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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
+2.7%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.52B
AUM Growth
+$78.6M
Cap. Flow
+$13.3M
Cap. Flow %
0.87%
Top 10 Hldgs %
29.26%
Holding
489
New
48
Increased
184
Reduced
185
Closed
36

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$1.75M
2
AMZN icon
Amazon
AMZN
+$1.44M
3
ABBV icon
AbbVie
ABBV
+$1.41M
4
BA icon
Boeing
BA
+$1.36M
5
FULT icon
Fulton Financial
FULT
+$1.16M

Top Sells

Rank Stock Value
1
AET
Aetna Inc
AET
+$2.51M
2
TJX icon
TJX Companies
TJX
+$1.5M
3
SNY icon
Sanofi
SNY
+$1.32M
4
DIS icon
Walt Disney
DIS
+$1.29M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$997K

Sector Composition

Rank Sector Weight
1 Financials 6.4%
2 Technology 6%
3 Healthcare 4.52%
4 Communication Services 3.11%
5 Consumer Discretionary 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSG
301
DELISTED
The Stars Group Inc.
TSG
$236K 0.02%
9,496
-981
-9% -$29.8K
IWN icon
302
iShares Russell 2000 Value ETF
IWN
$14.4B
$235K 0.02%
+1,765
New +$238K
SHW icon
303
Sherwin-Williams
SHW
$78.3B
$235K 0.02%
1,545
+27
+2% +$4K
NBL
304
DELISTED
Noble Energy, Inc.
NBL
$235K 0.02%
+7,548
New +$242K
SPLK
305
DELISTED
Splunk Inc
SPLK
$233K 0.02%
+1,926
New +$213K
EQR icon
306
Equity Residential
EQR
$25.4B
$228K 0.02%
3,454
-20
-0.6% -$1.32K
CTAS icon
307
Cintas
CTAS
$82.4B
$227K 0.01%
4,588
+120
+3% +$6.2K
FL
308
DELISTED
Foot Locker
FL
$227K 0.01%
4,452
+94
+2% +$4.66K
VWO icon
309
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$226K 0.01%
+5,516
New +$232K
EG icon
310
Everest Group
EG
$15.2B
$225K 0.01%
984
-18
-2% -$4.03K
AVY icon
311
Avery Dennison
AVY
$12.3B
$224K 0.01%
2,071
-151
-7% -$16.2K
CCEP icon
312
Coca-Cola Europacific Partners
CCEP
$46.5B
$222K 0.01%
+4,892
New +$208K
TKR icon
313
Timken Company
TKR
$9.82B
$221K 0.01%
+4,425
New +$209K
DE icon
314
Deere & Co
DE
$170B
$217K 0.01%
1,446
– –
UAL icon
315
United Airlines
UAL
$38.4B
$217K 0.01%
+2,439
New +$201K
JWN
316
DELISTED
Nordstrom
JWN
$216K 0.01%
+3,601
New +$206K
DLTR icon
317
Dollar Tree
DLTR
$23.1B
$214K 0.01%
+2,617
New +$230K
RGA icon
318
Reinsurance Group of America
RGA
$15.7B
$211K 0.01%
+1,459
New +$206K
BABA icon
319
Alibaba
BABA
$269B
$210K 0.01%
+1,275
New +$226K
EXAS
320
DELISTED
Exact Sciences
EXAS
$208K 0.01%
+2,631
New +$172K
CSX icon
321
CSX Corp
CSX
$98.6B
$207K 0.01%
+8,400
New +$200K
TRN icon
322
Trinity Industries
TRN
$2.97B
$206K 0.01%
+7,817
New +$205K
NSP icon
323
Insperity
NSP
$1.85B
$205K 0.01%
+1,739
New +$189K
BF.B icon
324
Brown-Forman Class B
BF.B
$12B
$202K 0.01%
4,000
-125
-3% -$6.49K
ILMN icon
325
Illumina
ILMN
$29.4B
$202K 0.01%
+565
New +$181K
11 12
13
14 15

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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
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FEG
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AIP
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NMERB
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HIMC
Heritage Investors Management Corp Bethesda, Maryland $3.29B AUM 26.44% 1-Year Est. Return

Fulton Bank's Q3 2018 Portfolio in Review

As of Q3 2018, Fulton Bank held 489 positions worth $1.52B, up 5.4% from $1.44B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Fulton Bank's Q3 2018 filing shows 48 new, 184 increased, 185 reduced and 36 closed positions. Its largest new stake was iShares Core MSCI EAFE ETF: 16,319 shares worth $1.05M. The largest sale was Aetna Inc, an estimated $2.51M.

By sector, the portfolio is most concentrated in Financials at 6.4% of assets, up from 6.3% a quarter earlier, followed by Technology and Healthcare.

  • Fulton Bank's largest Q3 2018 buy was iShares Core MSCI EAFE ETF: 16,319 shares worth $1.05M.
  • Fulton Bank added most to NVIDIA in Q3 2018, an estimated $1.75M increase.
  • Fulton Bank's biggest Q3 2018 reduction was Aetna Inc, cutting an estimated $2.51M.
  • Fulton Bank fully exited Vanguard S&P 500 ETF in Q3 2018, selling an estimated $586K.
  • Fulton Bank's ten largest holdings make up 29% of its $1.52B portfolio in Q3 2018.
  • Fulton Bank opened 48 new positions and closed 36 in Q3 2018.
  • Fulton Bank's portfolio value rose 5.4% quarter-over-quarter to $1.52B.

Based on Fulton Bank's 13F filing for Q3 2018, filed 3 Oct 2018.