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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
+7.94%
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
+$263M
Cap. Flow
+$8.57M
Cap. Flow %
0.57%
Top 10 Hldgs %
30.92%
Holding
446
New
70
Increased
141
Reduced
187
Closed
24

Top Buys

Rank Stock Value
1
MRK icon
Merck
MRK
+$2.69M
2
MSFT icon
Microsoft
MSFT
+$2.48M
3
LLY icon
Eli Lilly
LLY
+$2.34M
4
ORCL icon
Oracle
ORCL
+$2.33M
5
UNH icon
UnitedHealth
UNH
+$2.08M

Top Sells

Rank Stock Value
1
GILD icon
Gilead Sciences
GILD
+$3.59M
2
AMAT icon
Applied Materials
AMAT
+$1.92M
3
SWKS icon
Skyworks Solutions
SWKS
+$1.81M
4
CMI icon
Cummins
CMI
+$1.77M
5
CTSH icon
Cognizant
CTSH
+$1.63M

Sector Composition

Rank Sector Weight
1 Technology 7.78%
2 Healthcare 5%
3 Financials 4.92%
4 Communication Services 3.8%
5 Consumer Discretionary 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TMUS icon
251
T-Mobile US
TMUS
$198B
$267K 0.02%
+2,562
New +$246K
FE icon
252
FirstEnergy
FE
$28.8B
$265K 0.02%
6,847
– –
NOMD icon
253
Nomad Foods
NOMD
$1.73B
$261K 0.02%
+12,148
New +$253K
QRVO icon
254
Qorvo
QRVO
$8.02B
$257K 0.02%
+2,324
New +$230K
CTVA icon
255
Corteva
CTVA
$59.9B
$254K 0.02%
9,492
+141
+2% +$3.67K
OC icon
256
Owens Corning
OC
$11.6B
$253K 0.02%
+4,544
New +$212K
SCHW
257
Charles Schwab
SCHW
$184B
$253K 0.02%
7,512
+1,206
+19% +$43.2K
VUG icon
258
Vanguard Growth ETF
VUG
$216B
$253K 0.02%
+7,500
New +$231K
IFX
259
DELISTED
INFINEON TECH AG ADS(REP1 ORD)
IFX
$251K 0.02%
10,720
-1,085
-9% -$25.4K
KEYS icon
260
Keysight
KEYS
$52B
$250K 0.02%
2,477
-60
-2% -$5.89K
RGA icon
261
Reinsurance Group of America
RGA
$15.9B
$249K 0.02%
+3,172
New +$293K
VONE icon
262
Vanguard Russell 1000 ETF
VONE
$8.22B
$249K 0.02%
+1,757
New +$235K
ETSY icon
263
Etsy
ETSY
$8.12B
$248K 0.02%
+2,335
New +$173K
KEY icon
264
KeyCorp
KEY
$24.1B
$246K 0.02%
20,254
+8,703
+75% +$101K
CCI icon
265
Crown Castle
CCI
$33.3B
$240K 0.02%
1,433
-351
-20% -$56.5K
CDW icon
266
CDW
CDW
$18.4B
$240K 0.02%
2,067
-116
-5% -$12.6K
OTIS icon
267
Otis Worldwide
OTIS
$28.2B
$240K 0.02%
+4,228
New +$219K
RSG icon
268
Republic Services
RSG
$67.1B
$240K 0.02%
+2,934
New +$237K
DKNG icon
269
DraftKings
DKNG
$12.2B
$239K 0.02%
+7,167
New +$198K
NSP icon
270
Insperity
NSP
$1.99B
$238K 0.02%
+3,670
New +$184K
ORI icon
271
Old Republic International
ORI
$10.8B
$238K 0.02%
14,575
– –
SONY icon
272
Sony
SONY
$133B
$236K 0.02%
17,105
-1,500
-8% -$19.5K
DHI icon
273
D.R. Horton
DHI
$41.9B
$235K 0.02%
+4,251
New +$206K
MKC icon
274
McCormick & Company Non-Voting
MKC
$13.9B
$235K 0.02%
+2,620
New +$216K
AER icon
275
AerCap
AER
$24.2B
$233K 0.02%
+7,573
New +$216K
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
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 2020 Portfolio in Review

As of Q2 2020, Fulton Bank held 446 positions worth $1.52B, up 21% from $1.25B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q2 2020 filing shows 70 new, 141 increased, 187 reduced and 24 closed positions. Its largest new stake was Boston Scientific: 40,308 shares worth $1.42M. The largest sale was Gilead Sciences, an estimated $3.59M.

By sector, the portfolio is most concentrated in Technology at 7.8% of assets, up from 6.9% a quarter earlier, followed by Healthcare and Financials.

  • Fulton Bank's largest Q2 2020 buy was Boston Scientific: 40,308 shares worth $1.42M.
  • Fulton Bank added most to Merck in Q2 2020, an estimated $2.69M increase.
  • Fulton Bank's biggest Q2 2020 reduction was Gilead Sciences, cutting an estimated $3.59M.
  • Fulton Bank fully exited Allergan plc in Q2 2020, selling an estimated $1.35M.
  • Fulton Bank's ten largest holdings make up 31% of its $1.52B portfolio in Q2 2020.
  • Fulton Bank opened 70 new positions and closed 24 in Q2 2020.
  • Fulton Bank's portfolio value rose 21% quarter-over-quarter to $1.52B.

Based on Fulton Bank's 13F filing for Q2 2020, filed 6 Jul 2020.