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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
-1.29%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.48B
AUM Growth
-$117M
Cap. Flow
-$21.8M
Cap. Flow %
-0.88%
Top 10 Hldgs %
31.23%
Holding
694
New
29
Increased
211
Reduced
332
Closed
55

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.54M
2
AMZN icon
Amazon
AMZN
+$1.44M
3
FLEX icon
Flex
FLEX
+$1.23M
4
AMAT icon
Applied Materials
AMAT
+$1.19M
5
TSLA icon
Tesla
TSLA
+$938K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$2.41M
2
AVGO icon
Broadcom
AVGO
+$1.54M
3
AAPL icon
Apple
AAPL
+$1.51M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.16M
5
DE icon
Deere & Co
DE
+$1.06M

Sector Composition

Rank Sector Weight
1 Technology 10.68%
2 Financials 6.51%
3 Healthcare 4.15%
4 Consumer Discretionary 4.1%
5 Communication Services 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWO icon
301
iShares Russell 2000 Growth ETF
IWO
$14.1B
$583K 0.02%
2,281
– –
LOGI icon
302
Logitech
LOGI
$14.8B
$582K 0.02%
6,894
-176
-2% -$16.6K
CPAY icon
303
Corpay
CPAY
$25.7B
$581K 0.02%
1,665
+34
+2% +$12.3K
BJ icon
304
BJs Wholesale Club
BJ
$12.8B
$579K 0.02%
5,076
-365
-7% -$37.6K
XLC icon
305
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$575K 0.02%
5,958
-1,035
-15% -$103K
VWO icon
306
Vanguard FTSE Emerging Markets ETF
VWO
$117B
$568K 0.02%
12,548
+416
+3% +$18.7K
LULU icon
307
lululemon athletica
LULU
$13.5B
$562K 0.02%
1,986
-143
-7% -$52.5K
AME icon
308
Ametek
AME
$53.9B
$559K 0.02%
3,246
+47
+1% +$8.54K
FIS icon
309
Fidelity National Information Services
FIS
$24.2B
$555K 0.02%
7,436
-839
-10% -$63.1K
CBU icon
310
Community Bank
CBU
$3.39B
$555K 0.02%
9,755
+249
+3% +$15.4K
KGC icon
311
Kinross Gold
KGC
$27.7B
$548K 0.02%
43,429
+14,676
+51% +$165K
HLT icon
312
Hilton Worldwide
HLT
$72.4B
$547K 0.02%
2,402
+19
+0.8% +$4.73K
SDY icon
313
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$545K 0.02%
4,020
+101
+3% +$13.6K
IDA icon
314
Idacorp
IDA
$8B
$544K 0.02%
4,683
+634
+16% +$71.1K
FTI icon
315
TechnipFMC
FTI
$28.6B
$538K 0.02%
16,967
+155
+0.9% +$4.65K
TXT icon
316
Textron
TXT
$14.7B
$536K 0.02%
7,425
-67
-0.9% -$5.01K
NVT icon
317
nVent Electric
NVT
$21.6B
$536K 0.02%
10,228
+741
+8% +$46.8K
TTWO icon
318
Take-Two Interactive
TTWO
$46.1B
$533K 0.02%
2,574
+150
+6% +$30K
ULTA icon
319
Ulta Beauty
ULTA
$21.8B
$533K 0.02%
1,453
-986
-40% -$376K
UGI icon
320
UGI
UGI
$7.87B
$531K 0.02%
16,066
+106
+0.7% +$3.36K
DASH icon
321
DoorDash
DASH
$84.3B
$529K 0.02%
2,895
-302
-9% -$56.8K
NEM icon
322
Newmont
NEM
$96.2B
$526K 0.02%
10,904
-566
-5% -$24.8K
MCHP icon
323
Microchip Technology
MCHP
$38.8B
$519K 0.02%
10,720
-6,118
-36% -$341K
COF icon
324
Capital One
COF
$128B
$519K 0.02%
2,892
-130
-4% -$24.6K
NTRA icon
325
Natera
NTRA
$36.4B
$516K 0.02%
3,652
+71
+2% +$11.4K
11 12
13
14 15

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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
HIMC
Heritage Investors Management Corp Bethesda, Maryland $3.29B AUM 26.44% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

Fulton Bank's Q1 2025 Portfolio in Review

As of Q1 2025, Fulton Bank held 694 positions worth $2.48B, down 4.5% from $2.59B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q1 2025 filing shows 29 new, 211 increased, 332 reduced and 55 closed positions. Its largest new stake was iShares MSCI ACWI ETF: 6,372 shares worth $742K. The largest sale was NVIDIA, an estimated $2.41M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, down from 12% a quarter earlier, followed by Financials and Healthcare.

  • Fulton Bank's largest Q1 2025 buy was iShares MSCI ACWI ETF: 6,372 shares worth $742K.
  • Fulton Bank added most to Vanguard S&P 500 ETF in Q1 2025, an estimated $2.54M increase.
  • Fulton Bank's biggest Q1 2025 reduction was NVIDIA, cutting an estimated $2.41M.
  • Fulton Bank fully exited Delta Air Lines in Q1 2025, selling an estimated $382K.
  • Fulton Bank's ten largest holdings make up 31% of its $2.48B portfolio in Q1 2025.
  • Fulton Bank opened 29 new positions and closed 55 in Q1 2025.
  • Fulton Bank's portfolio value fell 4.5% quarter-over-quarter to $2.48B.

Based on Fulton Bank's 13F filing for Q1 2025, filed 9 Apr 2025.