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
+1.1%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.44B
AUM Growth
+$15.5M
Cap. Flow
+$684K
Cap. Flow %
0.05%
Top 10 Hldgs %
30.4%
Holding
470
New
36
Increased
159
Reduced
211
Closed
29

Top Buys

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$791K
2
KHC icon
Kraft Heinz
KHC
+$746K
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$583K
4
OEF icon
iShares S&P 100 ETF
OEF
+$581K
5
PM icon
Philip Morris
PM
+$532K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$2.13M
2
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.8M
3
MRK icon
Merck
MRK
+$1.7M
4
BCE icon
BCE
BCE
+$782K
5
ABBV icon
AbbVie
ABBV
+$744K

Sector Composition

Rank Sector Weight
1 Financials 6.31%
2 Technology 5.58%
3 Healthcare 4.13%
4 Communication Services 3.44%
5 Consumer Discretionary 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHW
251
Charles Schwab
SCHW
$177B
$356K 0.02%
6,972
-740
-10% -$41K
DOV icon
252
Dover
DOV
$27.2B
$352K 0.02%
4,802
+1,535
+47% +$117K
GM icon
253
General Motors
GM
$74.7B
$351K 0.02%
8,908
-297
-3% -$11.7K
M icon
254
Macy's
M
$6.15B
$348K 0.02%
9,317
-1,199
-11% -$40.2K
IVZ icon
255
Invesco
IVZ
$13.3B
$343K 0.02%
+12,901
New +$371K
DAR icon
256
Darling Ingredients
DAR
$9.93B
$341K 0.02%
17,130
-3,536
-17% -$64.1K
MRSH
257
Marsh
MRSH
$86.3B
$336K 0.02%
4,090
+390
+11% +$31.8K
EQIX icon
258
Equinix
EQIX
$107B
$335K 0.02%
780
-6
-0.8% -$2.42K
COR icon
259
Cencora
COR
$60.3B
$333K 0.02%
3,908
-28
-0.7% -$2.46K
BR icon
260
Broadridge
BR
$17.2B
$326K 0.02%
2,830
-878
-24% -$99.1K
EQT icon
261
EQT Corp
EQT
$33.2B
$323K 0.02%
10,759
+1,291
+14% +$36K
XEC
262
DELISTED
CIMAREX ENERGY CO
XEC
$320K 0.02%
+3,148
New +$299K
IWM icon
263
iShares Russell 2000 ETF
IWM
$80.9B
$318K 0.02%
1,944
-443
-19% -$70.9K
STLD icon
264
Steel Dynamics
STLD
$35.6B
$317K 0.02%
6,906
-62
-0.9% -$2.93K
PPC icon
265
Pilgrim's Pride
PPC
$6.82B
$316K 0.02%
15,727
-1,081
-6% -$23.2K
QQQ icon
266
Invesco QQQ Trust
QQQ
$455B
$316K 0.02%
1,842
– –
BBWI icon
267
Bath & Body Works
BBWI
$4.01B
$309K 0.02%
+10,369
New +$299K
CLH icon
268
Clean Harbors
CLH
$16.1B
$307K 0.02%
5,529
-716
-11% -$36.8K
ZTS icon
269
Zoetis
ZTS
$31.6B
$306K 0.02%
3,587
-2,321
-39% -$196K
NFX
270
DELISTED
Newfield Exploration
NFX
$303K 0.02%
10,010
-797
-7% -$22.5K
NVS icon
271
Novartis
NVS
$295B
$302K 0.02%
+4,467
New +$308K
FMC icon
272
FMC
FMC
$1.42B
$298K 0.02%
3,858
+473
+14% +$35.1K
PRU icon
273
Prudential Financial
PRU
$41.7B
$297K 0.02%
3,184
+452
+17% +$45.7K
EZM icon
274
WisdomTree US MidCap Fund
EZM
$937M
$296K 0.02%
+7,380
New +$293K
XRAY icon
275
Dentsply Sirona
XRAY
$2.59B
$296K 0.02%
6,761
+823
+14% +$38.7K
9 10
11
12 13

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
NMERB
New Mexico Educational Retirement Board Santa Fe, New Mexico $3.25B AUM 29.39% 1-Year Est. Return
HIMC
Heritage Investors Management Corp Bethesda, Maryland $3.29B AUM 26.44% 1-Year Est. Return

Fulton Bank's Q2 2018 Portfolio in Review

As of Q2 2018, Fulton Bank held 470 positions worth $1.44B, up 1.1% from $1.43B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Fulton Bank's Q2 2018 filing shows 36 new, 159 increased, 211 reduced and 29 closed positions. Its largest new stake was Vanguard S&P 500 ETF: 2,350 shares worth $586K. The largest sale was Apple, an estimated $2.13M.

By sector, the portfolio is most concentrated in Financials at 6.3% of assets, down from 6.6% a quarter earlier, followed by Technology and Healthcare.

  • Fulton Bank's largest Q2 2018 buy was Vanguard S&P 500 ETF: 2,350 shares worth $586K.
  • Fulton Bank added most to Pfizer in Q2 2018, an estimated $791K increase.
  • Fulton Bank's biggest Q2 2018 reduction was Apple, cutting an estimated $2.13M.
  • Fulton Bank fully exited Turkcell in Q2 2018, selling an estimated $457K.
  • Fulton Bank's ten largest holdings make up 30% of its $1.44B portfolio in Q2 2018.
  • Fulton Bank opened 36 new positions and closed 29 in Q2 2018.
  • Fulton Bank's portfolio value rose 1.1% quarter-over-quarter to $1.44B.

Based on Fulton Bank's 13F filing for Q2 2018, filed 10 Jul 2018.