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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
+1.63%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.59B
AUM Growth
-$25.3M
Cap. Flow
+$15M
Cap. Flow %
0.58%
Top 10 Hldgs %
31.13%
Holding
710
New
51
Increased
257
Reduced
303
Closed
45

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.08M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.42M
3
AMAT icon
Applied Materials
AMAT
+$2.79M
4
CBRE icon
CBRE Group
CBRE
+$2.52M
5
AVGO icon
Broadcom
AVGO
+$1.58M

Top Sells

Rank Stock Value
1
MCHP icon
Microchip Technology
MCHP
+$3.03M
2
HST icon
Host Hotels & Resorts
HST
+$2.42M
3
BCE icon
BCE
BCE
+$1.83M
4
WMT icon
Walmart Inc
WMT
+$1.31M
5
BTI icon
British American Tobacco
BTI
+$1.24M

Sector Composition

Rank Sector Weight
1 Technology 11.83%
2 Financials 6.52%
3 Consumer Discretionary 4.29%
4 Healthcare 3.9%
5 Communication Services 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MU icon
251
Micron Technology
MU
$927B
$765K 0.03%
9,090
-85
-0.9% -$8.65K
GPK icon
252
Graphic Packaging
GPK
$3.45B
$762K 0.03%
28,057
-227
-0.8% -$6.56K
GD icon
253
General Dynamics
GD
$106B
$758K 0.03%
2,875
-298
-9% -$85.8K
NVS icon
254
Novartis
NVS
$304B
$757K 0.03%
7,777
+1,281
+20% +$137K
CRWD icon
255
CrowdStrike
CRWD
$185B
$757K 0.03%
8,844
+272
+3% +$22.6K
BR icon
256
Broadridge
BR
$18.3B
$756K 0.03%
3,346
+147
+5% +$32.9K
AMD icon
257
Advanced Micro Devices
AMD
$741B
$753K 0.03%
6,236
-2,282
-27% -$328K
CE icon
258
Celanese
CE
$4.77B
$752K 0.03%
10,870
-1,957
-15% -$188K
RL icon
259
Ralph Lauren
RL
$22.5B
$752K 0.03%
3,257
+345
+12% +$73.5K
VXUS icon
260
Vanguard Total International Stock ETF
VXUS
$153B
$747K 0.03%
12,675
– –
PRU icon
261
Prudential Financial
PRU
$43B
$744K 0.03%
6,274
-164
-3% -$20.2K
VO icon
262
Vanguard Mid-Cap ETF
VO
$107B
$737K 0.03%
11,168
-152
-1% -$10.3K
INTC icon
263
Intel
INTC
$435B
$729K 0.03%
36,350
-35,095
-49% -$791K
MNDY icon
264
monday.com
MNDY
$3.68B
$716K 0.03%
3,039
+12
+0.4% +$3.32K
SLB icon
265
SLB Ltd
SLB
$74.2B
$710K 0.03%
18,518
+1,029
+6% +$43.2K
SNPS icon
266
Synopsys
SNPS
$73.5B
$708K 0.03%
1,458
+11
+0.8% +$5.75K
IVW icon
267
iShares S&P 500 Growth ETF
IVW
$71.9B
$703K 0.03%
6,925
+2,982
+76% +$297K
CIEN icon
268
Ciena
CIEN
$49.6B
$702K 0.03%
8,279
+861
+12% +$61.8K
HUBS icon
269
HubSpot
HUBS
$12.2B
$700K 0.03%
1,005
+74
+8% +$47.6K
SAIA icon
270
Saia
SAIA
$10.9B
$698K 0.03%
1,532
-56
-4% -$27.7K
XLE icon
271
State Street Energy Select Sector SPDR ETF
XLE
$38.3B
$697K 0.03%
16,274
-232
-1% -$10.5K
BWXT icon
272
BWX Technologies
BWXT
$15.5B
$697K 0.03%
6,254
-629
-9% -$76.9K
TMUS icon
273
T-Mobile US
TMUS
$196B
$696K 0.03%
3,152
-354
-10% -$80.5K
KEYS icon
274
Keysight
KEYS
$52.2B
$693K 0.03%
4,317
-1
-0% -$161
MTB icon
275
M&T Bank
MTB
$36.6B
$689K 0.03%
3,667
+225
+7% +$44.7K
9 10
11
12 13

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BCI
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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 Q4 2024 Portfolio in Review

As of Q4 2024, Fulton Bank held 710 positions worth $2.59B, down 0.97% from $2.62B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q4 2024 filing shows 51 new, 257 increased, 303 reduced and 45 closed positions. Its largest new stake was Bank of Montreal: 14,497 shares worth $1.41M. The largest sale was Microchip Technology, an estimated $3.03M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 11% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Fulton Bank's largest Q4 2024 buy was Bank of Montreal: 14,497 shares worth $1.41M.
  • Fulton Bank added most to Vanguard S&P 500 ETF in Q4 2024, an estimated $9.08M increase.
  • Fulton Bank's biggest Q4 2024 reduction was Microchip Technology, cutting an estimated $3.03M.
  • Fulton Bank fully exited BCE in Q4 2024, selling an estimated $1.83M.
  • Fulton Bank's ten largest holdings make up 31% of its $2.59B portfolio in Q4 2024.
  • Fulton Bank opened 51 new positions and closed 45 in Q4 2024.
  • Fulton Bank's portfolio value fell 0.97% quarter-over-quarter to $2.59B.

Based on Fulton Bank's 13F filing for Q4 2024, filed 8 Jan 2025.