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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
+1.3%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.48B
AUM Growth
+$52.3M
Cap. Flow
+$4.25M
Cap. Flow %
0.29%
Top 10 Hldgs %
29.32%
Holding
445
New
24
Increased
164
Reduced
192
Closed
21

Top Buys

Rank Stock Value
1
SIGI icon
Selective Insurance
SIGI
+$1.78M
2
AMZN icon
Amazon
AMZN
+$1.65M
3
ENB icon
Enbridge
ENB
+$861K
4
RF icon
Regions Financial
RF
+$789K
5
BA icon
Boeing
BA
+$766K

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$1.42M
2
GIS icon
General Mills
GIS
+$1.06M
3
JPM icon
JPMorgan Chase
JPM
+$1.03M
4
PG icon
Procter & Gamble
PG
+$929K
5
D icon
Dominion Energy
D
+$868K

Sector Composition

Rank Sector Weight
1 Financials 6.27%
2 Technology 5.65%
3 Healthcare 4.03%
4 Communication Services 3.29%
5 Consumer Staples 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EIX icon
251
Edison International
EIX
$31.3B
$268K 0.02%
3,972
-562
-12% -$34.9K
EXC icon
252
Exelon
EXC
$49.4B
$268K 0.02%
7,858
– –
VFC icon
253
VF Corp
VFC
$6.93B
$268K 0.02%
3,072
-976
-24% -$84.1K
AXA
254
DELISTED
AXA ADS (1 ORD SHS)
AXA
$268K 0.02%
10,216
+173
+2% +$4.54K
PAYC icon
255
Paycom
PAYC
$7.58B
$266K 0.02%
1,169
+12
+1% +$2.46K
NDSN icon
256
Nordson
NDSN
$16.8B
$263K 0.02%
1,864
+5
+0.3% +$688
TECK icon
257
Teck Resources
TECK
$28.3B
$258K 0.02%
11,200
-259
-2% -$5.81K
FAST icon
258
Fastenal
FAST
$55.8B
$257K 0.02%
15,806
+58
+0.4% +$956
SKM icon
259
SK Telecom
SKM
$11.8B
$257K 0.02%
6,315
-126
-2% -$5K
NBL
260
DELISTED
Noble Energy, Inc.
NBL
$257K 0.02%
11,467
+265
+2% +$6.29K
CSX icon
261
CSX Corp
CSX
$95.9B
$256K 0.02%
9,915
+483
+5% +$12.4K
ED icon
262
Consolidated Edison
ED
$42B
$256K 0.02%
2,922
– –
NTR icon
263
Nutrien
NTR
$33.3B
$255K 0.02%
4,775
-1,341
-22% -$70K
XBI icon
264
State Street SPDR S&P Biotech ETF
XBI
$10B
$254K 0.02%
2,891
-10,064
-78% -$858K
BLK icon
265
Blackrock
BLK
$167B
$253K 0.02%
539
+3
+0.6% +$1.36K
RDS.B
266
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$252K 0.02%
3,838
-128
-3% -$8.32K
XEC
267
DELISTED
CIMAREX ENERGY CO
XEC
$252K 0.02%
4,262
-35
-0.8% -$2.24K
CHU
268
DELISTED
China Unicom (HONG KONG) Limited
CHU
$249K 0.02%
22,828
-537
-2% -$6.16K
CLX icon
269
Clorox
CLX
$12.2B
$246K 0.02%
1,604
+4
+0.3% +$611
AVY icon
270
Avery Dennison
AVY
$13B
$242K 0.02%
2,093
– –
PBR.A icon
271
Petrobras Class A
PBR.A
$105B
$242K 0.02%
17,063
+368
+2% +$5.06K
IP icon
272
International Paper
IP
$23.7B
$241K 0.02%
5,871
+98
+2% +$4.15K
EBAY icon
273
eBay
EBAY
$51.5B
$237K 0.02%
6,006
-4,923
-45% -$185K
EG icon
274
Everest Group
EG
$15.8B
$236K 0.02%
954
-35
-4% -$8.4K
ST icon
275
Sensata Technologies
ST
$6.62B
$236K 0.02%
4,822
+33
+0.7% +$1.57K
9 10
11
12 13

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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 2019 Portfolio in Review

As of Q2 2019, Fulton Bank held 445 positions worth $1.48B, up 3.7% from $1.43B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Fulton Bank's Q2 2019 filing shows 24 new, 164 increased, 192 reduced and 21 closed positions. Its largest new stake was Selective Insurance: 25,000 shares worth $1.87M. The largest sale was Microsoft, an estimated $1.42M.

By sector, the portfolio is most concentrated in Financials at 6.3% of assets, up from 6% a quarter earlier, followed by Technology and Healthcare.

  • Fulton Bank's largest Q2 2019 buy was Selective Insurance: 25,000 shares worth $1.87M.
  • Fulton Bank added most to Amazon in Q2 2019, an estimated $1.65M increase.
  • Fulton Bank's biggest Q2 2019 reduction was Microsoft, cutting an estimated $1.42M.
  • Fulton Bank fully exited SL Green Realty in Q2 2019, selling an estimated $280K.
  • Fulton Bank's ten largest holdings make up 29% of its $1.48B portfolio in Q2 2019.
  • Fulton Bank opened 24 new positions and closed 21 in Q2 2019.
  • Fulton Bank's portfolio value rose 3.7% quarter-over-quarter to $1.48B.

Based on Fulton Bank's 13F filing for Q2 2019, filed 3 Jul 2019.