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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
+5.31%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.86B
AUM Growth
+$229M
Cap. Flow
+$28.9M
Cap. Flow %
1.56%
Top 10 Hldgs %
32.4%
Holding
487
New
49
Increased
223
Reduced
164
Closed
18

Top Buys

Rank Stock Value
1
GIS icon
General Mills
GIS
+$1.48M
2
GILD icon
Gilead Sciences
GILD
+$682K
3
KMB icon
Kimberly-Clark
KMB
+$489K
4
AMZN icon
Amazon
AMZN
+$466K
5
MRK icon
Merck
MRK
+$434K

Top Sells

Rank Stock Value
1
UPS icon
United Parcel Service
UPS
+$1.86M
2
GSK icon
GSK
GSK
+$1.59M
3
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.02M
4
AAPL icon
Apple
AAPL
+$809K
5
KO icon
Coca-Cola
KO
+$748K

Sector Composition

Rank Sector Weight
1 Technology 8.05%
2 Financials 5.18%
3 Healthcare 4.64%
4 Consumer Discretionary 3.81%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CCEP icon
276
Coca-Cola Europacific Partners
CCEP
$49.3B
$296K 0.02%
6,035
-126
-2% -$5.32K
TROW icon
277
T. Rowe Price
TROW
$25.6B
$289K 0.02%
1,914
-79
-4% -$11.3K
WNS
278
DELISTED
WNS Holdings
WNS
$289K 0.02%
4,010
-27
-0.7% -$1.81K
EG icon
279
Everest Group
EG
$14.9B
$284K 0.02%
1,215
-35
-3% -$7.73K
CBRE icon
280
CBRE Group
CBRE
$43.8B
$282K 0.02%
4,484
+160
+4% +$9.04K
ARWR icon
281
Arrowhead Research
ARWR
$12.3B
$281K 0.02%
+3,666
New +$234K
TSM icon
282
TSMC
TSM
$2.09T
$281K 0.02%
2,574
-1,473
-36% -$140K
DFS
283
DELISTED
Discover Financial Services
DFS
$278K 0.02%
3,068
-622
-17% -$46.4K
REYN icon
284
Reynolds Consumer Products
REYN
$5.32B
$278K 0.02%
9,239
+107
+1% +$3.24K
SFM icon
285
Sprouts Farmers Market
SFM
$8.17B
$278K 0.02%
13,809
+767
+6% +$15.7K
INFO
286
DELISTED
IHS Markit Ltd. Common Shares
INFO
$278K 0.02%
3,104
+480
+18% +$41.6K
FMC icon
287
FMC
FMC
$1.48B
$277K 0.01%
2,409
-16
-0.7% -$1.78K
GWW icon
288
W.W. Grainger
GWW
$64B
$277K 0.01%
+677
New +$266K
KSS icon
289
Kohl's
KSS
$2.21B
$276K 0.01%
+6,786
New +$197K
BP icon
290
BP
BP
$114B
$272K 0.01%
13,246
-9,366
-41% -$177K
EXC icon
291
Exelon
EXC
$46.6B
$271K 0.01%
9,005
– –
OTIS icon
292
Otis Worldwide
OTIS
$27.3B
$271K 0.01%
4,011
-41
-1% -$2.66K
CNP icon
293
CenterPoint Energy
CNP
$27.8B
$270K 0.01%
12,478
-235
-2% -$5.21K
SRCL
294
DELISTED
Stericycle Inc
SRCL
$270K 0.01%
3,899
+194
+5% +$13.3K
FTNT icon
295
Fortinet
FTNT
$113B
$265K 0.01%
8,905
-185
-2% -$4.68K
QRVO icon
296
Qorvo
QRVO
$8.01B
$264K 0.01%
1,588
-135
-8% -$19.9K
IRTC icon
297
iRhythm Holdings
IRTC
$3.91B
$263K 0.01%
1,108
+31
+3% +$7.07K
VFC icon
298
VF Corp
VFC
$5.87B
$262K 0.01%
+3,061
New +$245K
BIO icon
299
Bio-Rad Laboratories Class A
BIO
$8.74B
$261K 0.01%
448
+28
+7% +$15.9K
LH icon
300
Labcorp
LH
$25.9B
$261K 0.01%
1,496
+58
+4% +$10K
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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HIMC
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FCH
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Fulton Bank's Q4 2020 Portfolio in Review

As of Q4 2020, Fulton Bank held 487 positions worth $1.86B, up 14% from $1.63B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Fulton Bank's Q4 2020 filing shows 49 new, 223 increased, 164 reduced and 18 closed positions. Its largest new stake was General Mills: 24,470 shares worth $1.44M. The largest sale was United Parcel Service, an estimated $1.86M.

By sector, the portfolio is most concentrated in Technology at 8% of assets, down from 8.2% a quarter earlier, followed by Financials and Healthcare.

  • Fulton Bank's largest Q4 2020 buy was General Mills: 24,470 shares worth $1.44M.
  • Fulton Bank added most to Gilead Sciences in Q4 2020, an estimated $682K increase.
  • Fulton Bank's biggest Q4 2020 reduction was United Parcel Service, cutting an estimated $1.86M.
  • Fulton Bank fully exited Immunomedics Inc in Q4 2020, selling an estimated $509K.
  • Fulton Bank's ten largest holdings make up 32% of its $1.86B portfolio in Q4 2020.
  • Fulton Bank opened 49 new positions and closed 18 in Q4 2020.
  • Fulton Bank's portfolio value rose 14% quarter-over-quarter to $1.86B.

Based on Fulton Bank's 13F filing for Q4 2020, filed 7 Jan 2021.