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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
+2.7%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.52B
AUM Growth
+$78.6M
Cap. Flow
+$13.3M
Cap. Flow %
0.87%
Top 10 Hldgs %
29.26%
Holding
489
New
48
Increased
184
Reduced
185
Closed
36

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$1.75M
2
AMZN icon
Amazon
AMZN
+$1.44M
3
ABBV icon
AbbVie
ABBV
+$1.41M
4
BA icon
Boeing
BA
+$1.36M
5
FULT icon
Fulton Financial
FULT
+$1.16M

Top Sells

Rank Stock Value
1
AET
Aetna Inc
AET
+$2.51M
2
TJX icon
TJX Companies
TJX
+$1.5M
3
SNY icon
Sanofi
SNY
+$1.32M
4
DIS icon
Walt Disney
DIS
+$1.29M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$997K

Sector Composition

Rank Sector Weight
1 Financials 6.4%
2 Technology 6%
3 Healthcare 4.52%
4 Communication Services 3.11%
5 Consumer Discretionary 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EIX icon
276
Edison International
EIX
$30.7B
$273K 0.02%
4,030
+13
+0.3% +$870
GM icon
277
General Motors
GM
$74.7B
$271K 0.02%
8,030
-878
-10% -$32.3K
ADBE icon
278
Adobe
ADBE
$89.5B
$267K 0.02%
992
+141
+17% +$36.4K
AKAM icon
279
Akamai
AKAM
$16.8B
$265K 0.02%
3,628
+364
+11% +$27.3K
NDSN icon
280
Nordson
NDSN
$16.5B
$265K 0.02%
1,908
+39
+2% +$5.3K
SLB icon
281
SLB Ltd
SLB
$77.8B
$260K 0.02%
4,272
+114
+3% +$7.34K
EQT icon
282
EQT Corp
EQT
$33.2B
$258K 0.02%
10,699
-60
-0.6% -$1.66K
DEO icon
283
Diageo
DEO
$46.2B
$257K 0.02%
1,813
– –
SLG icon
284
SL Green Realty
SLG
$3.88B
$253K 0.02%
2,677
+576
+27% +$56.9K
AMT icon
285
American Tower
AMT
$77.7B
$251K 0.02%
1,728
+317
+22% +$46.5K
BWA icon
286
BorgWarner
BWA
$13.2B
$251K 0.02%
6,675
-3,382
-34% -$133K
MTB icon
287
M&T Bank
MTB
$36.2B
$251K 0.02%
1,525
+54
+4% +$9.37K
XRAY icon
288
Dentsply Sirona
XRAY
$2.59B
$250K 0.02%
6,619
-142
-2% -$5.91K
NJR icon
289
New Jersey Resources
NJR
$6.06B
$249K 0.02%
5,400
– –
ED icon
290
Consolidated Edison
ED
$41.6B
$248K 0.02%
3,251
-244
-7% -$19.2K
WAT icon
291
Waters Corp
WAT
$36.8B
$248K 0.02%
1,275
-9
-0.7% -$1.74K
RTN
292
DELISTED
Raytheon Company
RTN
$248K 0.02%
1,202
-846
-41% -$168K
PSX icon
293
Phillips 66
PSX
$82.9B
$246K 0.02%
2,182
+25
+1% +$2.89K
BBWI icon
294
Bath & Body Works
BBWI
$4.01B
$245K 0.02%
9,997
-372
-4% -$9.3K
EXPD icon
295
Expeditors International
EXPD
$22.9B
$244K 0.02%
+3,311
New +$245K
BLK icon
296
Blackrock
BLK
$164B
$242K 0.02%
+515
New +$250K
CLX icon
297
Clorox
CLX
$11.6B
$241K 0.02%
1,600
– –
NEE icon
298
NextEra Energy
NEE
$187B
$241K 0.02%
5,760
-200
-3% -$8.51K
DKS icon
299
Dick's Sporting Goods
DKS
$18.4B
$239K 0.02%
6,724
+82
+1% +$2.94K
KEY icon
300
KeyCorp
KEY
$24.3B
$239K 0.02%
12,035
+48
+0.4% +$997
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 Q3 2018 Portfolio in Review

As of Q3 2018, Fulton Bank held 489 positions worth $1.52B, up 5.4% from $1.44B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Fulton Bank's Q3 2018 filing shows 48 new, 184 increased, 185 reduced and 36 closed positions. Its largest new stake was iShares Core MSCI EAFE ETF: 16,319 shares worth $1.05M. The largest sale was Aetna Inc, an estimated $2.51M.

By sector, the portfolio is most concentrated in Financials at 6.4% of assets, up from 6.3% a quarter earlier, followed by Technology and Healthcare.

  • Fulton Bank's largest Q3 2018 buy was iShares Core MSCI EAFE ETF: 16,319 shares worth $1.05M.
  • Fulton Bank added most to NVIDIA in Q3 2018, an estimated $1.75M increase.
  • Fulton Bank's biggest Q3 2018 reduction was Aetna Inc, cutting an estimated $2.51M.
  • Fulton Bank fully exited Vanguard S&P 500 ETF in Q3 2018, selling an estimated $586K.
  • Fulton Bank's ten largest holdings make up 29% of its $1.52B portfolio in Q3 2018.
  • Fulton Bank opened 48 new positions and closed 36 in Q3 2018.
  • Fulton Bank's portfolio value rose 5.4% quarter-over-quarter to $1.52B.

Based on Fulton Bank's 13F filing for Q3 2018, filed 3 Oct 2018.