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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
-1.29%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.48B
AUM Growth
-$117M
Cap. Flow
-$21.8M
Cap. Flow %
-0.88%
Top 10 Hldgs %
31.23%
Holding
694
New
29
Increased
211
Reduced
332
Closed
55

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.54M
2
AMZN icon
Amazon
AMZN
+$1.44M
3
FLEX icon
Flex
FLEX
+$1.23M
4
AMAT icon
Applied Materials
AMAT
+$1.19M
5
TSLA icon
Tesla
TSLA
+$938K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$2.41M
2
AVGO icon
Broadcom
AVGO
+$1.54M
3
AAPL icon
Apple
AAPL
+$1.51M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.16M
5
DE icon
Deere & Co
DE
+$1.06M

Sector Composition

Rank Sector Weight
1 Technology 10.68%
2 Financials 6.51%
3 Healthcare 4.15%
4 Consumer Discretionary 4.1%
5 Communication Services 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WDAY icon
226
Workday
WDAY
$41.5B
$839K 0.03%
3,593
-103
-3% -$26.3K
DFS
227
DELISTED
Discover Financial Services
DFS
$835K 0.03%
4,891
-1,589
-25% -$291K
DDOG icon
228
Datadog
DDOG
$94B
$830K 0.03%
8,363
+55
+0.7% +$6.94K
JEF icon
229
Jefferies Financial Group
JEF
$12.7B
$826K 0.03%
15,414
+602
+4% +$40.9K
MAR icon
230
Marriott International
MAR
$100B
$821K 0.03%
3,447
-149
-4% -$40.5K
POOL icon
231
Pool Corp
POOL
$7.05B
$821K 0.03%
2,578
-40
-2% -$13.6K
SPOT icon
232
Spotify
SPOT
$108B
$819K 0.03%
1,489
+530
+55% +$296K
C icon
233
Citigroup
C
$213B
$816K 0.03%
11,498
-999
-8% -$76.2K
VO icon
234
Vanguard Mid-Cap ETF
VO
$106B
$813K 0.03%
12,580
+1,412
+13% +$94.8K
TQQQ icon
235
ProShares UltraPro QQQ
TQQQ
$28.6B
$813K 0.03%
28,378
– –
RSG icon
236
Republic Services
RSG
$67.4B
$811K 0.03%
3,350
-26
-0.8% -$5.83K
LYV icon
237
Live Nation Entertainment
LYV
$42.9B
$807K 0.03%
6,177
-986
-14% -$135K
AMCR icon
238
Amcor
AMCR
$21.2B
$804K 0.03%
16,568
– –
TSM icon
239
TSMC
TSM
$1.94T
$802K 0.03%
4,834
-427
-8% -$83K
GD icon
240
General Dynamics
GD
$103B
$802K 0.03%
2,942
+67
+2% +$17.4K
DE icon
241
Deere & Co
DE
$165B
$797K 0.03%
1,698
-2,270
-57% -$1.06M
APO icon
242
Apollo Global Management
APO
$69B
$795K 0.03%
5,806
+2,209
+61% +$340K
SFM icon
243
Sprouts Farmers Market
SFM
$7.44B
$793K 0.03%
5,196
-182
-3% -$27.1K
ZBRA icon
244
Zebra Technologies
ZBRA
$13.5B
$788K 0.03%
2,788
-165
-6% -$56.4K
VXUS icon
245
Vanguard Total International Stock ETF
VXUS
$151B
$787K 0.03%
12,675
– –
BR icon
246
Broadridge
BR
$18.4B
$773K 0.03%
3,190
-156
-5% -$36.7K
MNDY icon
247
monday.com
MNDY
$3.82B
$770K 0.03%
3,168
+129
+4% +$34.1K
LIN icon
248
Linde
LIN
$236B
$769K 0.03%
1,651
+6
+0.4% +$2.7K
CM icon
249
Canadian Imperial Bank of Commerce
CM
$106B
$766K 0.03%
13,601
– –
SLB icon
250
SLB Ltd
SLB
$72.7B
$765K 0.03%
18,305
-213
-1% -$8.73K
8 9
10
11 12

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BCI
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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
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
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FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

Fulton Bank's Q1 2025 Portfolio in Review

As of Q1 2025, Fulton Bank held 694 positions worth $2.48B, down 4.5% from $2.59B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q1 2025 filing shows 29 new, 211 increased, 332 reduced and 55 closed positions. Its largest new stake was iShares MSCI ACWI ETF: 6,372 shares worth $742K. The largest sale was NVIDIA, an estimated $2.41M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, down from 12% a quarter earlier, followed by Financials and Healthcare.

  • Fulton Bank's largest Q1 2025 buy was iShares MSCI ACWI ETF: 6,372 shares worth $742K.
  • Fulton Bank added most to Vanguard S&P 500 ETF in Q1 2025, an estimated $2.54M increase.
  • Fulton Bank's biggest Q1 2025 reduction was NVIDIA, cutting an estimated $2.41M.
  • Fulton Bank fully exited Delta Air Lines in Q1 2025, selling an estimated $382K.
  • Fulton Bank's ten largest holdings make up 31% of its $2.48B portfolio in Q1 2025.
  • Fulton Bank opened 29 new positions and closed 55 in Q1 2025.
  • Fulton Bank's portfolio value fell 4.5% quarter-over-quarter to $2.48B.

Based on Fulton Bank's 13F filing for Q1 2025, filed 9 Apr 2025.