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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
-0.54%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.43B
AUM Growth
+$13M
Cap. Flow
+$29.7M
Cap. Flow %
2.08%
Top 10 Hldgs %
32.05%
Holding
458
New
23
Increased
170
Reduced
208
Closed
24

Top Buys

Rank Stock Value
1
SIGI icon
Selective Insurance
SIGI
+$2.67M
2
NVDA icon
NVIDIA
NVDA
+$2.24M
3
WMT icon
Walmart Inc
WMT
+$1.25M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$656K
5
GILD icon
Gilead Sciences
GILD
+$633K

Top Sells

Rank Stock Value
1
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.53M
2
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.31M
3
ABBV icon
AbbVie
ABBV
+$1.19M
4
MSFT icon
Microsoft
MSFT
+$1.04M
5
GE icon
GE Aerospace
GE
+$829K

Sector Composition

Rank Sector Weight
1 Financials 6.55%
2 Technology 5.6%
3 Healthcare 4.25%
4 Communication Services 3.5%
5 Consumer Staples 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
A icon
276
Agilent Technologies
A
$38.8B
$276K 0.02%
4,122
-1,287
-24% -$90.2K
CPAY icon
277
Corpay
CPAY
$24.5B
$268K 0.02%
1,321
+6
+0.5% +$1.22K
NFX
278
DELISTED
Newfield Exploration
NFX
$264K 0.02%
10,807
-1,752
-14% -$49.1K
TWX
279
DELISTED
Time Warner Inc
TWX
$262K 0.02%
2,768
-3,804
-58% -$358K
MET icon
280
MetLife
MET
$61.7B
$261K 0.02%
5,679
-144
-2% -$6.99K
PX
281
DELISTED
Praxair Inc
PX
$261K 0.02%
1,807
-99
-5% -$15.4K
WU icon
282
Western Union
WU
$2.57B
$260K 0.02%
13,525
-3,142
-19% -$63.1K
AKAM icon
283
Akamai
AKAM
$16.8B
$259K 0.02%
3,649
+160
+5% +$10.9K
DOV icon
284
Dover
DOV
$27.6B
$259K 0.02%
3,267
-1,070
-25% -$87.7K
EG icon
285
Everest Group
EG
$15.4B
$259K 0.02%
+1,009
New +$242K
NDSN icon
286
Nordson
NDSN
$16.6B
$259K 0.02%
1,899
-9
-0.5% -$1.27K
WAT icon
287
Waters Corp
WAT
$36.8B
$257K 0.02%
1,296
– –
IPGP icon
288
IPG Photonics
IPGP
$3.9B
$256K 0.02%
1,095
– –
NEE icon
289
NextEra Energy
NEE
$187B
$250K 0.02%
6,112
-3,224
-35% -$124K
PII icon
290
Polaris
PII
$4.26B
$248K 0.02%
2,165
-720
-25% -$86.6K
DEO icon
291
Diageo
DEO
$46.8B
$247K 0.02%
1,828
-15
-0.8% -$2.09K
UL icon
292
Unilever
UL
$132B
$247K 0.02%
3,953
-7,486
-65% -$456K
EQT icon
293
EQT Corp
EQT
$32.9B
$245K 0.02%
+9,468
New +$272K
IEX icon
294
IDEX
IEX
$16.7B
$237K 0.02%
1,665
-502
-23% -$70.1K
KEY icon
295
KeyCorp
KEY
$24.4B
$236K 0.02%
12,094
+951
+9% +$19.9K
MEOH icon
296
Methanex
MEOH
$4.18B
$236K 0.02%
3,903
+350
+10% +$20.5K
DKS icon
297
Dick's Sporting Goods
DKS
$18.4B
$235K 0.02%
6,708
-735
-10% -$24K
MKC icon
298
McCormick & Company Non-Voting
MKC
$13.7B
$235K 0.02%
4,420
+410
+10% +$21.6K
AVY icon
299
Avery Dennison
AVY
$12.4B
$233K 0.02%
2,198
-102
-4% -$11.8K
NOC icon
300
Northrop Grumman
NOC
$77.9B
$233K 0.02%
667
-49
-7% -$16.4K
10 11
12
13 14

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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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NMERB
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HIMC
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Fulton Bank's Q1 2018 Portfolio in Review

As of Q1 2018, Fulton Bank held 458 positions worth $1.43B, up 0.92% from $1.42B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Fulton Bank's Q1 2018 filing shows 23 new, 170 increased, 208 reduced and 24 closed positions. Its largest new stake was Selective Insurance: 45,295 shares worth $2.75M. The largest sale was iShares Russell 1000 Growth ETF, an estimated $2.53M.

By sector, the portfolio is most concentrated in Financials at 6.6% of assets, up from 6.2% a quarter earlier, followed by Technology and Healthcare.

  • Fulton Bank's largest Q1 2018 buy was Selective Insurance: 45,295 shares worth $2.75M.
  • Fulton Bank added most to NVIDIA in Q1 2018, an estimated $2.24M increase.
  • Fulton Bank's biggest Q1 2018 reduction was iShares Russell 1000 Growth ETF, cutting an estimated $2.53M.
  • Fulton Bank fully exited Huazhu Hotels Group in Q1 2018, selling an estimated $796K.
  • Fulton Bank's ten largest holdings make up 32% of its $1.43B portfolio in Q1 2018.
  • Fulton Bank opened 23 new positions and closed 24 in Q1 2018.
  • Fulton Bank's portfolio value rose 0.92% quarter-over-quarter to $1.43B.

Based on Fulton Bank's 13F filing for Q1 2018, filed 2 May 2018.