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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
+2.76%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.15B
AUM Growth
+$162M
Cap. Flow
+$13.3M
Cap. Flow %
0.62%
Top 10 Hldgs %
32.27%
Holding
529
New
50
Increased
238
Reduced
184
Closed
17

Top Buys

Rank Stock Value
1
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.5M
2
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.36M
3
WMB icon
Williams Companies
WMB
+$1.25M
4
PII icon
Polaris
PII
+$907K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$740K

Top Sells

Rank Stock Value
1
PNC icon
PNC Financial Services
PNC
+$1.64M
2
ALXN
Alexion Pharmaceuticals
ALXN
+$1.55M
3
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.26M
4
CSCO icon
Cisco
CSCO
+$961K
5
T icon
AT&T
T
+$948K

Sector Composition

Rank Sector Weight
1 Technology 7.82%
2 Financials 5.31%
3 Healthcare 4.31%
4 Consumer Discretionary 4.05%
5 Communication Services 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZEN
376
DELISTED
ZENDESK INC
ZEN
$223K 0.01%
+1,550
New +$219K
MOS icon
377
The Mosaic Company
MOS
$7.09B
$222K 0.01%
+6,959
New +$236K
ISRG icon
378
Intuitive Surgical
ISRG
$121B
$219K 0.01%
+714
New +$200K
XLY icon
379
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.3B
$219K 0.01%
2,456
-110
-4% -$9.58K
VRSK icon
380
Verisk Analytics
VRSK
$26.4B
$218K 0.01%
1,246
-3,704
-75% -$657K
MOH icon
381
Molina Healthcare
MOH
$10.3B
$216K 0.01%
+852
New +$214K
OHI icon
382
Omega Healthcare
OHI
$15.4B
$216K 0.01%
+5,951
New +$221K
DLB icon
383
Dolby
DLB
$4.72B
$215K 0.01%
2,184
+150
+7% +$14.8K
BHC icon
384
Bausch Health
BHC
$1.65B
$214K 0.01%
7,273
+730
+11% +$22.1K
LVS icon
385
Las Vegas Sands
LVS
$30.5B
$213K 0.01%
+4,050
New +$234K
KT icon
386
KT
KT
$8.84B
$212K 0.01%
15,192
+526
+4% +$7.19K
DXCM icon
387
DexCom
DXCM
$27.6B
$211K 0.01%
+1,976
New +$190K
SE icon
388
Sea Limited
SE
$61.2B
$210K 0.01%
+762
New +$193K
SWAV
389
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
$210K 0.01%
+1,109
New +$181K
MDLZ icon
390
Mondelez International
MDLZ
$77.7B
$209K 0.01%
3,345
-207
-6% -$12.8K
USFD icon
391
US Foods
USFD
$21.4B
$209K 0.01%
+5,463
New +$212K
AOS icon
392
A.O. Smith
AOS
$8.38B
$208K 0.01%
+2,887
New +$199K
ERIC icon
393
Ericsson
ERIC
$30.7B
$208K 0.01%
16,517
-6,005
-27% -$80.4K
MELI icon
394
Mercado Libre
MELI
$91.3B
$207K 0.01%
+133
New +$195K
TT icon
395
Trane Technologies
TT
$106B
$202K 0.01%
+1,099
New +$196K
ED icon
396
Consolidated Edison
ED
$41.6B
$201K 0.01%
2,807
– –
CSX icon
397
CSX Corp
CSX
$98.6B
$200K 0.01%
6,253
-12,281
-66% -$405K
ZNGA
398
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
$185K 0.01%
17,465
+1,081
+7% +$11.4K
WIT icon
399
Wipro
WIT
$18.5B
$157K 0.01%
+40,156
New +$150K
BBVA icon
400
Banco Bilbao Vizcaya Argentaria
BBVA
$144B
$144K 0.01%
+23,193
New +$137K
13 14 15
16
17

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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
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 2021 Portfolio in Review

As of Q2 2021, Fulton Bank held 529 positions worth $2.15B, up 8.1% from $1.98B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Fulton Bank's Q2 2021 filing shows 50 new, 238 increased, 184 reduced and 17 closed positions. Its largest new stake was Vanguard Total Stock Market ETF: 6,899 shares worth $1.54M. The largest sale was PNC Financial Services, an estimated $1.64M.

By sector, the portfolio is most concentrated in Technology at 7.8% of assets, up from 7.6% a quarter earlier, followed by Financials and Healthcare.

  • Fulton Bank's largest Q2 2021 buy was Vanguard Total Stock Market ETF: 6,899 shares worth $1.54M.
  • Fulton Bank added most to Merck in Q2 2021, an estimated $733K increase.
  • Fulton Bank's biggest Q2 2021 reduction was PNC Financial Services, cutting an estimated $1.64M.
  • Fulton Bank fully exited Old Republic International in Q2 2021, selling an estimated $348K.
  • Fulton Bank's ten largest holdings make up 32% of its $2.15B portfolio in Q2 2021.
  • Fulton Bank opened 50 new positions and closed 17 in Q2 2021.
  • Fulton Bank's portfolio value rose 8.1% quarter-over-quarter to $2.15B.

Based on Fulton Bank's 13F filing for Q2 2021, filed 6 Jul 2021.