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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
+7.94%
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
+$263M
Cap. Flow
+$8.57M
Cap. Flow %
0.57%
Top 10 Hldgs %
30.92%
Holding
446
New
70
Increased
141
Reduced
187
Closed
24

Top Buys

Rank Stock Value
1
MRK icon
Merck
MRK
+$2.69M
2
MSFT icon
Microsoft
MSFT
+$2.48M
3
LLY icon
Eli Lilly
LLY
+$2.34M
4
ORCL icon
Oracle
ORCL
+$2.33M
5
UNH icon
UnitedHealth
UNH
+$2.08M

Top Sells

Rank Stock Value
1
GILD icon
Gilead Sciences
GILD
+$3.59M
2
AMAT icon
Applied Materials
AMAT
+$1.92M
3
SWKS icon
Skyworks Solutions
SWKS
+$1.81M
4
CMI icon
Cummins
CMI
+$1.77M
5
CTSH icon
Cognizant
CTSH
+$1.63M

Sector Composition

Rank Sector Weight
1 Technology 7.78%
2 Healthcare 5%
3 Financials 4.92%
4 Communication Services 3.8%
5 Consumer Discretionary 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ED icon
301
Consolidated Edison
ED
$42B
$202K 0.01%
2,809
-20
-0.7% -$1.54K
XLY icon
302
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.7B
$202K 0.01%
3,160
-17,144
-84% -$1.01M
OHI icon
303
Omega Healthcare
OHI
$15.4B
$201K 0.01%
+6,752
New +$200K
AUY
304
DELISTED
Yamana Gold, Inc.
AUY
$201K 0.01%
36,730
+6,029
+20% +$28.8K
MFC icon
305
Manulife Financial
MFC
$73.2B
$183K 0.01%
13,402
-1,365
-9% -$17.2K
TIMB icon
306
TIM SA
TIMB
$9.51B
$130K 0.01%
10,049
-102
-1% -$1.27K
ZNGA
307
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
$118K 0.01%
+12,269
New +$101K
ENIA
308
DELISTED
Enel Amricas S.A. American Depositary Shares (Each representing 50 shares of Common Stock)
ENIA
$112K 0.01%
14,828
-1,927
-12% -$14.9K
KT icon
309
KT
KT
$8.97B
$101K 0.01%
10,359
-1,055
-9% -$10.1K
MFG icon
310
Mizuho Financial
MFG
$123B
$92K 0.01%
37,113
-6,687
-15% -$15.9K
KGC icon
311
Kinross Gold
KGC
$27.9B
$77K 0.01%
+10,606
New +$68.8K
SMFG icon
312
Sumitomo Mitsui Financial
SMFG
$162B
$69K ﹤0.01%
12,203
-34,199
-74% -$185K
CHU
313
DELISTED
China Unicom (HONG KONG) Limited
CHU
$61K ﹤0.01%
11,340
-15,991
-59% -$97.3K
AEG icon
314
Aegon
AEG
$13.4B
– –
-21,641
Closed -$50K
CE icon
315
Celanese
CE
$4.97B
– –
-5,637
Closed -$414K
CP icon
316
Canadian Pacific Kansas City
CP
$81.4B
– –
-4,920
Closed -$216K
IVZ icon
317
Invesco
IVZ
$13.3B
– –
-40,964
Closed -$372K
NOC icon
318
Northrop Grumman
NOC
$79.8B
– –
-803
Closed -$243K
NOV icon
319
NOV
NOV
$7.31B
– –
-33,109
Closed -$325K
PBR.A icon
320
Petrobras Class A
PBR.A
$105B
– –
-17,420
Closed -$94K
PPC icon
321
Pilgrim's Pride
PPC
$7.22B
– –
-21,624
Closed -$392K
UA icon
322
Under Armour Class C
UA
$2.97B
– –
-62,640
Closed -$505K
WELL icon
323
Welltower
WELL
$174B
– –
-25,439
Closed -$1.17M
WFC icon
324
Wells Fargo
WFC
$264B
– –
-20,099
Closed -$576K
XLB icon
325
State Street Materials Select Sector SPDR ETF
XLB
$8.88B
– –
-58,202
Closed -$1.31M
10 11 12
13
14

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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
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 Q2 2020 Portfolio in Review

As of Q2 2020, Fulton Bank held 446 positions worth $1.52B, up 21% from $1.25B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q2 2020 filing shows 70 new, 141 increased, 187 reduced and 24 closed positions. Its largest new stake was Boston Scientific: 40,308 shares worth $1.42M. The largest sale was Gilead Sciences, an estimated $3.59M.

By sector, the portfolio is most concentrated in Technology at 7.8% of assets, up from 6.9% a quarter earlier, followed by Healthcare and Financials.

  • Fulton Bank's largest Q2 2020 buy was Boston Scientific: 40,308 shares worth $1.42M.
  • Fulton Bank added most to Merck in Q2 2020, an estimated $2.69M increase.
  • Fulton Bank's biggest Q2 2020 reduction was Gilead Sciences, cutting an estimated $3.59M.
  • Fulton Bank fully exited Allergan plc in Q2 2020, selling an estimated $1.35M.
  • Fulton Bank's ten largest holdings make up 31% of its $1.52B portfolio in Q2 2020.
  • Fulton Bank opened 70 new positions and closed 24 in Q2 2020.
  • Fulton Bank's portfolio value rose 21% quarter-over-quarter to $1.52B.

Based on Fulton Bank's 13F filing for Q2 2020, filed 6 Jul 2020.