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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
-1.15%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.14B
AUM Growth
-$139M
Cap. Flow
+$8.21M
Cap. Flow %
0.38%
Top 10 Hldgs %
32.14%
Holding
559
New
24
Increased
203
Reduced
237
Closed
51

Top Buys

Rank Stock Value
1
BMY icon
Bristol-Myers Squibb
BMY
+$2.33M
2
META icon
Meta Platforms (Facebook)
META
+$2M
3
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.82M
4
WBA
Walgreens Boots Alliance
WBA
+$1.33M
5
TTE icon
TotalEnergies
TTE
+$1.29M

Top Sells

Rank Stock Value
1
UL icon
Unilever
UL
+$2.36M
2
PEP icon
PepsiCo
PEP
+$2.05M
3
AAPL icon
Apple
AAPL
+$1.82M
4
CVX icon
Chevron
CVX
+$1.54M
5
UNH icon
UnitedHealth
UNH
+$1.54M

Sector Composition

Rank Sector Weight
1 Technology 8.61%
2 Financials 5.37%
3 Healthcare 4.92%
4 Consumer Discretionary 3.88%
5 Communication Services 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EXC icon
276
Exelon
EXC
$48.1B
$419K 0.02%
8,808
-2,843
-24% -$120K
TSCO icon
277
Tractor Supply
TSCO
$16.3B
$408K 0.02%
8,750
-780
-8% -$34.5K
KEYS icon
278
Keysight
KEYS
$50.7B
$407K 0.02%
2,577
-397
-13% -$66.1K
BABA icon
279
Alibaba
BABA
$276B
$403K 0.02%
3,710
+181
+5% +$20.9K
ASML icon
280
ASML
ASML
$596B
$398K 0.02%
597
+49
+9% +$32.8K
TMUS icon
281
T-Mobile US
TMUS
$195B
$398K 0.02%
3,103
+372
+14% +$44.3K
VUG icon
282
Vanguard Growth ETF
VUG
$212B
$393K 0.02%
8,190
– –
CLR
283
DELISTED
CONTINENTAL RESOURCES INC.
CLR
$388K 0.02%
6,322
-550
-8% -$30.5K
HAS icon
284
Hasbro
HAS
$13.5B
$387K 0.02%
4,724
+58
+1% +$5.44K
HWM icon
285
Howmet Aerospace
HWM
$109B
$387K 0.02%
10,783
-1,522
-12% -$51.9K
ZIM icon
286
ZIM Integrated Shipping Services
ZIM
$2.96B
$385K 0.02%
5,287
-2,003
-27% -$139K
CAJ
287
DELISTED
Canon, Inc.
CAJ
$384K 0.02%
15,815
-19,762
-56% -$474K
UGI icon
288
UGI
UGI
$7.87B
$382K 0.02%
10,560
+929
+10% +$37.2K
CL icon
289
Colgate-Palmolive
CL
$74.8B
$380K 0.02%
5,015
– –
MTB icon
290
M&T Bank
MTB
$36.3B
$376K 0.02%
2,218
+150
+7% +$26.5K
MHK icon
291
Mohawk Industries
MHK
$6.91B
$375K 0.02%
3,021
-338
-10% -$50.7K
EOG icon
292
EOG Resources
EOG
$77.7B
$372K 0.02%
3,122
-1,331
-30% -$148K
IRTC icon
293
iRhythm Holdings
IRTC
$4.02B
$371K 0.02%
2,356
-121
-5% -$15.5K
CDK
294
DELISTED
CDK Global, Inc.
CDK
$371K 0.02%
7,619
+1,439
+23% +$64.4K
CNP icon
295
CenterPoint Energy
CNP
$28.3B
$367K 0.02%
11,980
-2,881
-19% -$80.9K
EMR icon
296
Emerson Electric
EMR
$81.6B
$366K 0.02%
3,729
-93
-2% -$8.8K
WHR icon
297
Whirlpool
WHR
$2.49B
$364K 0.02%
2,105
+160
+8% +$32.4K
ANET icon
298
Arista Networks
ANET
$199B
$363K 0.02%
10,440
-656
-6% -$20.7K
IVW icon
299
iShares S&P 500 Growth ETF
IVW
$70.5B
$362K 0.02%
4,738
-160
-3% -$12K
DHI icon
300
D.R. Horton
DHI
$41.2B
$356K 0.02%
4,786
-645
-12% -$55.9K
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
HIMC
Heritage Investors Management Corp Bethesda, Maryland $3.29B AUM 26.44% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

Fulton Bank's Q1 2022 Portfolio in Review

As of Q1 2022, Fulton Bank held 559 positions worth $2.14B, down 6.1% from $2.28B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Fulton Bank's Q1 2022 filing shows 24 new, 203 increased, 237 reduced and 51 closed positions. Its largest new stake was Celanese: 8,265 shares worth $1.18M. The largest sale was Unilever, an estimated $2.36M.

By sector, the portfolio is most concentrated in Technology at 8.6% of assets, down from 9% a quarter earlier, followed by Financials and Healthcare.

  • Fulton Bank's largest Q1 2022 buy was Celanese: 8,265 shares worth $1.18M.
  • Fulton Bank added most to Bristol-Myers Squibb in Q1 2022, an estimated $2.33M increase.
  • Fulton Bank's biggest Q1 2022 reduction was Unilever, cutting an estimated $2.36M.
  • Fulton Bank fully exited Regions Financial in Q1 2022, selling an estimated $858K.
  • Fulton Bank's ten largest holdings make up 32% of its $2.14B portfolio in Q1 2022.
  • Fulton Bank opened 24 new positions and closed 51 in Q1 2022.
  • Fulton Bank's portfolio value fell 6.1% quarter-over-quarter to $2.14B.

Based on Fulton Bank's 13F filing for Q1 2022, filed 5 Apr 2022.