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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
-1.29%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.48B
AUM Growth
-$117M
Cap. Flow
-$21.8M
Cap. Flow %
-0.88%
Top 10 Hldgs %
31.23%
Holding
694
New
29
Increased
211
Reduced
332
Closed
55

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.54M
2
AMZN icon
Amazon
AMZN
+$1.44M
3
FLEX icon
Flex
FLEX
+$1.23M
4
AMAT icon
Applied Materials
AMAT
+$1.19M
5
TSLA icon
Tesla
TSLA
+$938K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$2.41M
2
AVGO icon
Broadcom
AVGO
+$1.54M
3
AAPL icon
Apple
AAPL
+$1.51M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.16M
5
DE icon
Deere & Co
DE
+$1.06M

Sector Composition

Rank Sector Weight
1 Technology 10.68%
2 Financials 6.51%
3 Healthcare 4.15%
4 Consumer Discretionary 4.1%
5 Communication Services 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EOG icon
276
EOG Resources
EOG
$77.5B
$686K 0.03%
5,351
+85
+2% +$10.9K
GPK icon
277
Graphic Packaging
GPK
$3.24B
$683K 0.03%
26,297
-1,760
-6% -$47.1K
DY icon
278
Dycom Industries
DY
$12.5B
$682K 0.03%
4,476
-211
-5% -$36.4K
VIG icon
279
Vanguard Dividend Appreciation ETF
VIG
$112B
$681K 0.03%
3,513
-439
-11% -$87.3K
AMD icon
280
Advanced Micro Devices
AMD
$791B
$673K 0.03%
6,547
+311
+5% +$34.6K
ELV icon
281
Elevance Health
ELV
$81.6B
$670K 0.03%
1,540
+460
+43% +$185K
CYBR
282
DELISTED
CyberArk
CYBR
$670K 0.03%
1,981
-13
-0.7% -$4.67K
KEYS icon
283
Keysight
KEYS
$53.4B
$653K 0.03%
4,362
+45
+1% +$7.43K
FANG icon
284
Diamondback Energy
FANG
$56.2B
$651K 0.03%
4,072
+356
+10% +$57.4K
BWXT icon
285
BWX Technologies
BWXT
$15.2B
$646K 0.03%
6,544
+290
+5% +$31.5K
MCO icon
286
Moody's
MCO
$83.5B
$640K 0.03%
1,374
+33
+2% +$15.9K
PAYC icon
287
Paycom
PAYC
$7.53B
$634K 0.03%
2,900
+81
+3% +$17.1K
AON icon
288
Aon
AON
$78.3B
$631K 0.03%
1,581
+9
+0.6% +$3.45K
COLD icon
289
Americold
COLD
$4.13B
$630K 0.03%
29,354
+2,712
+10% +$58.9K
CFR icon
290
Cullen/Frost Bankers
CFR
$10.3B
$628K 0.03%
5,012
+126
+3% +$16.9K
IWB icon
291
iShares Russell 1000 ETF
IWB
$47.9B
$627K 0.03%
2,044
– –
IJJ icon
292
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.85B
$626K 0.03%
5,230
+2,033
+64% +$255K
NKE icon
293
Nike
NKE
$62.7B
$621K 0.03%
9,785
-2,549
-21% -$188K
PRIM icon
294
Primoris Services
PRIM
$4.65B
$617K 0.02%
10,750
-1,272
-11% -$92K
NOC icon
295
Northrop Grumman
NOC
$76B
$610K 0.02%
1,192
-21
-2% -$10K
YORW icon
296
York Water
YORW
$501M
$610K 0.02%
17,592
+992
+6% +$32.3K
RSP icon
297
Invesco S&P 500 Equal Weight ETF
RSP
$97.2B
$606K 0.02%
3,500
+835
+31% +$148K
SAIA icon
298
Saia
SAIA
$9.33B
$602K 0.02%
1,723
+191
+12% +$83.1K
RL icon
299
Ralph Lauren
RL
$23B
$599K 0.02%
2,712
-545
-17% -$135K
ET icon
300
Energy Transfer Partners
ET
$69.6B
$598K 0.02%
32,172
– –
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
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 2025 Portfolio in Review

As of Q1 2025, Fulton Bank held 694 positions worth $2.48B, down 4.5% from $2.59B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q1 2025 filing shows 29 new, 211 increased, 332 reduced and 55 closed positions. Its largest new stake was iShares MSCI ACWI ETF: 6,372 shares worth $742K. The largest sale was NVIDIA, an estimated $2.41M.

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

  • Fulton Bank's largest Q1 2025 buy was iShares MSCI ACWI ETF: 6,372 shares worth $742K.
  • Fulton Bank added most to Vanguard S&P 500 ETF in Q1 2025, an estimated $2.54M increase.
  • Fulton Bank's biggest Q1 2025 reduction was NVIDIA, cutting an estimated $2.41M.
  • Fulton Bank fully exited Delta Air Lines in Q1 2025, selling an estimated $382K.
  • Fulton Bank's ten largest holdings make up 31% of its $2.48B portfolio in Q1 2025.
  • Fulton Bank opened 29 new positions and closed 55 in Q1 2025.
  • Fulton Bank's portfolio value fell 4.5% quarter-over-quarter to $2.48B.

Based on Fulton Bank's 13F filing for Q1 2025, filed 9 Apr 2025.