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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
EXC icon
251
Exelon
EXC
$48.6B
$352K 0.02%
11,293
+2,995
+36% +$92.2K
IWO icon
252
iShares Russell 2000 Growth ETF
IWO
$14.5B
$346K 0.02%
+1,610
New +$343K
PRU icon
253
Prudential Financial
PRU
$41.7B
$342K 0.02%
3,376
+192
+6% +$18.9K
QQQ icon
254
Invesco QQQ Trust
QQQ
$455B
$342K 0.02%
1,842
– –
MKC icon
255
McCormick & Company Non-Voting
MKC
$13.4B
$340K 0.02%
+5,170
New +$319K
BR icon
256
Broadridge
BR
$17.2B
$339K 0.02%
2,566
-264
-9% -$33.5K
CLH icon
257
Clean Harbors
CLH
$16.1B
$338K 0.02%
4,721
-808
-15% -$51.4K
FMC icon
258
FMC
FMC
$1.42B
$333K 0.02%
4,396
+538
+14% +$40.5K
ORI icon
259
Old Republic International
ORI
$10.3B
$326K 0.02%
14,575
– –
BRK.A icon
260
Berkshire Hathaway Class A
BRK.A
$1.07T
$320K 0.02%
1
– –
M icon
261
Macy's
M
$6.15B
$316K 0.02%
9,100
-217
-2% -$8.07K
JOYY
262
JOYY Inc
JOYY
$3.73B
$308K 0.02%
4,104
-312
-7% -$26.2K
NVS icon
263
Novartis
NVS
$295B
$306K 0.02%
3,961
-506
-11% -$37.4K
A icon
264
Agilent Technologies
A
$39.1B
$298K 0.02%
4,225
+22
+0.5% +$1.46K
MET icon
265
MetLife
MET
$61B
$297K 0.02%
6,375
+678
+12% +$31K
WSM icon
266
Williams-Sonoma
WSM
$26.7B
$297K 0.02%
9,024
+458
+5% +$14.5K
CPAY icon
267
Corpay
CPAY
$24.2B
$296K 0.02%
1,297
-14
-1% -$3.06K
MTD icon
268
Mettler-Toledo International
MTD
$26.8B
$295K 0.02%
485
+4
+0.8% +$2.35K
MRSH
269
Marsh
MRSH
$86.3B
$293K 0.02%
3,540
-550
-13% -$46.6K
LH icon
270
Labcorp
LH
$24.3B
$288K 0.02%
1,930
-459
-19% -$69.8K
NFX
271
DELISTED
Newfield Exploration
NFX
$288K 0.02%
9,973
-37
-0.4% -$1.04K
XEC
272
DELISTED
CIMAREX ENERGY CO
XEC
$285K 0.02%
3,066
-82
-3% -$7.53K
TFC icon
273
Truist Financial
TFC
$63.2B
$284K 0.02%
5,838
+160
+3% +$8.21K
MRO
274
DELISTED
Marathon Oil Corporation
MRO
$282K 0.02%
12,120
-99
-0.8% -$2.07K
PX
275
DELISTED
Praxair Inc
PX
$277K 0.02%
1,722
+102
+6% +$16.4K
9 10
11
12 13

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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 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.