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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
+3.45%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.63B
AUM Growth
+$110M
Cap. Flow
-$10.3M
Cap. Flow %
-0.63%
Top 10 Hldgs %
32.4%
Holding
466
New
44
Increased
160
Reduced
210
Closed
28

Top Buys

Rank Stock Value
1
MA icon
Mastercard
MA
+$2.59M
2
KLAC icon
KLA
KLAC
+$2.15M
3
GILD icon
Gilead Sciences
GILD
+$1.44M
4
AMZN icon
Amazon
AMZN
+$1.25M
5
BTI icon
British American Tobacco
BTI
+$1.19M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$3.92M
2
UPS icon
United Parcel Service
UPS
+$1.26M
3
META icon
Meta Platforms (Facebook)
META
+$1.21M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$955K
5
D icon
Dominion Energy
D
+$847K

Sector Composition

Rank Sector Weight
1 Technology 8.17%
2 Healthcare 4.88%
3 Financials 4.66%
4 Consumer Discretionary 3.84%
5 Communication Services 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DCM
251
DELISTED
NTT DOCOMO, Inc.
DCM
$301K 0.02%
+8,170
New +$301K
BLK icon
252
Blackrock
BLK
$167B
$300K 0.02%
+532
New +$304K
FIS icon
253
Fidelity National Information Services
FIS
$24.2B
$299K 0.02%
+2,031
New +$294K
WTRG icon
254
Essential Utilities
WTRG
$11.5B
$297K 0.02%
7,369
– –
ADSK icon
255
Autodesk
ADSK
$51.8B
$296K 0.02%
1,284
-65
-5% -$15.4K
CNI icon
256
Canadian National Railway
CNI
$78.5B
$296K 0.02%
2,783
-695
-20% -$69.8K
WHR icon
257
Whirlpool
WHR
$2.49B
$295K 0.02%
1,604
-117
-7% -$19.4K
IVW icon
258
iShares S&P 500 Growth ETF
IVW
$70.5B
$294K 0.02%
5,088
-720
-12% -$40.8K
OC icon
259
Owens Corning
OC
$11B
$289K 0.02%
4,201
-343
-8% -$22K
NSP icon
260
Insperity
NSP
$2.03B
$286K 0.02%
4,362
+692
+19% +$46.2K
VUG icon
261
Vanguard Morningstar Growth ETF
VUG
$212B
$285K 0.02%
7,500
– –
MHK icon
262
Mohawk Industries
MHK
$6.91B
$283K 0.02%
2,900
+686
+31% +$61.7K
REYN icon
263
Reynolds Consumer Products
REYN
$5.42B
$280K 0.02%
9,132
+798
+10% +$26.3K
RSG icon
264
Republic Services
RSG
$67.4B
$278K 0.02%
2,981
+47
+2% +$4.2K
RGA icon
265
Reinsurance Group of America
RGA
$15.5B
$273K 0.02%
2,874
-298
-9% -$26.8K
SFM icon
266
Sprouts Farmers Market
SFM
$7.44B
$273K 0.02%
13,042
+521
+4% +$12.5K
LEN icon
267
Lennar Class A
LEN
$20.4B
$272K 0.02%
3,440
-250
-7% -$17.8K
VONE icon
268
Vanguard Russell 1000 ETF
VONE
$8.09B
$272K 0.02%
1,757
– –
IJT icon
269
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.13B
$268K 0.02%
+3,040
New +$272K
FE icon
270
FirstEnergy
FE
$28.4B
$260K 0.02%
9,063
+2,216
+32% +$69.5K
PRU icon
271
Prudential Financial
PRU
$42.6B
$260K 0.02%
4,095
-402
-9% -$26.4K
WNS
272
DELISTED
WNS Holdings
WNS
$258K 0.02%
+4,037
New +$254K
FMC icon
273
FMC
FMC
$1.25B
$256K 0.02%
2,425
+347
+17% +$37.1K
IRTC icon
274
iRhythm Holdings
IRTC
$4.02B
$256K 0.02%
+1,077
New +$191K
TROW icon
275
T. Rowe Price
TROW
$25.5B
$255K 0.02%
1,993
+317
+19% +$41.9K
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
HIMC
Heritage Investors Management Corp Bethesda, Maryland $3.29B AUM 26.44% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

Fulton Bank's Q3 2020 Portfolio in Review

As of Q3 2020, Fulton Bank held 466 positions worth $1.63B, up 7.3% from $1.52B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Fulton Bank's Q3 2020 filing shows 44 new, 160 increased, 210 reduced and 28 closed positions. Its largest new stake was iShares S&P Mid-Cap 400 Growth ETF: 12,800 shares worth $765K. The largest sale was NVIDIA, an estimated $3.92M.

By sector, the portfolio is most concentrated in Technology at 8.2% of assets, up from 7.8% a quarter earlier, followed by Healthcare and Financials.

  • Fulton Bank's largest Q3 2020 buy was iShares S&P Mid-Cap 400 Growth ETF: 12,800 shares worth $765K.
  • Fulton Bank added most to Mastercard in Q3 2020, an estimated $2.59M increase.
  • Fulton Bank's biggest Q3 2020 reduction was NVIDIA, cutting an estimated $3.92M.
  • Fulton Bank fully exited Kansas City Southern in Q3 2020, selling an estimated $303K.
  • Fulton Bank's ten largest holdings make up 32% of its $1.63B portfolio in Q3 2020.
  • Fulton Bank opened 44 new positions and closed 28 in Q3 2020.
  • Fulton Bank's portfolio value rose 7.3% quarter-over-quarter to $1.63B.

Based on Fulton Bank's 13F filing for Q3 2020, filed 6 Oct 2020.