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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
SF
351
Stifel
SF
$12.4B
$452K 0.02%
7,200
-267
-4% -$18.8K
IVW icon
352
iShares S&P 500 Growth ETF
IVW
$70.5B
$449K 0.02%
4,836
-2,089
-30% -$211K
HUBS icon
353
HubSpot
HUBS
$12.9B
$448K 0.02%
785
-220
-22% -$154K
INTC icon
354
Intel
INTC
$413B
$446K 0.02%
19,628
-16,722
-46% -$366K
IBKR icon
355
Interactive Brokers
IBKR
$38.4B
$443K 0.02%
10,700
-2,576
-19% -$128K
PSX icon
356
Phillips 66
PSX
$82.9B
$440K 0.02%
3,566
-1,226
-26% -$151K
DGX icon
357
Quest Diagnostics
DGX
$26B
$439K 0.02%
+2,593
New +$426K
AEG icon
358
Aegon
AEG
$13.3B
$434K 0.02%
65,894
-1,557
-2% -$9.96K
CL icon
359
Colgate-Palmolive
CL
$74.8B
$433K 0.02%
4,619
– –
STXF
360
Strive 500 ETF
STXF
$1.09B
$433K 0.02%
12,000
– –
STE icon
361
Steris
STE
$22.9B
$429K 0.02%
1,892
+159
+9% +$35K
NSP icon
362
Insperity
NSP
$2.03B
$426K 0.02%
4,773
-72
-1% -$5.98K
BAH icon
363
Booz Allen Hamilton
BAH
$8.44B
$424K 0.02%
4,056
-2,761
-41% -$333K
ADI icon
364
Analog Devices
ADI
$172B
$422K 0.02%
2,094
+98
+5% +$21.2K
CWEN icon
365
Clearway Energy Class C
CWEN
$4.79B
$416K 0.02%
13,754
-253
-2% -$6.88K
QUAL icon
366
iShares MSCI USA Quality Factor ETF
QUAL
$45.7B
$410K 0.02%
2,400
+18
+0.8% +$3.22K
IQV icon
367
IQVIA
IQV
$40.7B
$408K 0.02%
2,317
-288
-11% -$55.9K
NXPI icon
368
NXP Semiconductors
NXPI
$60.8B
$407K 0.02%
2,144
+402
+23% +$85.8K
MGNI icon
369
Magnite
MGNI
$2.83B
$402K 0.02%
35,215
-737
-2% -$11.8K
DOX icon
370
Amdocs
DOX
$6.03B
$402K 0.02%
4,390
-92
-2% -$8.03K
TEAM icon
371
Atlassian
TEAM
$26.5B
$402K 0.02%
1,892
+57
+3% +$15K
PKBK icon
372
Parke Bancorp
PKBK
$397M
$401K 0.02%
21,272
-21,669
-50% -$421K
GRMN
373
Garmin
GRMN
$56.9B
$399K 0.02%
1,836
-270
-13% -$58.4K
BDX icon
374
Becton Dickinson
BDX
$46.4B
$398K 0.02%
1,738
-24
-1% -$5.57K
EW icon
375
Edwards Lifesciences
EW
$49.4B
$398K 0.02%
5,485
-26
-0.5% -$1.86K
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 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.