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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
+2.76%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.15B
AUM Growth
+$162M
Cap. Flow
+$13.3M
Cap. Flow %
0.62%
Top 10 Hldgs %
32.27%
Holding
529
New
50
Increased
238
Reduced
184
Closed
17

Top Buys

Rank Stock Value
1
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.5M
2
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.36M
3
WMB icon
Williams Companies
WMB
+$1.25M
4
PII icon
Polaris
PII
+$907K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$740K

Top Sells

Rank Stock Value
1
PNC icon
PNC Financial Services
PNC
+$1.64M
2
ALXN
Alexion Pharmaceuticals
ALXN
+$1.55M
3
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.26M
4
CSCO icon
Cisco
CSCO
+$961K
5
T icon
AT&T
T
+$948K

Sector Composition

Rank Sector Weight
1 Technology 7.82%
2 Financials 5.31%
3 Healthcare 4.31%
4 Consumer Discretionary 4.05%
5 Communication Services 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVY icon
301
Avery Dennison
AVY
$12.3B
$330K 0.02%
1,569
– –
FITB
302
Fifth Third Bancorp
FITB
$52B
$326K 0.02%
8,526
+74
+0.9% +$2.96K
HWM icon
303
Howmet Aerospace
HWM
$116B
$325K 0.02%
9,433
+110
+1% +$3.67K
DFS
304
DELISTED
Discover Financial Services
DFS
$324K 0.02%
2,742
-326
-11% -$36.9K
MAS icon
305
Masco
MAS
$16B
$322K 0.02%
5,473
+111
+2% +$6.84K
XLNX
306
DELISTED
Xilinx Inc
XLNX
$321K 0.02%
2,219
-492
-18% -$62.5K
HAS icon
307
Hasbro
HAS
$12.6B
$319K 0.01%
3,372
+325
+11% +$31.2K
EMN icon
308
Eastman Chemical
EMN
$7.8B
$317K 0.01%
2,717
+62
+2% +$7.44K
SNA icon
309
Snap-on
SNA
$20.9B
$316K 0.01%
1,415
-41
-3% -$9.81K
FVRR icon
310
Fiverr
FVRR
$376M
$315K 0.01%
+1,300
New +$270K
RJF icon
311
Raymond James Financial
RJF
$32.5B
$314K 0.01%
3,620
+110
+3% +$9.58K
KB icon
312
KB Financial Group
KB
$41.2B
$311K 0.01%
+6,300
New +$314K
BAX icon
313
Baxter International
BAX
$11.6B
$310K 0.01%
3,845
– –
EQIX icon
314
Equinix
EQIX
$107B
$310K 0.01%
386
+12
+3% +$8.91K
CNQ icon
315
Canadian Natural Resources
CNQ
$96.9B
$308K 0.01%
17,335
+184
+1% +$3.03K
BERY
316
DELISTED
Berry Global Group, Inc.
BERY
$308K 0.01%
5,137
+54
+1% +$3.25K
XEC
317
DELISTED
CIMAREX ENERGY CO
XEC
$307K 0.01%
4,232
+155
+4% +$10.5K
AIG icon
318
American International
AIG
$41.9B
$301K 0.01%
6,315
-1,610
-20% -$79.6K
UGI icon
319
UGI
UGI
$8B
$297K 0.01%
6,420
+673
+12% +$30.3K
ALB icon
320
Albemarle
ALB
$13.5B
$290K 0.01%
1,724
+54
+3% +$8.71K
CFG icon
321
Citizens Financial Group
CFG
$30.4B
$289K 0.01%
6,316
+460
+8% +$21.7K
CDK
322
DELISTED
CDK Global, Inc.
CDK
$288K 0.01%
5,789
+153
+3% +$8.1K
DKNG icon
323
DraftKings
DKNG
$11.4B
$284K 0.01%
5,439
-73
-1% -$3.85K
SF
324
Stifel
SF
$12.3B
$282K 0.01%
6,534
+222
+4% +$9.96K
WWD icon
325
Woodward
WWD
$25B
$282K 0.01%
2,301
+65
+3% +$8K
11 12
13
14 15

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 Q2 2021 Portfolio in Review

As of Q2 2021, Fulton Bank held 529 positions worth $2.15B, up 8.1% from $1.98B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Fulton Bank's Q2 2021 filing shows 50 new, 238 increased, 184 reduced and 17 closed positions. Its largest new stake was Vanguard Total Stock Market ETF: 6,899 shares worth $1.54M. The largest sale was PNC Financial Services, an estimated $1.64M.

By sector, the portfolio is most concentrated in Technology at 7.8% of assets, up from 7.6% a quarter earlier, followed by Financials and Healthcare.

  • Fulton Bank's largest Q2 2021 buy was Vanguard Total Stock Market ETF: 6,899 shares worth $1.54M.
  • Fulton Bank added most to Merck in Q2 2021, an estimated $733K increase.
  • Fulton Bank's biggest Q2 2021 reduction was PNC Financial Services, cutting an estimated $1.64M.
  • Fulton Bank fully exited Old Republic International in Q2 2021, selling an estimated $348K.
  • Fulton Bank's ten largest holdings make up 32% of its $2.15B portfolio in Q2 2021.
  • Fulton Bank opened 50 new positions and closed 17 in Q2 2021.
  • Fulton Bank's portfolio value rose 8.1% quarter-over-quarter to $2.15B.

Based on Fulton Bank's 13F filing for Q2 2021, filed 6 Jul 2021.