MRK
+$434K

Top Sells

Rank Stock Value
1
UPS icon
United Parcel Service
UPS
+$1.86M
2
GSK icon
GSK
GSK
+$1.59M
3
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.02M
4
AAPL icon
Apple
AAPL
+$809K
5
KO icon
Coca-Cola
KO
+$748K

Sector Composition

Rank Sector Weight
1 Technology 8.05%
2 Financials 5.18%
3 Healthcare 4.64%
4 Consumer Discretionary 3.81%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
226
State Street SPDR S&P 500 ETF Trust
SPY
$784B
$438K 0.02%
1,171
– –
TMUS icon
227
T-Mobile US
TMUS
$186B
$435K 0.02%
3,226
+5
+0.2% +$618
MPC icon
228
Marathon Petroleum
MPC
$91.7B
$433K 0.02%
10,468
+49
+0.5% +$1.76K
LYB icon
229
LyondellBasell Industries
LYB
$19.5B
$416K 0.02%
4,535
-142
-3% -$11.6K
IJT icon
230
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.27B
$409K 0.02%
3,586
+546
+18% +$55.6K
MHK icon
231
Mohawk Industries
MHK
$7.29B
$407K 0.02%
2,889
-11
-0.4% -$1.33K
NTT
232
DELISTED
Nippon Telegraph & Telephone
NTT
$405K 0.02%
15,790
-108
-0.7% -$2.77K
FDX icon
233
FedEx
FDX
$73B
$403K 0.02%
1,554
-17
-1% -$4.71K
AIG icon
234
American International
AIG
$41.8B
$396K 0.02%
10,462
-1,996
-16% -$70.3K
WM icon
235
Waste Management
WM
$90.9B
$393K 0.02%
3,332
+70
+2% +$8.16K
KR icon
236
Kroger
KR
$35.4B
$389K 0.02%
12,245
-2,319
-16% -$75.2K
NSP icon
237
Insperity
NSP
$2.06B
$379K 0.02%
4,663
+301
+7% +$24.7K
ANSS
238
DELISTED
Ansys
ANSS
$374K 0.02%
1,029
+69
+7% +$23.1K
CDW icon
239
CDW
CDW
$18.6B
$374K 0.02%
2,837
+192
+7% +$25.1K
DG icon
240
Dollar General
DG
$28.1B
$371K 0.02%
1,762
-1
-0.1% -$214
BLK icon
241
Blackrock
BLK
$170B
$367K 0.02%
509
-23
-4% -$15.3K
CRH icon
242
CRH
CRH
$64.1B
$366K 0.02%
8,806
+427
+5% +$16.8K
GSK icon
243
GSK
GSK
$104B
$357K 0.02%
7,770
-34,513
-82% -$1.59M
SPLK
244
DELISTED
Splunk Inc
SPLK
$351K 0.02%
2,065
+798
+63% +$153K
BRK.A icon
245
Berkshire Hathaway Class A
BRK.A
$1.1T
$348K 0.02%
1
– –
PRU icon
246
Prudential Financial
PRU
$42.6B
$348K 0.02%
4,457
+362
+9% +$26.2K
WTRG icon
247
Essential Utilities
WTRG
$11.4B
$348K 0.02%
7,369
– –
KEYS icon
248
Keysight
KEYS
$53.4B
$345K 0.02%
2,616
+130
+5% +$15K
TRMB icon
249
Trimble
TRMB
$13.3B
$344K 0.02%
5,184
+135
+3% +$7.75K
RGA icon
250
Reinsurance Group of America
RGA
$15.6B
$339K 0.02%
2,926
+52
+2% +$5.81K
8 9
10
11 12

Similar funds

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
PCM
Prana Capital Management Greenwich, Connecticut $3.29B AUM 2.24% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
HIMC
Heritage Investors Management Corp Bethesda, Maryland $3.29B AUM 26.44% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

Fulton Bank's Q4 2020 Portfolio in Review

As of Q4 2020, Fulton Bank held 487 positions worth $1.86B, up 14% from $1.63B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Fulton Bank's Q4 2020 filing shows 49 new, 223 increased, 164 reduced and 18 closed positions. Its largest new stake was General Mills: 24,470 shares worth $1.44M. The largest sale was United Parcel Service, an estimated $1.86M.

By sector, the portfolio is most concentrated in Technology at 8% of assets, down from 8.2% a quarter earlier, followed by Financials and Healthcare.

  • Fulton Bank's largest Q4 2020 buy was General Mills: 24,470 shares worth $1.44M.
  • Fulton Bank added most to Gilead Sciences in Q4 2020, an estimated $682K increase.
  • Fulton Bank's biggest Q4 2020 reduction was United Parcel Service, cutting an estimated $1.86M.
  • Fulton Bank fully exited Immunomedics Inc in Q4 2020, selling an estimated $509K.
  • Fulton Bank's ten largest holdings make up 32% of its $1.86B portfolio in Q4 2020.
  • Fulton Bank opened 49 new positions and closed 18 in Q4 2020.
  • Fulton Bank's portfolio value rose 14% quarter-over-quarter to $1.86B.

Based on Fulton Bank's 13F filing for Q4 2020, filed 7 Jan 2021.