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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
SPGI icon
326
S&P Global
SPGI
$124B
$515K 0.02%
1,013
-27
-3% -$13.8K
MTB icon
327
M&T Bank
MTB
$36.3B
$508K 0.02%
2,843
-824
-22% -$156K
MTSI icon
328
MACOM Technology Solutions
MTSI
$17.4B
$508K 0.02%
5,061
-220
-4% -$26.8K
CWI icon
329
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.7B
$503K 0.02%
17,000
-421
-2% -$12.3K
OMF icon
330
OneMain Financial
OMF
$7.27B
$501K 0.02%
10,254
+3,715
+57% +$197K
CNP icon
331
CenterPoint Energy
CNP
$28.3B
$497K 0.02%
13,718
+362
+3% +$12.1K
RS icon
332
Reliance Steel & Aluminium
RS
$20.6B
$497K 0.02%
1,720
-27
-2% -$7.72K
EQIX icon
333
Equinix
EQIX
$99.4B
$494K 0.02%
606
+1
+0.2% +$899
PLNT icon
334
Planet Fitness
PLNT
$4.45B
$493K 0.02%
5,100
+671
+15% +$67.5K
FEZ icon
335
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.29B
$489K 0.02%
8,980
+500
+6% +$26.7K
CMCSA icon
336
Comcast
CMCSA
$87.3B
$478K 0.02%
12,951
-1,555
-11% -$56.1K
IJT icon
337
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.13B
$477K 0.02%
3,833
+64
+2% +$8.56K
CBSH icon
338
Commerce Bancshares
CBSH
$8.68B
$476K 0.02%
8,035
-267
-3% -$16.3K
ARES icon
339
Ares Management
ARES
$28.1B
$471K 0.02%
3,213
-1,179
-27% -$204K
VVV icon
340
Valvoline
VVV
$5.06B
$469K 0.02%
13,461
+858
+7% +$31.3K
TECH icon
341
Bio-Techne
TECH
$11.2B
$467K 0.02%
7,963
+1,182
+17% +$80.1K
APD icon
342
Air Products & Chemicals
APD
$65.5B
$467K 0.02%
1,582
+11
+0.7% +$3.39K
CIEN icon
343
Ciena
CIEN
$46.8B
$465K 0.02%
7,703
-576
-7% -$45.5K
VOE icon
344
Vanguard Morningstar Mid-Cap Value ETF
VOE
$23.9B
$465K 0.02%
2,895
+293
+11% +$47.9K
UL icon
345
Unilever
UL
$142B
$463K 0.02%
6,916
-172
-2% -$11.1K
AL
346
DELISTED
Air Lease Corp
AL
$461K 0.02%
9,541
-23
-0.2% -$1.08K
HELO icon
347
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.5B
$459K 0.02%
+7,691
New +$477K
VTV icon
348
Vanguard Morningstar Value ETF
VTV
$188B
$455K 0.02%
2,636
– –
STT icon
349
State Street
STT
$48.4B
$453K 0.02%
5,059
-123
-2% -$11.8K
ITT icon
350
ITT
ITT
$17.1B
$453K 0.02%
3,505
+74
+2% +$10.5K
12 13
14
15 16

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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
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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.