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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
-1.15%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.14B
AUM Growth
-$139M
Cap. Flow
+$8.21M
Cap. Flow %
0.38%
Top 10 Hldgs %
32.14%
Holding
559
New
24
Increased
203
Reduced
237
Closed
51

Top Buys

Rank Stock Value
1
BMY icon
Bristol-Myers Squibb
BMY
+$2.33M
2
META icon
Meta Platforms (Facebook)
META
+$2M
3
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.82M
4
WBA
Walgreens Boots Alliance
WBA
+$1.33M
5
TTE icon
TotalEnergies
TTE
+$1.29M

Top Sells

Rank Stock Value
1
UL icon
Unilever
UL
+$2.36M
2
PEP icon
PepsiCo
PEP
+$2.05M
3
AAPL icon
Apple
AAPL
+$1.82M
4
CVX icon
Chevron
CVX
+$1.54M
5
UNH icon
UnitedHealth
UNH
+$1.54M

Sector Composition

Rank Sector Weight
1 Technology 8.61%
2 Financials 5.37%
3 Healthcare 4.92%
4 Consumer Discretionary 3.88%
5 Communication Services 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
USFD icon
351
US Foods
USFD
$22.5B
$270K 0.01%
7,170
+46
+0.6% +$1.68K
LRCX icon
352
Lam Research
LRCX
$316B
$269K 0.01%
5,000
-480
-9% -$27.9K
BIO icon
353
Bio-Rad Laboratories Class A
BIO
$8.76B
$267K 0.01%
475
-65
-12% -$39.2K
SWAV
354
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
$266K 0.01%
1,285
-71
-5% -$11.7K
BXP icon
355
Boston Properties
BXP
$11.6B
$264K 0.01%
2,046
-275
-12% -$33.3K
DECK icon
356
Deckers Outdoor
DECK
$14.1B
$264K 0.01%
5,784
-240
-4% -$11.9K
BR icon
357
Broadridge
BR
$18.4B
$263K 0.01%
1,688
-29
-2% -$4.45K
EQNR icon
358
Equinor
EQNR
$97.3B
$262K 0.01%
+6,995
New +$218K
WAB icon
359
Wabtec
WAB
$49.3B
$259K 0.01%
2,692
-617
-19% -$57.2K
AXTA icon
360
Axalta
AXTA
$7.45B
$258K 0.01%
10,508
-1,411
-12% -$39.4K
EME icon
361
Emcor
EME
$29.9B
$255K 0.01%
2,264
+113
+5% +$13.3K
HLI icon
362
Houlihan Lokey
HLI
$9.72B
$254K 0.01%
2,897
-211
-7% -$21.7K
SYY icon
363
Sysco
SYY
$40.8B
$252K 0.01%
3,088
-253
-8% -$20.4K
VWO icon
364
Vanguard FTSE Emerging Markets ETF
VWO
$117B
$252K 0.01%
5,453
+75
+1% +$3.61K
WEC icon
365
WEC Energy
WEC
$36.3B
$252K 0.01%
2,525
-73
-3% -$6.89K
VTV icon
366
Vanguard Morningstar Value ETF
VTV
$188B
$250K 0.01%
1,690
– –
KEY icon
367
KeyCorp
KEY
$23.8B
$249K 0.01%
11,122
-1,273
-10% -$31.7K
MAS icon
368
Masco
MAS
$14.3B
$249K 0.01%
4,876
-610
-11% -$36.3K
MDLZ icon
369
Mondelez International
MDLZ
$82.9B
$249K 0.01%
3,970
+25
+0.6% +$1.63K
ARW icon
370
Arrow Electronics
ARW
$10.5B
$248K 0.01%
2,088
-223
-10% -$27.9K
AVY icon
371
Avery Dennison
AVY
$12.8B
$245K 0.01%
1,407
+8
+0.6% +$1.49K
SNA icon
372
Snap-on
SNA
$21.5B
$242K 0.01%
1,176
-253
-18% -$53.4K
SE icon
373
Sea Limited
SE
$66.4B
$240K 0.01%
2,003
+1,089
+119% +$153K
MDB icon
374
MongoDB
MDB
$25.8B
$239K 0.01%
539
+142
+36% +$55.5K
KB icon
375
KB Financial Group
KB
$40.6B
$238K 0.01%
4,874
-675
-12% -$33.4K
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 Q1 2022 Portfolio in Review

As of Q1 2022, Fulton Bank held 559 positions worth $2.14B, down 6.1% from $2.28B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Fulton Bank's Q1 2022 filing shows 24 new, 203 increased, 237 reduced and 51 closed positions. Its largest new stake was Celanese: 8,265 shares worth $1.18M. The largest sale was Unilever, an estimated $2.36M.

By sector, the portfolio is most concentrated in Technology at 8.6% of assets, down from 9% a quarter earlier, followed by Financials and Healthcare.

  • Fulton Bank's largest Q1 2022 buy was Celanese: 8,265 shares worth $1.18M.
  • Fulton Bank added most to Bristol-Myers Squibb in Q1 2022, an estimated $2.33M increase.
  • Fulton Bank's biggest Q1 2022 reduction was Unilever, cutting an estimated $2.36M.
  • Fulton Bank fully exited Regions Financial in Q1 2022, selling an estimated $858K.
  • Fulton Bank's ten largest holdings make up 32% of its $2.14B portfolio in Q1 2022.
  • Fulton Bank opened 24 new positions and closed 51 in Q1 2022.
  • Fulton Bank's portfolio value fell 6.1% quarter-over-quarter to $2.14B.

Based on Fulton Bank's 13F filing for Q1 2022, filed 5 Apr 2022.