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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
+1.3%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.48B
AUM Growth
+$52.3M
Cap. Flow
+$4.25M
Cap. Flow %
0.29%
Top 10 Hldgs %
29.32%
Holding
445
New
24
Increased
164
Reduced
192
Closed
21

Top Buys

Rank Stock Value
1
SIGI icon
Selective Insurance
SIGI
+$1.78M
2
AMZN icon
Amazon
AMZN
+$1.65M
3
ENB icon
Enbridge
ENB
+$861K
4
RF icon
Regions Financial
RF
+$789K
5
BA icon
Boeing
BA
+$766K

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$1.42M
2
GIS icon
General Mills
GIS
+$1.06M
3
JPM icon
JPMorgan Chase
JPM
+$1.03M
4
PG icon
Procter & Gamble
PG
+$929K
5
D icon
Dominion Energy
D
+$868K

Sector Composition

Rank Sector Weight
1 Financials 6.27%
2 Technology 5.65%
3 Healthcare 4.03%
4 Communication Services 3.29%
5 Consumer Staples 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DKS icon
301
Dick's Sporting Goods
DKS
$18.7B
$203K 0.01%
5,854
+95
+2% +$3.48K
EQR icon
302
Equity Residential
EQR
$25.6B
$203K 0.01%
2,677
-35
-1% -$2.67K
XRAY icon
303
Dentsply Sirona
XRAY
$2.68B
$203K 0.01%
3,474
-1,517
-30% -$81.5K
FMS icon
304
Fresenius Medical Care
FMS
$13.2B
$202K 0.01%
5,164
-87
-2% -$3.45K
MELI icon
305
Mercado Libre
MELI
$95.6B
$201K 0.01%
+328
New +$183K
HBI
306
DELISTED
Hanesbrands
HBI
$179K 0.01%
10,380
-2,490
-19% -$42.9K
ENIA
307
DELISTED
Enel Amricas S.A. American Depositary Shares (Each representing 50 shares of Common Stock)
ENIA
$120K 0.01%
13,445
+3,153
+31% +$26.5K
MFG icon
308
Mizuho Financial
MFG
$123B
$116K 0.01%
40,207
+13,912
+53% +$41.3K
CTG
309
DELISTED
Computer Task Group, Inc.
CTG
$91K 0.01%
22,600
– –
CX icon
310
Cemex
CX
$17.6B
$86K 0.01%
20,221
-617
-3% -$2.75K
CHX
311
DELISTED
ChampionX
CHX
– –
-5,537
Closed -$227K
CNQ icon
312
Canadian Natural Resources
CNQ
$94.2B
– –
-15,090
Closed -$204K
DEO icon
313
Diageo
DEO
$49.6B
– –
-1,335
Closed -$218K
FL
314
DELISTED
Foot Locker
FL
– –
-4,092
Closed -$248K
HPE icon
315
Hewlett Packard
HPE
$58.6B
– –
-11,192
Closed -$172K
PPLI
316
People Inc
PPLI
$3.17B
– –
-5,965
Closed -$224K
NVO
317
Novo Nordisk
NVO
$226B
– –
-7,676
Closed -$201K
PSO icon
318
Pearson
PSO
$10.3B
– –
-11,770
Closed -$129K
RYAAY icon
319
Ryanair
RYAAY
$30.1B
– –
-7,358
Closed -$220K
SCHW
320
Charles Schwab
SCHW
$183B
– –
-5,811
Closed -$249K
SLG icon
321
SL Green Realty
SLG
$3.75B
– –
-3,215
Closed -$280K
SRPT icon
322
Sarepta Therapeutics
SRPT
$1.61B
– –
-2,165
Closed -$258K
SRCL
323
DELISTED
Stericycle Inc
SRCL
– –
-3,929
Closed -$214K
VMW
324
DELISTED
VMware, Inc
VMW
– –
-1,223
Closed -$221K
BSMX
325
DELISTED
Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México
BSMX
– –
-37,387
Closed -$253K
10 11 12
13
14

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MWM
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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 Q2 2019 Portfolio in Review

As of Q2 2019, Fulton Bank held 445 positions worth $1.48B, up 3.7% from $1.43B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Fulton Bank's Q2 2019 filing shows 24 new, 164 increased, 192 reduced and 21 closed positions. Its largest new stake was Selective Insurance: 25,000 shares worth $1.87M. The largest sale was Microsoft, an estimated $1.42M.

By sector, the portfolio is most concentrated in Financials at 6.3% of assets, up from 6% a quarter earlier, followed by Technology and Healthcare.

  • Fulton Bank's largest Q2 2019 buy was Selective Insurance: 25,000 shares worth $1.87M.
  • Fulton Bank added most to Amazon in Q2 2019, an estimated $1.65M increase.
  • Fulton Bank's biggest Q2 2019 reduction was Microsoft, cutting an estimated $1.42M.
  • Fulton Bank fully exited SL Green Realty in Q2 2019, selling an estimated $280K.
  • Fulton Bank's ten largest holdings make up 29% of its $1.48B portfolio in Q2 2019.
  • Fulton Bank opened 24 new positions and closed 21 in Q2 2019.
  • Fulton Bank's portfolio value rose 3.7% quarter-over-quarter to $1.48B.

Based on Fulton Bank's 13F filing for Q2 2019, filed 3 Jul 2019.