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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
-1.29%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.48B
AUM Growth
-$117M
Cap. Flow
-$21.8M
Cap. Flow %
-0.88%
Top 10 Hldgs %
31.23%
Holding
694
New
29
Increased
211
Reduced
332
Closed
55

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.54M
2
AMZN icon
Amazon
AMZN
+$1.44M
3
FLEX icon
Flex
FLEX
+$1.23M
4
AMAT icon
Applied Materials
AMAT
+$1.19M
5
TSLA icon
Tesla
TSLA
+$938K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$2.41M
2
AVGO icon
Broadcom
AVGO
+$1.54M
3
AAPL icon
Apple
AAPL
+$1.51M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.16M
5
DE icon
Deere & Co
DE
+$1.06M

Sector Composition

Rank Sector Weight
1 Technology 10.68%
2 Financials 6.51%
3 Healthcare 4.15%
4 Consumer Discretionary 4.1%
5 Communication Services 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QQQE icon
251
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.32B
$755K 0.03%
8,655
– –
TTD icon
252
Trade Desk
TTD
$8.97B
$753K 0.03%
13,770
-5,216
-27% -$472K
TD icon
253
Toronto Dominion Bank
TD
$193B
$743K 0.03%
12,390
+162
+1% +$9.43K
CLH icon
254
Clean Harbors
CLH
$17.2B
$742K 0.03%
3,767
-56
-1% -$12.3K
ACWI icon
255
iShares MSCI ACWI ETF
ACWI
$32B
$742K 0.03%
+6,372
New +$763K
NDSN icon
256
Nordson
NDSN
$16.4B
$738K 0.03%
3,661
-310
-8% -$65.6K
HUBB icon
257
Hubbell
HUBB
$24.4B
$737K 0.03%
2,226
-570
-20% -$221K
IWP icon
258
iShares Russell Mid-Cap Growth ETF
IWP
$19.4B
$736K 0.03%
6,263
– –
RNR icon
259
RenaissanceRe
RNR
$13.8B
$732K 0.03%
3,052
-460
-13% -$111K
CTRA
260
DELISTED
Coterra Energy
CTRA
$729K 0.03%
25,216
-182
-0.7% -$5.08K
SNPS icon
261
Synopsys
SNPS
$71.6B
$728K 0.03%
1,697
+239
+16% +$116K
PKG icon
262
Packaging Corp of America
PKG
$22.2B
$725K 0.03%
3,661
-285
-7% -$60.8K
TDY icon
263
Teledyne Technologies
TDY
$29.2B
$724K 0.03%
1,455
+40
+3% +$19.8K
CRH icon
264
CRH
CRH
$66.6B
$724K 0.03%
8,227
-84
-1% -$8.26K
CSX icon
265
CSX Corp
CSX
$94B
$719K 0.03%
24,442
-6,063
-20% -$193K
NVS icon
266
Novartis
NVS
$302B
$717K 0.03%
6,435
-1,342
-17% -$143K
ALLY icon
267
Ally Financial
ALLY
$13.1B
$716K 0.03%
19,628
+687
+4% +$25.3K
XLE icon
268
State Street Energy Select Sector SPDR ETF
XLE
$39B
$715K 0.03%
15,308
-966
-6% -$43.6K
TRMB icon
269
Trimble
TRMB
$13.6B
$710K 0.03%
10,813
-443
-4% -$31.8K
ADP icon
270
Automatic Data Processing
ADP
$109B
$707K 0.03%
2,313
-14
-0.6% -$4.22K
SCHW
271
Charles Schwab
SCHW
$182B
$706K 0.03%
9,013
+4,733
+111% +$371K
TT icon
272
Trane Technologies
TT
$98.8B
$701K 0.03%
2,082
-459
-18% -$166K
USFD icon
273
US Foods
USFD
$22.5B
$697K 0.03%
10,653
+1,513
+17% +$103K
MU icon
274
Micron Technology
MU
$835B
$691K 0.03%
7,948
-1,142
-13% -$110K
PRU icon
275
Prudential Financial
PRU
$42.6B
$690K 0.03%
6,181
-93
-1% -$10.6K
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 Q1 2025 Portfolio in Review

As of Q1 2025, Fulton Bank held 694 positions worth $2.48B, down 4.5% from $2.59B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q1 2025 filing shows 29 new, 211 increased, 332 reduced and 55 closed positions. Its largest new stake was iShares MSCI ACWI ETF: 6,372 shares worth $742K. The largest sale was NVIDIA, an estimated $2.41M.

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

  • Fulton Bank's largest Q1 2025 buy was iShares MSCI ACWI ETF: 6,372 shares worth $742K.
  • Fulton Bank added most to Vanguard S&P 500 ETF in Q1 2025, an estimated $2.54M increase.
  • Fulton Bank's biggest Q1 2025 reduction was NVIDIA, cutting an estimated $2.41M.
  • Fulton Bank fully exited Delta Air Lines in Q1 2025, selling an estimated $382K.
  • Fulton Bank's ten largest holdings make up 31% of its $2.48B portfolio in Q1 2025.
  • Fulton Bank opened 29 new positions and closed 55 in Q1 2025.
  • Fulton Bank's portfolio value fell 4.5% quarter-over-quarter to $2.48B.

Based on Fulton Bank's 13F filing for Q1 2025, filed 9 Apr 2025.