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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
+2.17%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.42B
AUM Growth
+$73.4M
Cap. Flow
+$29.6M
Cap. Flow %
2.09%
Top 10 Hldgs %
32.66%
Holding
456
New
23
Increased
197
Reduced
186
Closed
21

Top Buys

Rank Stock Value
1
AZN icon
AstraZeneca
AZN
+$1.24M
2
CM icon
Canadian Imperial Bank of Commerce
CM
+$1.22M
3
OXY icon
Occidental Petroleum
OXY
+$1.01M
4
PSA icon
Public Storage
PSA
+$856K
5
CMI icon
Cummins
CMI
+$813K

Top Sells

Rank Stock Value
1
MCD icon
McDonald's
MCD
+$1.91M
2
ABBV icon
AbbVie
ABBV
+$1.53M
3
SNY icon
Sanofi
SNY
+$1.29M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.12M
5
ED icon
Consolidated Edison
ED
+$962K

Sector Composition

Rank Sector Weight
1 Financials 6.23%
2 Technology 5.39%
3 Healthcare 4.33%
4 Communication Services 3.82%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MET icon
276
MetLife
MET
$61B
$294K 0.02%
5,823
-353
-6% -$18.6K
THO icon
277
Thor Industries
THO
$3.99B
$294K 0.02%
1,948
-412
-17% -$57.3K
IEX icon
278
IDEX
IEX
$16.5B
$286K 0.02%
2,167
-441
-17% -$56.8K
BSMX
279
DELISTED
Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México
BSMX
$283K 0.02%
38,740
-3,754
-9% -$31.3K
MTB icon
280
M&T Bank
MTB
$36.2B
$282K 0.02%
1,649
-5
-0.3% -$830
MRSH
281
Marsh
MRSH
$86.3B
$281K 0.02%
3,455
+720
+26% +$59.8K
IJR icon
282
iShares Core S&P Small-Cap ETF
IJR
$109B
$279K 0.02%
3,635
-2,010
-36% -$152K
NDSN icon
283
Nordson
NDSN
$16.5B
$279K 0.02%
1,908
-20
-1% -$2.57K
NOV icon
284
NOV
NOV
$7.45B
$277K 0.02%
7,711
+967
+14% +$32.7K
NTAP icon
285
NetApp
NTAP
$32.9B
$273K 0.02%
+4,944
New +$248K
STLD icon
286
Steel Dynamics
STLD
$35.6B
$273K 0.02%
6,323
-77
-1% -$2.96K
EQIX icon
287
Equinix
EQIX
$107B
$271K 0.02%
596
-112
-16% -$51.8K
DEO icon
288
Diageo
DEO
$46.2B
$270K 0.02%
1,843
– –
CSRA
289
DELISTED
CSRA Inc.
CSRA
$270K 0.02%
9,046
+179
+2% +$5.41K
M icon
290
Macy's
M
$6.15B
$269K 0.02%
10,644
-865
-8% -$19K
FLEX icon
291
Flex
FLEX
$43.4B
$267K 0.02%
19,701
-3,484
-15% -$47.1K
AVY icon
292
Avery Dennison
AVY
$12.3B
$264K 0.02%
+2,300
New +$249K
GD icon
293
General Dynamics
GD
$105B
$263K 0.02%
1,291
+20
+2% +$4.09K
SCHW
294
Charles Schwab
SCHW
$177B
$263K 0.02%
5,113
– –
PARA
295
DELISTED
Paramount Global Class B
PARA
$257K 0.02%
4,342
-61
-1% -$3.51K
MON
296
DELISTED
Monsanto Co
MON
$255K 0.02%
2,179
-115
-5% -$13.7K
PNR icon
297
Pentair
PNR
$10.2B
$254K 0.02%
5,363
-38
-0.7% -$1.78K
CPAY icon
298
Corpay
CPAY
$24.2B
$253K 0.02%
1,315
-32
-2% -$5.63K
WAT icon
299
Waters Corp
WAT
$36.8B
$250K 0.02%
1,296
-4
-0.3% -$772
EXC icon
300
Exelon
EXC
$48.6B
$249K 0.02%
8,859
– –
10 11
12
13 14

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BCI
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MWM
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AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
PCM
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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 2017 Portfolio in Review

As of Q4 2017, Fulton Bank held 456 positions worth $1.42B, up 5.5% from $1.34B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Fulton Bank's Q4 2017 filing shows 23 new, 197 increased, 186 reduced and 21 closed positions. Its largest new stake was Royal Dutch Shell PLC ADS Class A: 9,705 shares worth $648K. The largest sale was McDonald's, an estimated $1.91M.

By sector, the portfolio is most concentrated in Financials at 6.2% of assets, up from 6.2% a quarter earlier, followed by Technology and Healthcare.

  • Fulton Bank's largest Q4 2017 buy was Royal Dutch Shell PLC ADS Class A: 9,705 shares worth $648K.
  • Fulton Bank added most to AstraZeneca in Q4 2017, an estimated $1.24M increase.
  • Fulton Bank's biggest Q4 2017 reduction was McDonald's, cutting an estimated $1.91M.
  • Fulton Bank fully exited China Mobile Limited in Q4 2017, selling an estimated $528K.
  • Fulton Bank's ten largest holdings make up 33% of its $1.42B portfolio in Q4 2017.
  • Fulton Bank opened 23 new positions and closed 21 in Q4 2017.
  • Fulton Bank's portfolio value rose 5.5% quarter-over-quarter to $1.42B.

Based on Fulton Bank's 13F filing for Q4 2017, filed 4 Jan 2018.