We are live on ! Find out more
FB

Fulton Bank Portfolio holdings

AUM $3.27B
1-Year Est. Return 17.38%
This Fund
S&P 500
This Quarter Est. Return
+3.11%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.98B
AUM Growth
+$128M
Cap. Flow
+$22.6M
Cap. Flow %
1.14%
Top 10 Hldgs %
31.47%
Holding
512
New
43
Increased
211
Reduced
189
Closed
33

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$1.57M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.25M
3
AMZN icon
Amazon
AMZN
+$1.07M
4
CCI icon
Crown Castle
CCI
+$1.03M
5
UNH icon
UnitedHealth
UNH
+$908K

Top Sells

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$2.96M
2
ORCL icon
Oracle
ORCL
+$2.66M
3
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.97M
4
MSFT icon
Microsoft
MSFT
+$1.31M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.1M

Sector Composition

Rank Sector Weight
1 Technology 7.57%
2 Financials 5.68%
3 Healthcare 4.23%
4 Consumer Discretionary 3.99%
5 Communication Services 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BLK icon
251
Blackrock
BLK
$171B
$390K 0.02%
517
+8
+2% +$5.8K
BRK.A icon
252
Berkshire Hathaway Class A
BRK.A
$1.1T
$386K 0.02%
1
– –
OTIS icon
253
Otis Worldwide
OTIS
$27.7B
$386K 0.02%
5,644
+1,633
+41% +$107K
DG icon
254
Dollar General
DG
$28.3B
$382K 0.02%
1,883
+121
+7% +$24K
WHR icon
255
Whirlpool
WHR
$2.5B
$378K 0.02%
1,714
-88
-5% -$17.5K
MRSH
256
Marsh
MRSH
$93.8B
$377K 0.02%
3,096
-1,020
-25% -$117K
DLTR icon
257
Dollar Tree
DLTR
$24.9B
$372K 0.02%
+3,254
New +$350K
CRH icon
258
CRH
CRH
$67B
$370K 0.02%
7,876
-930
-11% -$41.8K
RSG icon
259
Republic Services
RSG
$67.3B
$369K 0.02%
3,710
+468
+14% +$43.9K
AIG icon
260
American International
AIG
$42.5B
$367K 0.02%
7,925
-2,537
-24% -$110K
IEMG icon
261
iShares Core MSCI Emerging Markets ETF
IEMG
$146B
$360K 0.02%
5,595
+581
+12% +$38.2K
ORI icon
262
Old Republic International
ORI
$10.8B
$348K 0.02%
15,953
– –
LH icon
263
Labcorp
LH
$25.4B
$344K 0.02%
1,571
+75
+5% +$15.1K
LEN icon
264
Lennar Class A
LEN
$20.6B
$342K 0.02%
3,486
+76
+2% +$6.39K
DKNG icon
265
DraftKings
DKNG
$12.2B
$338K 0.02%
5,512
-1,442
-21% -$86.6K
SNA icon
266
Snap-on
SNA
$21.5B
$336K 0.02%
1,456
+99
+7% +$19.5K
XLNX
267
DELISTED
Xilinx Inc
XLNX
$336K 0.02%
2,711
+392
+17% +$52.3K
PRU icon
268
Prudential Financial
PRU
$42.8B
$334K 0.02%
3,672
-785
-18% -$67.2K
IVW icon
269
iShares S&P 500 Growth ETF
IVW
$71.7B
$331K 0.02%
5,088
– –
CNP icon
270
CenterPoint Energy
CNP
$28.4B
$330K 0.02%
14,583
+2,105
+17% +$44.9K
WTRG icon
271
Essential Utilities
WTRG
$11.5B
$330K 0.02%
7,369
– –
INFO
272
DELISTED
IHS Markit Ltd. Common Shares
INFO
$330K 0.02%
3,413
+309
+10% +$28.3K
J icon
273
Jacobs Solutions
J
$16.2B
$329K 0.02%
+3,076
New +$294K
FTNT icon
274
Fortinet
FTNT
$111B
$325K 0.02%
8,800
-105
-1% -$3.44K
BAX icon
275
Baxter International
BAX
$12.8B
$324K 0.02%
3,845
– –
9 10
11
12 13

Similar funds

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 Q1 2021 Portfolio in Review

As of Q1 2021, Fulton Bank held 512 positions worth $1.98B, up 6.9% from $1.86B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q1 2021 filing shows 43 new, 211 increased, 189 reduced and 33 closed positions. Its largest new stake was Digital Realty Trust: 5,331 shares worth $750K. The largest sale was Eli Lilly, an estimated $2.96M.

By sector, the portfolio is most concentrated in Technology at 7.6% of assets, down from 8% a quarter earlier, followed by Financials and Healthcare.

  • Fulton Bank's largest Q1 2021 buy was Digital Realty Trust: 5,331 shares worth $750K.
  • Fulton Bank added most to Tesla in Q1 2021, an estimated $1.57M increase.
  • Fulton Bank's biggest Q1 2021 reduction was Eli Lilly, cutting an estimated $2.96M.
  • Fulton Bank fully exited Vertex Pharmaceuticals in Q1 2021, selling an estimated $1.1M.
  • Fulton Bank's ten largest holdings make up 31% of its $1.98B portfolio in Q1 2021.
  • Fulton Bank opened 43 new positions and closed 33 in Q1 2021.
  • Fulton Bank's portfolio value rose 6.9% quarter-over-quarter to $1.98B.

Based on Fulton Bank's 13F filing for Q1 2021, filed 5 Apr 2021.