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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
+1.63%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.59B
AUM Growth
-$25.3M
Cap. Flow
+$15M
Cap. Flow %
0.58%
Top 10 Hldgs %
31.13%
Holding
710
New
51
Increased
257
Reduced
303
Closed
45

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.08M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.42M
3
AMAT icon
Applied Materials
AMAT
+$2.79M
4
CBRE icon
CBRE Group
CBRE
+$2.52M
5
AVGO icon
Broadcom
AVGO
+$1.58M

Top Sells

Rank Stock Value
1
MCHP icon
Microchip Technology
MCHP
+$3.03M
2
HST icon
Host Hotels & Resorts
HST
+$2.42M
3
BCE icon
BCE
BCE
+$1.83M
4
WMT icon
Walmart Inc
WMT
+$1.31M
5
BTI icon
British American Tobacco
BTI
+$1.24M

Sector Composition

Rank Sector Weight
1 Technology 11.83%
2 Financials 6.52%
3 Consumer Discretionary 4.29%
4 Healthcare 3.9%
5 Communication Services 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LIN icon
276
Linde
LIN
$236B
$689K 0.03%
1,645
+1,148
+231% +$523K
AZO icon
277
AutoZone
AZO
$50.9B
$688K 0.03%
215
-35
-14% -$111K
MTSI icon
278
MACOM Technology Solutions
MTSI
$19B
$686K 0.03%
5,281
+377
+8% +$47.4K
SFM icon
279
Sprouts Farmers Market
SFM
$7.31B
$683K 0.03%
5,378
-146
-3% -$19.4K
ALLY icon
280
Ally Financial
ALLY
$13.4B
$682K 0.03%
18,941
-13
-0.1% -$472
ADP icon
281
Automatic Data Processing
ADP
$106B
$681K 0.03%
2,327
-4
-0.2% -$1.18K
RSG icon
282
Republic Services
RSG
$66.6B
$679K 0.03%
3,376
-298
-8% -$61.7K
XLC icon
283
State Street Communication Services Select Sector SPDR ETF
XLC
$22.6B
$677K 0.03%
6,993
+118
+2% +$11.3K
CRL icon
284
Charles River Laboratories
CRL
$11.6B
$670K 0.03%
3,628
+232
+7% +$44.7K
PRMB
285
Primo Brands
PRMB
$8.54B
$669K 0.03%
+21,733
New +$644K
FIS icon
286
Fidelity National Information Services
FIS
$23.2B
$668K 0.03%
8,275
-104
-1% -$8.96K
EQT icon
287
EQT Corp
EQT
$32.3B
$668K 0.03%
14,478
+2,817
+24% +$116K
CYBR
288
DELISTED
CyberArk
CYBR
$664K 0.03%
1,994
+90
+5% +$27.3K
HST icon
289
Host Hotels & Resorts
HST
$17.4B
$662K 0.03%
37,801
-134,570
-78% -$2.42M
VONG icon
290
Vanguard Russell 1000 Growth ETF
VONG
$42.1B
$660K 0.03%
+6,391
New +$647K
IWB icon
291
iShares Russell 1000 ETF
IWB
$47.9B
$658K 0.03%
2,044
– –
TDY icon
292
Teledyne Technologies
TDY
$30.1B
$657K 0.03%
1,415
+183
+15% +$85.3K
IWO icon
293
iShares Russell 2000 Growth ETF
IWO
$14.4B
$657K 0.03%
2,281
-119
-5% -$35.2K
CFR icon
294
Cullen/Frost Bankers
CFR
$10.5B
$656K 0.03%
4,886
+19
+0.4% +$2.5K
TD icon
295
Toronto Dominion Bank
TD
$199B
$651K 0.03%
12,228
-2,000
-14% -$112K
CTRA
296
DELISTED
Coterra Energy
CTRA
$649K 0.03%
25,398
+984
+4% +$24.5K
NVT icon
297
nVent Electric
NVT
$22.9B
$647K 0.02%
9,487
+877
+10% +$64.6K
EOG icon
298
EOG Resources
EOG
$74.4B
$646K 0.02%
5,266
+1,073
+26% +$137K
MDT icon
299
Medtronic
MDT
$111B
$643K 0.02%
8,045
-8,281
-51% -$717K
MCO icon
300
Moody's
MCO
$83.9B
$635K 0.02%
1,341
+73
+6% +$34.8K
10 11
12
13 14

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BCI
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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
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HIMC
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Fulton Bank's Q4 2024 Portfolio in Review

As of Q4 2024, Fulton Bank held 710 positions worth $2.59B, down 0.97% from $2.62B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q4 2024 filing shows 51 new, 257 increased, 303 reduced and 45 closed positions. Its largest new stake was Bank of Montreal: 14,497 shares worth $1.41M. The largest sale was Microchip Technology, an estimated $3.03M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 11% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Fulton Bank's largest Q4 2024 buy was Bank of Montreal: 14,497 shares worth $1.41M.
  • Fulton Bank added most to Vanguard S&P 500 ETF in Q4 2024, an estimated $9.08M increase.
  • Fulton Bank's biggest Q4 2024 reduction was Microchip Technology, cutting an estimated $3.03M.
  • Fulton Bank fully exited BCE in Q4 2024, selling an estimated $1.83M.
  • Fulton Bank's ten largest holdings make up 31% of its $2.59B portfolio in Q4 2024.
  • Fulton Bank opened 51 new positions and closed 45 in Q4 2024.
  • Fulton Bank's portfolio value fell 0.97% quarter-over-quarter to $2.59B.

Based on Fulton Bank's 13F filing for Q4 2024, filed 8 Jan 2025.