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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
+3.58%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.61B
AUM Growth
+$133M
Cap. Flow
+$30.5M
Cap. Flow %
1.9%
Top 10 Hldgs %
29.82%
Holding
456
New
33
Increased
216
Reduced
159
Closed
22

Top Buys

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$1.52M
2
TFC icon
Truist Financial
TFC
+$978K
3
BMY icon
Bristol-Myers Squibb
BMY
+$908K
4
AMZN icon
Amazon
AMZN
+$758K
5
PNC icon
PNC Financial Services
PNC
+$734K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$5.23M
2
CELG
Celgene Corp
CELG
+$1.7M
3
UPS icon
United Parcel Service
UPS
+$1.16M
4
STI
SunTrust Banks, Inc.
STI
+$1.12M
5
TTE icon
TotalEnergies
TTE
+$937K

Sector Composition

Rank Sector Weight
1 Financials 6.46%
2 Technology 6.25%
3 Healthcare 4.6%
4 Communication Services 3.47%
5 Consumer Discretionary 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CBRE icon
276
CBRE Group
CBRE
$40.8B
$266K 0.02%
4,345
+209
+5% +$11.6K
ED icon
277
Consolidated Edison
ED
$41.6B
$264K 0.02%
2,922
– –
LEN icon
278
Lennar Class A
LEN
$20.4B
$262K 0.02%
4,859
+1,045
+27% +$59.6K
CHU
279
DELISTED
China Unicom (HONG KONG) Limited
CHU
$261K 0.02%
27,825
+346
+1% +$3.32K
EXAS
280
DELISTED
Exact Sciences
EXAS
$260K 0.02%
2,812
+181
+7% +$15.9K
EPAM icon
281
EPAM Systems
EPAM
$4.69B
$259K 0.02%
+1,219
New +$240K
SCHW
282
Charles Schwab
SCHW
$177B
$257K 0.02%
5,395
-1,982
-27% -$87.4K
IVW icon
283
iShares S&P 500 Growth ETF
IVW
$72.5B
$250K 0.02%
+5,172
New +$240K
CHRW icon
284
C.H. Robinson
CHRW
$22B
$248K 0.02%
3,175
+11
+0.3% +$876
BAP icon
285
Credicorp
BAP
$30.9B
$242K 0.02%
1,137
-46
-4% -$9.64K
E icon
286
ENI
E
$76B
$242K 0.02%
7,819
+82
+1% +$2.51K
BBY icon
287
Best Buy
BBY
$18B
$241K 0.02%
+2,753
New +$211K
XBI icon
288
State Street SPDR S&P Biotech ETF
XBI
$10.2B
$241K 0.02%
2,532
-144
-5% -$12.5K
OC icon
289
Owens Corning
OC
$11.5B
$238K 0.01%
3,643
-219
-6% -$14K
GWW icon
290
W.W. Grainger
GWW
$65.3B
$236K 0.01%
+697
New +$221K
EQIX icon
291
Equinix
EQIX
$107B
$235K 0.01%
403
+34
+9% +$19.1K
VUG icon
292
Vanguard Growth ETF
VUG
$216B
$234K 0.01%
7,692
– –
JOYY
293
JOYY Inc
JOYY
$3.73B
$232K 0.01%
4,399
+251
+6% +$14.8K
SNPS icon
294
Synopsys
SNPS
$71.5B
$231K 0.01%
1,662
+65
+4% +$8.92K
DE icon
295
Deere & Co
DE
$170B
$230K 0.01%
1,325
-16
-1% -$2.76K
ING icon
296
ING
ING
$93.8B
$229K 0.01%
+18,934
New +$217K
IQV icon
297
IQVIA
IQV
$34.7B
$225K 0.01%
+1,454
New +$212K
FE icon
298
FirstEnergy
FE
$28.9B
$224K 0.01%
4,609
– –
NSP icon
299
Insperity
NSP
$1.85B
$223K 0.01%
+2,593
New +$226K
CCI icon
300
Crown Castle
CCI
$32.7B
$222K 0.01%
1,561
-5,182
-77% -$707K
10 11
12
13 14

Similar funds

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
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 2019 Portfolio in Review

As of Q4 2019, Fulton Bank held 456 positions worth $1.61B, up 9% from $1.48B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Fulton Bank's Q4 2019 filing shows 33 new, 216 increased, 159 reduced and 22 closed positions. Its largest new stake was Micron Technology: 7,324 shares worth $394K. The largest sale was Apple, an estimated $5.23M.

By sector, the portfolio is most concentrated in Financials at 6.5% of assets, up from 6.3% a quarter earlier, followed by Technology and Healthcare.

  • Fulton Bank's largest Q4 2019 buy was Micron Technology: 7,324 shares worth $394K.
  • Fulton Bank added most to Pfizer in Q4 2019, an estimated $1.52M increase.
  • Fulton Bank's biggest Q4 2019 reduction was Apple, cutting an estimated $5.23M.
  • Fulton Bank fully exited Celgene Corp in Q4 2019, selling an estimated $1.7M.
  • Fulton Bank's ten largest holdings make up 30% of its $1.61B portfolio in Q4 2019.
  • Fulton Bank opened 33 new positions and closed 22 in Q4 2019.
  • Fulton Bank's portfolio value rose 9% quarter-over-quarter to $1.61B.

Based on Fulton Bank's 13F filing for Q4 2019, filed 24 Jan 2020.