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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
+1.3%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.48B
AUM Growth
+$52.3M
Cap. Flow
+$4.25M
Cap. Flow %
0.29%
Top 10 Hldgs %
29.32%
Holding
445
New
24
Increased
164
Reduced
192
Closed
21

Top Buys

Rank Stock Value
1
SIGI icon
Selective Insurance
SIGI
+$1.78M
2
AMZN icon
Amazon
AMZN
+$1.65M
3
ENB icon
Enbridge
ENB
+$861K
4
RF icon
Regions Financial
RF
+$789K
5
BA icon
Boeing
BA
+$766K

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$1.42M
2
GIS icon
General Mills
GIS
+$1.06M
3
JPM icon
JPMorgan Chase
JPM
+$1.03M
4
PG icon
Procter & Gamble
PG
+$929K
5
D icon
Dominion Energy
D
+$868K

Sector Composition

Rank Sector Weight
1 Financials 6.27%
2 Technology 5.65%
3 Healthcare 4.03%
4 Communication Services 3.29%
5 Consumer Staples 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PKBK icon
276
Parke Bancorp
PKBK
$401M
$234K 0.02%
10,726
– –
SHW icon
277
Sherwin-Williams
SHW
$87.1B
$234K 0.02%
1,530
+12
+0.8% +$1.79K
ERF
278
DELISTED
Enerplus Corporation
ERF
$233K 0.02%
+30,888
New +$253K
FOXA icon
279
Fox Class A
FOXA
$24.3B
$227K 0.02%
+6,186
New +$227K
E icon
280
ENI
E
$73.7B
$226K 0.02%
6,845
+154
+2% +$5.09K
IFX
281
DELISTED
INFINEON TECH AG ADS(REP1 ORD)
IFX
$225K 0.02%
12,702
-220
-2% -$3.9K
OC icon
282
Owens Corning
OC
$11.7B
$224K 0.02%
+3,858
New +$197K
LBTYK icon
283
Liberty Global Class C
LBTYK
$3.33B
$223K 0.02%
8,399
-184
-2% -$4.73K
BF.B icon
284
Brown-Forman Class B
BF.B
$13.4B
$222K 0.02%
4,000
– –
DE icon
285
Deere & Co
DE
$171B
$222K 0.02%
1,341
– –
WTRG icon
286
Essential Utilities
WTRG
$11.7B
$222K 0.02%
+5,369
New +$209K
BUD icon
287
AB InBev
BUD
$161B
$220K 0.01%
2,487
-44
-2% -$3.77K
CUK
288
DELISTED
Carnival PLC
CUK
$219K 0.01%
4,839
-104
-2% -$5.34K
PGR icon
289
Progressive
PGR
$129B
$216K 0.01%
+2,702
New +$209K
SPLK
290
DELISTED
Splunk Inc
SPLK
$215K 0.01%
1,712
-112
-6% -$14.2K
CBRE icon
291
CBRE Group
CBRE
$43.5B
$212K 0.01%
+4,127
New +$205K
NVS icon
292
Novartis
NVS
$303B
$210K 0.01%
2,293
-2,582
-53% -$219K
WH icon
293
Wyndham Hotels & Resorts
WH
$5.53B
$210K 0.01%
+3,771
New +$206K
RTN
294
DELISTED
Raytheon Company
RTN
$209K 0.01%
1,202
– –
CTVA icon
295
Corteva
CTVA
$59.6B
$208K 0.01%
+7,023
New +$189K
JOYY
296
JOYY Inc
JOYY
$3.84B
$208K 0.01%
2,978
+124
+4% +$9.46K
SMFG icon
297
Sumitomo Mitsui Financial
SMFG
$162B
$207K 0.01%
29,389
+5,348
+22% +$37.9K
SYK icon
298
Stryker
SYK
$134B
$206K 0.01%
1,000
-20
-2% -$3.82K
SNPS icon
299
Synopsys
SNPS
$74.5B
$204K 0.01%
1,585
-196
-11% -$23.6K
VUG icon
300
Vanguard Growth ETF
VUG
$214B
$204K 0.01%
+7,500
New +$200K
10 11
12
13 14

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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 Q2 2019 Portfolio in Review

As of Q2 2019, Fulton Bank held 445 positions worth $1.48B, up 3.7% from $1.43B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Fulton Bank's Q2 2019 filing shows 24 new, 164 increased, 192 reduced and 21 closed positions. Its largest new stake was Selective Insurance: 25,000 shares worth $1.87M. The largest sale was Microsoft, an estimated $1.42M.

By sector, the portfolio is most concentrated in Financials at 6.3% of assets, up from 6% a quarter earlier, followed by Technology and Healthcare.

  • Fulton Bank's largest Q2 2019 buy was Selective Insurance: 25,000 shares worth $1.87M.
  • Fulton Bank added most to Amazon in Q2 2019, an estimated $1.65M increase.
  • Fulton Bank's biggest Q2 2019 reduction was Microsoft, cutting an estimated $1.42M.
  • Fulton Bank fully exited SL Green Realty in Q2 2019, selling an estimated $280K.
  • Fulton Bank's ten largest holdings make up 29% of its $1.48B portfolio in Q2 2019.
  • Fulton Bank opened 24 new positions and closed 21 in Q2 2019.
  • Fulton Bank's portfolio value rose 3.7% quarter-over-quarter to $1.48B.

Based on Fulton Bank's 13F filing for Q2 2019, filed 3 Jul 2019.