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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
+1.83%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.47B
AUM Growth
+$32.1M
Cap. Flow
-$12.3M
Cap. Flow %
-0.5%
Top 10 Hldgs %
31.66%
Holding
657
New
43
Increased
263
Reduced
273
Closed
27

Top Buys

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.54M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.13M
3
META icon
Meta Platforms (Facebook)
META
+$2.05M
4
AMGN icon
Amgen
AMGN
+$1.73M
5
LLY icon
Eli Lilly
LLY
+$1.39M

Top Sells

Rank Stock Value
1
DELL icon
Dell
DELL
+$2.55M
2
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.43M
3
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.37M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.27M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.26M

Sector Composition

Rank Sector Weight
1 Technology 11.39%
2 Financials 5.99%
3 Healthcare 4.4%
4 Consumer Discretionary 3.86%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VO icon
276
Vanguard Mid-Cap ETF
VO
$106B
$591K 0.02%
9,768
– –
FIS icon
277
Fidelity National Information Services
FIS
$21.5B
$589K 0.02%
7,815
+4,173
+115% +$309K
PRIM icon
278
Primoris Services
PRIM
$4.69B
$589K 0.02%
11,801
-1,305
-10% -$64.6K
CYBR
279
DELISTED
CyberArk
CYBR
$588K 0.02%
2,151
+92
+4% +$22.6K
YORW icon
280
York Water
YORW
$505M
$588K 0.02%
15,850
– –
BDX icon
281
Becton Dickinson
BDX
$43.1B
$586K 0.02%
2,508
+95
+4% +$22.4K
HUBS icon
282
HubSpot
HUBS
$10.5B
$584K 0.02%
990
+145
+17% +$88.9K
CVE icon
283
Cenovus Energy
CVE
$54.6B
$584K 0.02%
29,699
-170
-0.6% -$3.44K
EW icon
284
Edwards Lifesciences
EW
$47.6B
$575K 0.02%
6,222
-111
-2% -$9.83K
CAT icon
285
Caterpillar
CAT
$409B
$570K 0.02%
1,710
+71
+4% +$24.6K
MTSI icon
286
MACOM Technology Solutions
MTSI
$20.4B
$568K 0.02%
5,092
+409
+9% +$41.7K
MTB icon
287
M&T Bank
MTB
$36.2B
$565K 0.02%
3,732
+113
+3% +$16.5K
CRWD icon
288
CrowdStrike
CRWD
$187B
$559K 0.02%
5,836
+668
+13% +$55.5K
APP icon
289
Applovin
APP
$132B
$559K 0.02%
6,713
+11
+0.2% +$854
ADP icon
290
Automatic Data Processing
ADP
$100B
$556K 0.02%
2,331
+276
+13% +$67.8K
CRH icon
291
CRH
CRH
$66.7B
$555K 0.02%
7,398
-115
-2% -$9.18K
KD icon
292
Kyndryl
KD
$2.66B
$554K 0.02%
21,062
+3,606
+21% +$86.4K
ALL icon
293
Allstate
ALL
$66.9B
$545K 0.02%
3,416
-74
-2% -$12.3K
EXR icon
294
Extra Space Storage
EXR
$31.2B
$538K 0.02%
3,464
+1,765
+104% +$257K
USFD icon
295
US Foods
USFD
$21.4B
$537K 0.02%
10,141
+935
+10% +$49.2K
CL icon
296
Colgate-Palmolive
CL
$72.6B
$537K 0.02%
5,529
+222
+4% +$20.5K
FANG icon
297
Diamondback Energy
FANG
$57.6B
$534K 0.02%
2,666
+659
+33% +$131K
NOC icon
298
Northrop Grumman
NOC
$77B
$530K 0.02%
1,215
+252
+26% +$115K
UL icon
299
Unilever
UL
$131B
$522K 0.02%
8,443
-14,937
-64% -$883K
KEYS icon
300
Keysight
KEYS
$54.5B
$522K 0.02%
3,816
+985
+35% +$144K
10 11
12
13 14

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BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
MWM
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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 2024 Portfolio in Review

As of Q2 2024, Fulton Bank held 657 positions worth $2.47B, up 1.3% from $2.44B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Fulton Bank's Q2 2024 filing shows 43 new, 263 increased, 273 reduced and 27 closed positions. Its largest new stake was Vanguard Tax-Exempt Bond Index Fund: 27,598 shares worth $1.38M. The largest sale was Dell, an estimated $2.55M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 10% a quarter earlier, followed by Financials and Healthcare.

  • Fulton Bank's largest Q2 2024 buy was Vanguard Tax-Exempt Bond Index Fund: 27,598 shares worth $1.38M.
  • Fulton Bank added most to Berkshire Hathaway Class B in Q2 2024, an estimated $2.54M increase.
  • Fulton Bank's biggest Q2 2024 reduction was Dell, cutting an estimated $2.55M.
  • Fulton Bank fully exited Equitable Holdings in Q2 2024, selling an estimated $840K.
  • Fulton Bank's ten largest holdings make up 32% of its $2.47B portfolio in Q2 2024.
  • Fulton Bank opened 43 new positions and closed 27 in Q2 2024.
  • Fulton Bank's portfolio value rose 1.3% quarter-over-quarter to $2.47B.

Based on Fulton Bank's 13F filing for Q2 2024, filed 9 Jul 2024.