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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
-5.18%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.8B
AUM Growth
-$343M
Cap. Flow
-$7.69M
Cap. Flow %
-0.43%
Top 10 Hldgs %
31.46%
Holding
529
New
21
Increased
182
Reduced
242
Closed
45

Top Buys

Rank Stock Value
1
PNC icon
PNC Financial Services
PNC
+$1.47M
2
UL icon
Unilever
UL
+$1.2M
3
CSCO icon
Cisco
CSCO
+$1.07M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$965K
5
VZ icon
Verizon
VZ
+$944K

Top Sells

Rank Stock Value
1
CVX icon
Chevron
CVX
+$2.21M
2
ABBV icon
AbbVie
ABBV
+$1.71M
3
HSY icon
Hershey
HSY
+$1.55M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.42M
5
XOM icon
ExxonMobil
XOM
+$1.34M

Sector Composition

Rank Sector Weight
1 Technology 8.09%
2 Financials 5.5%
3 Healthcare 5.47%
4 Consumer Discretionary 3.66%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SYNH
351
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
$227K 0.01%
3,168
+299
+10% +$21.9K
VTV icon
352
Vanguard Value ETF
VTV
$189B
$226K 0.01%
1,712
+22
+1% +$3.1K
BHP icon
353
BHP
BHP
$213B
$225K 0.01%
4,004
-589
-13% -$36.6K
TEAM icon
354
Atlassian
TEAM
$24.3B
$225K 0.01%
1,198
-597
-33% -$127K
ARW icon
355
Arrow Electronics
ARW
$10.9B
$224K 0.01%
2,006
-82
-4% -$9.57K
EG icon
356
Everest Group
EG
$15.4B
$224K 0.01%
+799
New +$226K
SNA icon
357
Snap-on
SNA
$21.1B
$224K 0.01%
1,133
-43
-4% -$9.16K
WWD icon
358
Woodward
WWD
$25B
$223K 0.01%
2,409
-80
-3% -$8.33K
SF
359
Stifel
SF
$12.5B
$221K 0.01%
5,922
-147
-2% -$6.1K
AMD icon
360
Advanced Micro Devices
AMD
$807B
$219K 0.01%
2,867
-1,171
-29% -$110K
CAJ
361
DELISTED
Canon, Inc.
CAJ
$219K 0.01%
9,665
-6,150
-39% -$148K
AXTA icon
362
Axalta
AXTA
$7.22B
$218K 0.01%
9,834
-674
-6% -$17.1K
CCK icon
363
Crown Holdings
CCK
$12.9B
$217K 0.01%
2,350
– –
HXL icon
364
Hexcel
HXL
$8.28B
$217K 0.01%
+4,145
New +$227K
EMN icon
365
Eastman Chemical
EMN
$7.74B
$216K 0.01%
2,405
-67
-3% -$6.94K
SSNC icon
366
SS&C Technologies
SSNC
$18.1B
$216K 0.01%
3,720
-336
-8% -$21.6K
IJS icon
367
iShares S&P Small-Cap 600 Value ETF
IJS
$8.14B
$214K 0.01%
+2,406
New +$231K
TROW icon
368
T. Rowe Price
TROW
$25.5B
$214K 0.01%
1,889
+8
+0.4% +$1.02K
ST icon
369
Sensata Technologies
ST
$6.74B
$213K 0.01%
5,167
-185
-3% -$8.52K
ARES icon
370
Ares Management
ARES
$28.8B
$212K 0.01%
3,730
-519
-12% -$35.9K
CVLY
371
DELISTED
Codorus Valley Bancorp Inc
CVLY
$212K 0.01%
+9,428
New +$215K
EXEL icon
372
Exelixis
EXEL
$14B
$211K 0.01%
+10,125
New +$209K
ARGX icon
373
argenx
ARGX
$55.6B
$208K 0.01%
+549
New +$177K
VYM icon
374
Vanguard High Dividend Yield ETF
VYM
$81.3B
$208K 0.01%
2,042
– –
USFD icon
375
US Foods
USFD
$21.9B
$202K 0.01%
6,570
-600
-8% -$20.3K
13 14
15
16 17

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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
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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 Q2 2022 Portfolio in Review

As of Q2 2022, Fulton Bank held 529 positions worth $1.8B, down 16% from $2.14B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q2 2022 filing shows 21 new, 182 increased, 242 reduced and 45 closed positions. Its largest new stake was Amcor: 13,817 shares worth $858K. The largest sale was Chevron, an estimated $2.21M.

By sector, the portfolio is most concentrated in Technology at 8.1% of assets, down from 8.6% a quarter earlier, followed by Financials and Healthcare.

  • Fulton Bank's largest Q2 2022 buy was Amcor: 13,817 shares worth $858K.
  • Fulton Bank added most to PNC Financial Services in Q2 2022, an estimated $1.47M increase.
  • Fulton Bank's biggest Q2 2022 reduction was Chevron, cutting an estimated $2.21M.
  • Fulton Bank fully exited Canadian National Railway in Q2 2022, selling an estimated $483K.
  • Fulton Bank's ten largest holdings make up 31% of its $1.8B portfolio in Q2 2022.
  • Fulton Bank opened 21 new positions and closed 45 in Q2 2022.
  • Fulton Bank's portfolio value fell 16% quarter-over-quarter to $1.8B.

Based on Fulton Bank's 13F filing for Q2 2022, filed 7 Jul 2022.