We are live on ! Find out more
FB

Fulton Bank Portfolio holdings

AUM $3.27B
1-Year Est. Return 17.38%
This Fund
S&P 500
This Quarter Est. Return
+4.46%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.28B
AUM Growth
+$131M
Cap. Flow
+$25.3M
Cap. Flow %
1.11%
Top 10 Hldgs %
32.15%
Holding
560
New
36
Increased
272
Reduced
182
Closed
25

Top Buys

Rank Stock Value
1
MET icon
MetLife
MET
+$1.53M
2
BTI icon
British American Tobacco
BTI
+$923K
3
MA icon
Mastercard
MA
+$793K
4
BMY icon
Bristol-Myers Squibb
BMY
+$771K
5
TTE icon
TotalEnergies
TTE
+$770K

Top Sells

Rank Stock Value
1
CM icon
Canadian Imperial Bank of Commerce
CM
+$1.69M
2
UNM icon
Unum
UNM
+$1.41M
3
PFE icon
Pfizer
PFE
+$1.16M
4
MSFT icon
Microsoft
MSFT
+$1.03M
5
PEP icon
PepsiCo
PEP
+$891K

Sector Composition

Rank Sector Weight
1 Technology 9%
2 Financials 5.33%
3 Healthcare 4.7%
4 Consumer Discretionary 4.21%
5 Communication Services 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WAB icon
351
Wabtec
WAB
$49.8B
$305K 0.01%
3,309
-30
-0.9% -$2.75K
AVY icon
352
Avery Dennison
AVY
$12.7B
$303K 0.01%
1,399
-170
-11% -$36.4K
AOS icon
353
A.O. Smith
AOS
$8.55B
$299K 0.01%
3,481
+115
+3% +$8.77K
CHKP icon
354
Check Point Software Technologies
CHKP
$14.3B
$299K 0.01%
2,568
-292
-10% -$33.8K
XEL icon
355
Xcel Energy
XEL
$49.5B
$297K 0.01%
4,389
-2
-0% -$130
IRTC icon
356
iRhythm Holdings
IRTC
$3.95B
$291K 0.01%
+2,477
New +$227K
SMG icon
357
ScottsMiracle-Gro
SMG
$4.01B
$291K 0.01%
+1,806
New +$279K
OHI icon
358
Omega Healthcare
OHI
$15.2B
$290K 0.01%
9,781
+223
+2% +$6.51K
BKI
359
DELISTED
Black Knight, Inc. Common Stock
BKI
$288K 0.01%
3,480
+232
+7% +$17.3K
SDY icon
360
State Street SPDR S&P Dividend ETF
SDY
$22.2B
$287K 0.01%
2,225
-10
-0.4% -$1.24K
IVZ icon
361
Invesco
IVZ
$12.4B
$286K 0.01%
12,409
+371
+3% +$9.03K
KEY icon
362
KeyCorp
KEY
$24B
$286K 0.01%
12,395
+1,101
+10% +$25.6K
AAP icon
363
Advance Auto Parts
AAP
$3.5B
$285K 0.01%
1,188
-71
-6% -$16.2K
AZN icon
364
AstraZeneca
AZN
$269B
$283K 0.01%
2,433
-247
-9% -$29.1K
CHTR icon
365
Charter Communications
CHTR
$17.2B
$283K 0.01%
434
-42
-9% -$28.6K
IWN icon
366
iShares Russell 2000 Value ETF
IWN
$14.4B
$280K 0.01%
1,686
+10
+0.6% +$1.67K
UBER icon
367
Uber
UBER
$144B
$277K 0.01%
6,615
-380
-5% -$16.4K
EME icon
368
Emcor
EME
$30.1B
$274K 0.01%
2,151
+50
+2% +$6.19K
ALC icon
369
Alcon
ALC
$33.9B
$272K 0.01%
3,123
-201
-6% -$16.6K
LEN icon
370
Lennar Class A
LEN
$20.6B
$271K 0.01%
2,405
-305
-11% -$31.2K
SEE
371
DELISTED
Sealed Air
SEE
$270K 0.01%
4,004
+95
+2% +$5.91K
BXP icon
372
Boston Properties
BXP
$11.8B
$268K 0.01%
2,321
+67
+3% +$7.71K
VWO icon
373
Vanguard FTSE Emerging Markets ETF
VWO
$117B
$266K 0.01%
5,378
-100
-2% -$5.04K
MDLZ icon
374
Mondelez International
MDLZ
$84.1B
$262K 0.01%
3,945
+300
+8% +$18.5K
SYY icon
375
Sysco
SYY
$41.1B
$262K 0.01%
3,341
+181
+6% +$13.9K
13 14
15
16 17

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
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 2021 Portfolio in Review

As of Q4 2021, Fulton Bank held 560 positions worth $2.28B, up 6.1% from $2.15B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Fulton Bank's Q4 2021 filing shows 36 new, 272 increased, 182 reduced and 25 closed positions. Its largest new stake was MetLife: 24,382 shares worth $1.52M. The largest sale was Canadian Imperial Bank of Commerce, an estimated $1.69M.

By sector, the portfolio is most concentrated in Technology at 9% of assets, up from 8.1% a quarter earlier, followed by Financials and Healthcare.

  • Fulton Bank's largest Q4 2021 buy was MetLife: 24,382 shares worth $1.52M.
  • Fulton Bank added most to British American Tobacco in Q4 2021, an estimated $923K increase.
  • Fulton Bank's biggest Q4 2021 reduction was Canadian Imperial Bank of Commerce, cutting an estimated $1.69M.
  • Fulton Bank fully exited Unum in Q4 2021, selling an estimated $1.41M.
  • Fulton Bank's ten largest holdings make up 32% of its $2.28B portfolio in Q4 2021.
  • Fulton Bank opened 36 new positions and closed 25 in Q4 2021.
  • Fulton Bank's portfolio value rose 6.1% quarter-over-quarter to $2.28B.

Based on Fulton Bank's 13F filing for Q4 2021, filed 5 Jan 2022.