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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
-0.54%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.43B
AUM Growth
+$13M
Cap. Flow
+$29.7M
Cap. Flow %
2.08%
Top 10 Hldgs %
32.05%
Holding
458
New
23
Increased
170
Reduced
208
Closed
24

Top Buys

Rank Stock Value
1
SIGI icon
Selective Insurance
SIGI
+$2.67M
2
NVDA icon
NVIDIA
NVDA
+$2.24M
3
WMT icon
Walmart Inc
WMT
+$1.25M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$656K
5
GILD icon
Gilead Sciences
GILD
+$633K

Top Sells

Rank Stock Value
1
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.53M
2
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.31M
3
ABBV icon
AbbVie
ABBV
+$1.19M
4
MSFT icon
Microsoft
MSFT
+$1.04M
5
GE icon
GE Aerospace
GE
+$829K

Sector Composition

Rank Sector Weight
1 Financials 6.55%
2 Technology 5.6%
3 Healthcare 4.25%
4 Communication Services 3.5%
5 Consumer Staples 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MAS icon
301
Masco
MAS
$16.4B
$232K 0.02%
5,727
-4,454
-44% -$191K
EXC icon
302
Exelon
EXC
$48.5B
$231K 0.02%
8,298
-561
-6% -$15.1K
DE icon
303
Deere & Co
DE
$169B
$229K 0.02%
1,474
-536
-27% -$86.9K
RGA icon
304
Reinsurance Group of America
RGA
$15.8B
$228K 0.02%
1,479
-55
-4% -$8.64K
TRN icon
305
Trinity Industries
TRN
$2.96B
$228K 0.02%
9,694
-2,733
-22% -$67.3K
UAL icon
306
United Airlines
UAL
$39.7B
$228K 0.02%
3,289
– –
WSM icon
307
Williams-Sonoma
WSM
$27.2B
$228K 0.02%
8,652
-304
-3% -$8.04K
TKR icon
308
Timken Company
TKR
$9.93B
$226K 0.02%
4,964
-1,312
-21% -$63.1K
BF.B icon
309
Brown-Forman Class B
BF.B
$12.3B
$224K 0.02%
4,125
-563
-12% -$26.7K
FMC icon
310
FMC
FMC
$1.41B
$224K 0.02%
3,385
+773
+30% +$57.6K
MU icon
311
Micron Technology
MU
$1.04T
$224K 0.02%
+4,300
New +$206K
MUSA icon
312
Murphy USA
MUSA
$11.1B
$220K 0.02%
3,017
-1,079
-26% -$84.2K
NJR icon
313
New Jersey Resources
NJR
$6.06B
$217K 0.02%
5,400
– –
EIX icon
314
Edison International
EIX
$30.6B
$216K 0.02%
+3,381
New +$208K
TFCFA
315
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
$216K 0.02%
5,869
-3,772
-39% -$139K
ITW icon
316
Illinois Tool Works
ITW
$82.1B
$214K 0.02%
1,366
– –
CLX icon
317
Clorox
CLX
$11.7B
$213K 0.01%
1,600
– –
STLA icon
318
Stellantis
STLA
$16.2B
$211K 0.01%
+10,292
New +$225K
PSX icon
319
Phillips 66
PSX
$83B
$209K 0.01%
2,177
-1,558
-42% -$152K
CCEP icon
320
Coca-Cola Europacific Partners
CCEP
$47.2B
$206K 0.01%
+4,957
New +$195K
EGN
321
DELISTED
Energen
EGN
$203K 0.01%
+3,229
New +$181K
SPR
322
DELISTED
Spirit AeroSystems
SPR
$201K 0.01%
+2,397
New +$219K
F icon
323
Ford
F
$58.7B
$196K 0.01%
17,757
+500
+3% +$5.64K
LYG icon
324
Lloyds Banking Group
LYG
$89B
$188K 0.01%
50,549
+5,150
+11% +$20K
CTG
325
DELISTED
Computer Task Group, Inc.
CTG
$185K 0.01%
22,600
– –
10 11 12
13
14

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AFG
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PCM
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FEG
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AIP
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NMERB
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HIMC
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Fulton Bank's Q1 2018 Portfolio in Review

As of Q1 2018, Fulton Bank held 458 positions worth $1.43B, up 0.92% from $1.42B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Fulton Bank's Q1 2018 filing shows 23 new, 170 increased, 208 reduced and 24 closed positions. Its largest new stake was Selective Insurance: 45,295 shares worth $2.75M. The largest sale was iShares Russell 1000 Growth ETF, an estimated $2.53M.

By sector, the portfolio is most concentrated in Financials at 6.6% of assets, up from 6.2% a quarter earlier, followed by Technology and Healthcare.

  • Fulton Bank's largest Q1 2018 buy was Selective Insurance: 45,295 shares worth $2.75M.
  • Fulton Bank added most to NVIDIA in Q1 2018, an estimated $2.24M increase.
  • Fulton Bank's biggest Q1 2018 reduction was iShares Russell 1000 Growth ETF, cutting an estimated $2.53M.
  • Fulton Bank fully exited Huazhu Hotels Group in Q1 2018, selling an estimated $796K.
  • Fulton Bank's ten largest holdings make up 32% of its $1.43B portfolio in Q1 2018.
  • Fulton Bank opened 23 new positions and closed 24 in Q1 2018.
  • Fulton Bank's portfolio value rose 0.92% quarter-over-quarter to $1.43B.

Based on Fulton Bank's 13F filing for Q1 2018, filed 2 May 2018.