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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
+5.31%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.86B
AUM Growth
+$229M
Cap. Flow
+$28.9M
Cap. Flow %
1.56%
Top 10 Hldgs %
32.4%
Holding
487
New
49
Increased
223
Reduced
164
Closed
18

Top Buys

Rank Stock Value
1
GIS icon
General Mills
GIS
+$1.48M
2
GILD icon
Gilead Sciences
GILD
+$682K
3
KMB icon
Kimberly-Clark
KMB
+$489K
4
AMZN icon
Amazon
AMZN
+$466K
5
MRK icon
Merck
MRK
+$434K

Top Sells

Rank Stock Value
1
UPS icon
United Parcel Service
UPS
+$1.86M
2
GSK icon
GSK
GSK
+$1.59M
3
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.02M
4
AAPL icon
Apple
AAPL
+$809K
5
KO icon
Coca-Cola
KO
+$748K

Sector Composition

Rank Sector Weight
1 Technology 8.05%
2 Financials 5.18%
3 Healthcare 4.64%
4 Consumer Discretionary 3.81%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FIS icon
251
Fidelity National Information Services
FIS
$23.8B
$338K 0.02%
2,387
+356
+18% +$50.8K
NOK icon
252
Nokia
NOK
$50.7B
$335K 0.02%
85,588
-24,178
-22% -$95.2K
TPR icon
253
Tapestry
TPR
$30.8B
$334K 0.02%
+10,758
New +$272K
UBER icon
254
Uber
UBER
$143B
$334K 0.02%
+6,541
New +$293K
AER icon
255
AerCap
AER
$24.1B
$333K 0.02%
+7,308
New +$255K
XLNX
256
DELISTED
Xilinx Inc
XLNX
$329K 0.02%
2,319
+117
+5% +$15.2K
HAS icon
257
Hasbro
HAS
$13.4B
$326K 0.02%
3,489
+491
+16% +$43.6K
WHR icon
258
Whirlpool
WHR
$2.47B
$326K 0.02%
1,802
+198
+12% +$37.9K
IVW icon
259
iShares S&P 500 Growth ETF
IVW
$72.7B
$325K 0.02%
5,088
– –
DKNG icon
260
DraftKings
DKNG
$11.8B
$324K 0.02%
6,954
+306
+5% +$14.6K
DHI icon
261
D.R. Horton
DHI
$40.7B
$322K 0.02%
4,660
+346
+8% +$25.2K
VUG icon
262
Vanguard Morningstar Growth ETF
VUG
$218B
$317K 0.02%
7,500
– –
ORI icon
263
Old Republic International
ORI
$10.6B
$314K 0.02%
15,953
+1,378
+9% +$24.2K
RSG icon
264
Republic Services
RSG
$65B
$312K 0.02%
3,242
+261
+9% +$24.8K
IEMG icon
265
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$311K 0.02%
5,014
+926
+23% +$53.4K
BAX icon
266
Baxter International
BAX
$13.8B
$309K 0.02%
3,845
-152
-4% -$12K
OC icon
267
Owens Corning
OC
$11.2B
$308K 0.02%
4,062
-139
-3% -$10.1K
VONE icon
268
Vanguard Russell 1000 ETF
VONE
$8.22B
$308K 0.02%
1,757
– –
PANW icon
269
Palo Alto Networks
PANW
$265B
$306K 0.02%
+5,178
New +$242K
POOL icon
270
Pool Corp
POOL
$6.95B
$304K 0.02%
815
+91
+13% +$31.7K
ERIC icon
271
Ericsson
ERIC
$32.1B
$302K 0.02%
+25,320
New +$297K
BMRN icon
272
BioMarin Pharmaceuticals
BMRN
$11.7B
$301K 0.02%
3,431
+263
+8% +$20.9K
EIX icon
273
Edison International
EIX
$30.3B
$301K 0.02%
4,798
-109
-2% -$6.57K
BBY icon
274
Best Buy
BBY
$18.5B
$299K 0.02%
2,997
-1,010
-25% -$113K
CNI icon
275
Canadian National Railway
CNI
$76.9B
$298K 0.02%
2,716
-67
-2% -$7.24K
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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HIMC
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FCH
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Fulton Bank's Q4 2020 Portfolio in Review

As of Q4 2020, Fulton Bank held 487 positions worth $1.86B, up 14% from $1.63B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Fulton Bank's Q4 2020 filing shows 49 new, 223 increased, 164 reduced and 18 closed positions. Its largest new stake was General Mills: 24,470 shares worth $1.44M. The largest sale was United Parcel Service, an estimated $1.86M.

By sector, the portfolio is most concentrated in Technology at 8% of assets, down from 8.2% a quarter earlier, followed by Financials and Healthcare.

  • Fulton Bank's largest Q4 2020 buy was General Mills: 24,470 shares worth $1.44M.
  • Fulton Bank added most to Gilead Sciences in Q4 2020, an estimated $682K increase.
  • Fulton Bank's biggest Q4 2020 reduction was United Parcel Service, cutting an estimated $1.86M.
  • Fulton Bank fully exited Immunomedics Inc in Q4 2020, selling an estimated $509K.
  • Fulton Bank's ten largest holdings make up 32% of its $1.86B portfolio in Q4 2020.
  • Fulton Bank opened 49 new positions and closed 18 in Q4 2020.
  • Fulton Bank's portfolio value rose 14% quarter-over-quarter to $1.86B.

Based on Fulton Bank's 13F filing for Q4 2020, filed 7 Jan 2021.