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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
+3.58%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.61B
AUM Growth
+$133M
Cap. Flow
+$30.5M
Cap. Flow %
1.9%
Top 10 Hldgs %
29.82%
Holding
456
New
33
Increased
216
Reduced
159
Closed
22

Top Buys

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$1.52M
2
TFC icon
Truist Financial
TFC
+$978K
3
BMY icon
Bristol-Myers Squibb
BMY
+$908K
4
AMZN icon
Amazon
AMZN
+$758K
5
PNC icon
PNC Financial Services
PNC
+$734K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$5.23M
2
CELG
Celgene Corp
CELG
+$1.7M
3
UPS icon
United Parcel Service
UPS
+$1.16M
4
STI
SunTrust Banks, Inc.
STI
+$1.12M
5
TTE icon
TotalEnergies
TTE
+$937K

Sector Composition

Rank Sector Weight
1 Financials 6.46%
2 Technology 6.25%
3 Healthcare 4.6%
4 Communication Services 3.47%
5 Consumer Discretionary 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TIMB icon
301
TIM SA
TIMB
$10.2B
$222K 0.01%
11,626
+107
+0.9% +$1.69K
PKG icon
302
Packaging Corp of America
PKG
$22.7B
$221K 0.01%
+1,975
New +$218K
FTNT icon
303
Fortinet
FTNT
$112B
$220K 0.01%
+10,295
New +$194K
VMW
304
DELISTED
VMware, Inc
VMW
$215K 0.01%
+1,417
New +$222K
BUD icon
305
AB InBev
BUD
$158B
$210K 0.01%
2,559
+109
+4% +$9.08K
PGR icon
306
Progressive
PGR
$124B
$210K 0.01%
2,898
+264
+10% +$19K
SYK icon
307
Stryker
SYK
$127B
$210K 0.01%
1,000
– –
WNS
308
DELISTED
WNS Holdings
WNS
$207K 0.01%
+3,136
New +$195K
CNC icon
309
Centene
CNC
$31.3B
$206K 0.01%
+3,274
New +$178K
EQR icon
310
Equity Residential
EQR
$25.4B
$205K 0.01%
2,524
-153
-6% -$13K
YUMC icon
311
Yum China
YUMC
$14.9B
$205K 0.01%
+4,274
New +$190K
PPLI
312
People Inc
PPLI
$3.1B
$204K 0.01%
+4,594
New +$185K
CIB icon
313
Grupo Cibest SA
CIB
$20.4B
$203K 0.01%
+3,705
New +$191K
VTV icon
314
Vanguard Value ETF
VTV
$189B
$203K 0.01%
+1,690
New +$195K
IPGP icon
315
IPG Photonics
IPGP
$3.89B
$201K 0.01%
+1,388
New +$193K
CVLY
316
DELISTED
Codorus Valley Bancorp Inc
CVLY
$201K 0.01%
+8,723
New +$192K
ENIA
317
DELISTED
Enel Amricas S.A. American Depositary Shares (Each representing 50 shares of Common Stock)
ENIA
$177K 0.01%
16,111
+2,946
+22% +$29.2K
BCS icon
318
Barclays
BCS
$94.1B
$157K 0.01%
+16,525
New +$143K
MFG icon
319
Mizuho Financial
MFG
$129B
$145K 0.01%
46,726
+7,765
+20% +$24.2K
AEG icon
320
Aegon
AEG
$13.5B
$61K ﹤0.01%
+14,701
New +$60K
ZNGA
321
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
$61K ﹤0.01%
+10,029
New +$62K
ALGN icon
322
Align Technology
ALGN
$12B
– –
-2,038
Closed -$368K
AON icon
323
Aon
AON
$77.3B
– –
-1,343
Closed -$260K
BF.B icon
324
Brown-Forman Class B
BF.B
$12B
– –
-4,000
Closed -$251K
CCEP icon
325
Coca-Cola Europacific Partners
CCEP
$46.5B
– –
-3,788
Closed -$210K
10 11 12
13
14

Similar funds

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
NMERB
New Mexico Educational Retirement Board Santa Fe, New Mexico $3.25B AUM 29.39% 1-Year Est. Return
HIMC
Heritage Investors Management Corp Bethesda, Maryland $3.29B AUM 26.44% 1-Year Est. Return

Fulton Bank's Q4 2019 Portfolio in Review

As of Q4 2019, Fulton Bank held 456 positions worth $1.61B, up 9% from $1.48B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Fulton Bank's Q4 2019 filing shows 33 new, 216 increased, 159 reduced and 22 closed positions. Its largest new stake was Micron Technology: 7,324 shares worth $394K. The largest sale was Apple, an estimated $5.23M.

By sector, the portfolio is most concentrated in Financials at 6.5% of assets, up from 6.3% a quarter earlier, followed by Technology and Healthcare.

  • Fulton Bank's largest Q4 2019 buy was Micron Technology: 7,324 shares worth $394K.
  • Fulton Bank added most to Pfizer in Q4 2019, an estimated $1.52M increase.
  • Fulton Bank's biggest Q4 2019 reduction was Apple, cutting an estimated $5.23M.
  • Fulton Bank fully exited Celgene Corp in Q4 2019, selling an estimated $1.7M.
  • Fulton Bank's ten largest holdings make up 30% of its $1.61B portfolio in Q4 2019.
  • Fulton Bank opened 33 new positions and closed 22 in Q4 2019.
  • Fulton Bank's portfolio value rose 9% quarter-over-quarter to $1.61B.

Based on Fulton Bank's 13F filing for Q4 2019, filed 24 Jan 2020.