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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
+5.31%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.86B
AUM Growth
+$229M
Cap. Flow
+$28.9M
Cap. Flow %
1.56%
Top 10 Hldgs %
32.4%
Holding
487
New
49
Increased
223
Reduced
164
Closed
18

Top Buys

Rank Stock Value
1
GIS icon
General Mills
GIS
+$1.48M
2
GILD icon
Gilead Sciences
GILD
+$682K
3
KMB icon
Kimberly-Clark
KMB
+$489K
4
AMZN icon
Amazon
AMZN
+$466K
5
MRK icon
Merck
MRK
+$434K

Top Sells

Rank Stock Value
1
UPS icon
United Parcel Service
UPS
+$1.86M
2
GSK icon
GSK
GSK
+$1.59M
3
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.02M
4
AAPL icon
Apple
AAPL
+$809K
5
KO icon
Coca-Cola
KO
+$748K

Sector Composition

Rank Sector Weight
1 Technology 8.05%
2 Financials 5.18%
3 Healthcare 4.64%
4 Consumer Discretionary 3.81%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SDY icon
326
State Street SPDR S&P Dividend ETF
SDY
$21.8B
$232K 0.01%
2,235
-35
-2% -$3.54K
FORTY
327
Formula Systems
FORTY
$1.63B
$230K 0.01%
2,682
+1
+0% +$81
VONG icon
328
Vanguard Russell 1000 Growth ETF
VONG
$42.5B
$229K 0.01%
3,692
– –
XLY icon
329
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.9B
$229K 0.01%
2,850
-524
-16% -$40.4K
XRAY icon
330
Dentsply Sirona
XRAY
$2.75B
$227K 0.01%
4,327
-381
-8% -$18.8K
PE
331
DELISTED
PARSLEY ENERGY INC
PE
$227K 0.01%
16,029
+3,522
+28% +$41.9K
SMG icon
332
ScottsMiracle-Gro
SMG
$3.97B
$225K 0.01%
+1,129
New +$194K
ALB icon
333
Albemarle
ALB
$13.9B
$221K 0.01%
+1,498
New +$178K
SRE icon
334
Sempra
SRE
$58.6B
$221K 0.01%
+3,462
New +$223K
ST icon
335
Sensata Technologies
ST
$6.98B
$220K 0.01%
+4,169
New +$200K
IWN icon
336
iShares Russell 2000 Value ETF
IWN
$14.4B
$219K 0.01%
+1,659
New +$196K
AFL icon
337
Aflac
AFL
$64.8B
$218K 0.01%
+4,903
New +$201K
SIMO icon
338
Silicon Motion
SIMO
$8.65B
$217K 0.01%
4,496
-1,085
-19% -$44.3K
VONV icon
339
Vanguard Russell 1000 Value ETF
VONV
$20.6B
$215K 0.01%
+3,582
New +$202K
USB icon
340
US Bancorp
USB
$98B
$214K 0.01%
+4,582
New +$194K
ADSK icon
341
Autodesk
ADSK
$49.6B
$211K 0.01%
691
-593
-46% -$156K
GE icon
342
GE Aerospace
GE
$368B
$210K 0.01%
3,899
+60
+2% +$2.69K
ICLR icon
343
Icon
ICLR
$12.8B
$210K 0.01%
1,075
-79
-7% -$15.4K
VMW
344
DELISTED
VMware, Inc
VMW
$209K 0.01%
+1,491
New +$214K
MDLZ icon
345
Mondelez International
MDLZ
$80.5B
$208K 0.01%
+3,552
New +$203K
STLD icon
346
Steel Dynamics
STLD
$36.2B
$205K 0.01%
+5,563
New +$193K
BUD icon
347
AB InBev
BUD
$166B
$204K 0.01%
+2,916
New +$184K
RJF icon
348
Raymond James Financial
RJF
$33.6B
$204K 0.01%
+3,194
New +$183K
ED icon
349
Consolidated Edison
ED
$40.4B
$203K 0.01%
2,809
– –
NYT icon
350
New York Times
NYT
$12.3B
$203K 0.01%
+3,928
New +$175K
11 12 13
14
15

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BCI
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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 Q4 2020 Portfolio in Review

As of Q4 2020, Fulton Bank held 487 positions worth $1.86B, up 14% from $1.63B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Fulton Bank's Q4 2020 filing shows 49 new, 223 increased, 164 reduced and 18 closed positions. Its largest new stake was General Mills: 24,470 shares worth $1.44M. The largest sale was United Parcel Service, an estimated $1.86M.

By sector, the portfolio is most concentrated in Technology at 8% of assets, down from 8.2% a quarter earlier, followed by Financials and Healthcare.

  • Fulton Bank's largest Q4 2020 buy was General Mills: 24,470 shares worth $1.44M.
  • Fulton Bank added most to Gilead Sciences in Q4 2020, an estimated $682K increase.
  • Fulton Bank's biggest Q4 2020 reduction was United Parcel Service, cutting an estimated $1.86M.
  • Fulton Bank fully exited Immunomedics Inc in Q4 2020, selling an estimated $509K.
  • Fulton Bank's ten largest holdings make up 32% of its $1.86B portfolio in Q4 2020.
  • Fulton Bank opened 49 new positions and closed 18 in Q4 2020.
  • Fulton Bank's portfolio value rose 14% quarter-over-quarter to $1.86B.

Based on Fulton Bank's 13F filing for Q4 2020, filed 7 Jan 2021.