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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
SYF icon
351
Synchrony
SYF
$25.1B
$203K 0.01%
+5,871
New +$176K
WEC icon
352
WEC Energy
WEC
$35.8B
$203K 0.01%
+2,199
New +$214K
STE icon
353
Steris
STE
$22.5B
$202K 0.01%
+1,067
New +$199K
VTV icon
354
Vanguard Morningstar Value ETF
VTV
$188B
$201K 0.01%
+1,690
New +$190K
COLD icon
355
Americold
COLD
$4.13B
$200K 0.01%
+5,379
New +$193K
VTRS icon
356
Viatris
VTRS
$20.7B
$194K 0.01%
+10,351
New +$169K
IBN icon
357
ICICI Bank
IBN
$109B
$193K 0.01%
+13,021
New +$164K
AUY
358
DELISTED
Yamana Gold, Inc.
AUY
$176K 0.01%
30,696
-6,123
-17% -$34.4K
PBR icon
359
Petrobras
PBR
$123B
$170K 0.01%
+15,061
New +$134K
KT icon
360
KT
KT
$8.8B
$166K 0.01%
15,013
-424
-3% -$4.47K
ZNGA
361
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
$145K 0.01%
14,707
+806
+6% +$7.25K
FLY
362
DELISTED
Fly Leasing Limited
FLY
$142K 0.01%
14,408
-1,046
-7% -$8.17K
MFG icon
363
Mizuho Financial
MFG
$126B
$109K 0.01%
42,817
-8,889
-17% -$22.9K
CHU
364
DELISTED
China Unicom (HONG KONG) Limited
CHU
$106K 0.01%
18,629
+1,197
+7% +$7.57K
KGC icon
365
Kinross Gold
KGC
$28.2B
$94K 0.01%
12,885
-125
-1% -$996
CARR icon
366
Carrier Global
CARR
$50.6B
– –
-7,989
Closed -$244K
FE icon
367
FirstEnergy
FE
$28.2B
– –
-9,063
Closed -$260K
B
368
Barrick Mining
B
$63.2B
– –
-11,711
Closed -$329K
IBB icon
369
iShares Biotechnology ETF
IBB
$9.49B
– –
-1,485
Closed -$201K
MFC icon
370
Manulife Financial
MFC
$74B
– –
-10,498
Closed -$146K
ZBH icon
371
Zimmer Biomet
ZBH
$18.4B
– –
-1,649
Closed -$218K
JOYY
372
JOYY Inc
JOYY
$3.68B
– –
-2,629
Closed -$212K
IMMU
373
DELISTED
Immunomedics Inc
IMMU
– –
-5,986
Closed -$509K
UN
374
DELISTED
Unilever NV New York Registry Shares
UN
– –
-6,134
Closed -$371K
DCM
375
DELISTED
NTT DOCOMO, Inc.
DCM
– –
-8,170
Closed -$301K
11 12 13 14
15

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BCI
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MWM
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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.