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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
+2.7%
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
+$78.6M
Cap. Flow
+$13.3M
Cap. Flow %
0.87%
Top 10 Hldgs %
29.26%
Holding
489
New
48
Increased
184
Reduced
185
Closed
36

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$1.75M
2
AMZN icon
Amazon
AMZN
+$1.44M
3
ABBV icon
AbbVie
ABBV
+$1.41M
4
BA icon
Boeing
BA
+$1.36M
5
FULT icon
Fulton Financial
FULT
+$1.16M

Top Sells

Rank Stock Value
1
AET
Aetna Inc
AET
+$2.51M
2
TJX icon
TJX Companies
TJX
+$1.5M
3
SNY icon
Sanofi
SNY
+$1.32M
4
DIS icon
Walt Disney
DIS
+$1.29M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$997K

Sector Composition

Rank Sector Weight
1 Financials 6.4%
2 Technology 6%
3 Healthcare 4.52%
4 Communication Services 3.11%
5 Consumer Discretionary 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CHX
326
DELISTED
ChampionX
CHX
$201K 0.01%
+4,619
New +$194K
VUG icon
327
Vanguard Growth ETF
VUG
$216B
$201K 0.01%
+7,500
New +$196K
WU icon
328
Western Union
WU
$2.57B
$192K 0.01%
10,069
– –
F icon
329
Ford
F
$57.3B
$169K 0.01%
18,257
+500
+3% +$5K
LYG icon
330
Lloyds Banking Group
LYG
$87.4B
$151K 0.01%
49,449
-152
-0.3% -$487
CX icon
331
Cemex
CX
$17.4B
$146K 0.01%
20,687
-204
-1% -$1.43K
CTG
332
DELISTED
Computer Task Group, Inc.
CTG
$118K 0.01%
22,600
– –
AOS icon
333
A.O. Smith
AOS
$8.38B
– –
-6,180
Closed -$365K
BOND icon
334
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.28B
– –
-2,513
Closed -$259K
COR icon
335
Cencora
COR
$60.3B
– –
-3,908
Closed -$333K
DEM icon
336
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.88B
– –
-8,705
Closed -$373K
ELD icon
337
WisdomTree Emerging Markets Local Debt Fund
ELD
$140M
– –
-6,933
Closed -$238K
EZM icon
338
WisdomTree US MidCap Fund
EZM
$937M
– –
-7,380
Closed -$296K
FLS icon
339
Flowserve
FLS
$9.25B
– –
-10,235
Closed -$413K
GD icon
340
General Dynamics
GD
$105B
– –
-1,531
Closed -$286K
GLW icon
341
Corning
GLW
$126B
– –
-18,308
Closed -$504K
IAU icon
342
iShares Gold Trust
IAU
$63B
– –
-5,478
Closed -$124K
IJR icon
343
iShares Core S&P Small-Cap ETF
IJR
$109B
– –
-3,050
Closed -$255K
IPGP icon
344
IPG Photonics
IPGP
$3.89B
– –
-1,092
Closed -$241K
KB icon
345
KB Financial Group
KB
$41.2B
– –
-9,009
Closed -$419K
MEOH icon
346
Methanex
MEOH
$4.32B
– –
-3,859
Closed -$273K
MU icon
347
Micron Technology
MU
$1.04T
– –
-4,300
Closed -$225K
OEF icon
348
iShares S&P 100 ETF
OEF
$19.8B
– –
-4,877
Closed -$583K
RIO icon
349
Rio Tinto
RIO
$148B
– –
-4,031
Closed -$224K
STLA icon
350
Stellantis
STLA
$16.5B
– –
-10,189
Closed -$192K
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 Q3 2018 Portfolio in Review

As of Q3 2018, Fulton Bank held 489 positions worth $1.52B, up 5.4% from $1.44B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Fulton Bank's Q3 2018 filing shows 48 new, 184 increased, 185 reduced and 36 closed positions. Its largest new stake was iShares Core MSCI EAFE ETF: 16,319 shares worth $1.05M. The largest sale was Aetna Inc, an estimated $2.51M.

By sector, the portfolio is most concentrated in Financials at 6.4% of assets, up from 6.3% a quarter earlier, followed by Technology and Healthcare.

  • Fulton Bank's largest Q3 2018 buy was iShares Core MSCI EAFE ETF: 16,319 shares worth $1.05M.
  • Fulton Bank added most to NVIDIA in Q3 2018, an estimated $1.75M increase.
  • Fulton Bank's biggest Q3 2018 reduction was Aetna Inc, cutting an estimated $2.51M.
  • Fulton Bank fully exited Vanguard S&P 500 ETF in Q3 2018, selling an estimated $586K.
  • Fulton Bank's ten largest holdings make up 29% of its $1.52B portfolio in Q3 2018.
  • Fulton Bank opened 48 new positions and closed 36 in Q3 2018.
  • Fulton Bank's portfolio value rose 5.4% quarter-over-quarter to $1.52B.

Based on Fulton Bank's 13F filing for Q3 2018, filed 3 Oct 2018.