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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
+1.63%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.59B
AUM Growth
-$25.3M
Cap. Flow
+$15M
Cap. Flow %
0.58%
Top 10 Hldgs %
31.13%
Holding
710
New
51
Increased
257
Reduced
303
Closed
45

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.08M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.42M
3
AMAT icon
Applied Materials
AMAT
+$2.79M
4
CBRE icon
CBRE Group
CBRE
+$2.52M
5
AVGO icon
Broadcom
AVGO
+$1.58M

Top Sells

Rank Stock Value
1
MCHP icon
Microchip Technology
MCHP
+$3.03M
2
HST icon
Host Hotels & Resorts
HST
+$2.42M
3
BCE icon
BCE
BCE
+$1.83M
4
WMT icon
Walmart Inc
WMT
+$1.31M
5
BTI icon
British American Tobacco
BTI
+$1.24M

Sector Composition

Rank Sector Weight
1 Technology 11.83%
2 Financials 6.52%
3 Consumer Discretionary 4.29%
4 Healthcare 3.9%
5 Communication Services 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
YORW icon
326
York Water
YORW
$517M
$543K 0.02%
16,600
+750
+5% +$26.7K
SDY icon
327
State Street SPDR S&P Dividend ETF
SDY
$22.3B
$542K 0.02%
3,919
+1,769
+82% +$247K
COF icon
328
Capital One
COF
$130B
$539K 0.02%
3,022
-290
-9% -$50.2K
DASH icon
329
DoorDash
DASH
$85.2B
$536K 0.02%
3,197
+190
+6% +$31.2K
VWO icon
330
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$534K 0.02%
12,132
+3,858
+47% +$179K
SF
331
Stifel
SF
$12.8B
$528K 0.02%
7,467
-200
-3% -$14.3K
SPGI icon
332
S&P Global
SPGI
$125B
$518K 0.02%
1,040
-91
-8% -$46.2K
RH icon
333
RH
RH
$3.36B
$517K 0.02%
1,314
-101
-7% -$35.9K
ALL icon
334
Allstate
ALL
$70.1B
$516K 0.02%
2,676
-300
-10% -$58.2K
IQV icon
335
IQVIA
IQV
$40B
$512K 0.02%
2,605
-2,364
-48% -$499K
IJT icon
336
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.27B
$510K 0.02%
3,769
– –
STT icon
337
State Street
STT
$50.2B
$509K 0.02%
5,182
-376
-7% -$35.6K
CBSH icon
338
Commerce Bancshares
CBSH
$8.64B
$493K 0.02%
8,302
+1,098
+15% +$66.2K
ITT icon
339
ITT
ITT
$17.8B
$490K 0.02%
3,431
+189
+6% +$28.3K
TECH icon
340
Bio-Techne
TECH
$11.2B
$488K 0.02%
6,781
+949
+16% +$69.7K
CWI icon
341
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.73B
$487K 0.02%
17,421
+421
+2% +$12.3K
FTI icon
342
TechnipFMC
FTI
$28.9B
$487K 0.02%
16,812
-3,784
-18% -$108K
BJ icon
343
BJs Wholesale Club
BJ
$12.4B
$486K 0.02%
5,441
+769
+16% +$69.5K
RS icon
344
Reliance Steel & Aluminium
RS
$21.2B
$470K 0.02%
1,747
+177
+11% +$52.5K
RSP icon
345
Invesco S&P 500 Equal Weight ETF
RSP
$98.2B
$467K 0.02%
2,665
+693
+35% +$125K
AL
346
DELISTED
Air Lease Corp
AL
$461K 0.02%
9,564
-24
-0.3% -$1.13K
VVV icon
347
Valvoline
VVV
$5.13B
$456K 0.02%
12,603
+1,501
+14% +$60.1K
APD icon
348
Air Products & Chemicals
APD
$65.2B
$456K 0.02%
1,571
+653
+71% +$205K
STXF
349
Strive 500 ETF
STXF
$1.11B
$454K 0.02%
12,000
– –
UL icon
350
Unilever
UL
$144B
$452K 0.02%
7,088
-84
-1% -$5.67K
12 13
14
15 16

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 Q4 2024 Portfolio in Review

As of Q4 2024, Fulton Bank held 710 positions worth $2.59B, down 0.97% from $2.62B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q4 2024 filing shows 51 new, 257 increased, 303 reduced and 45 closed positions. Its largest new stake was Bank of Montreal: 14,497 shares worth $1.41M. The largest sale was Microchip Technology, an estimated $3.03M.

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

  • Fulton Bank's largest Q4 2024 buy was Bank of Montreal: 14,497 shares worth $1.41M.
  • Fulton Bank added most to Vanguard S&P 500 ETF in Q4 2024, an estimated $9.08M increase.
  • Fulton Bank's biggest Q4 2024 reduction was Microchip Technology, cutting an estimated $3.03M.
  • Fulton Bank fully exited BCE in Q4 2024, selling an estimated $1.83M.
  • Fulton Bank's ten largest holdings make up 31% of its $2.59B portfolio in Q4 2024.
  • Fulton Bank opened 51 new positions and closed 45 in Q4 2024.
  • Fulton Bank's portfolio value fell 0.97% quarter-over-quarter to $2.59B.

Based on Fulton Bank's 13F filing for Q4 2024, filed 8 Jan 2025.