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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
K
376
DELISTED
Kellanova
K
$201K 0.01%
+2,993
New +$194K
LRCX icon
377
Lam Research
LRCX
$365B
$201K 0.01%
4,700
-300
-6% -$14.3K
QRVO icon
378
Qorvo
QRVO
$7.92B
$201K 0.01%
2,140
-168
-7% -$18.1K
SEE
379
DELISTED
Sealed Air
SEE
$201K 0.01%
3,489
-31
-0.9% -$1.96K
SMG icon
380
ScottsMiracle-Gro
SMG
$4.06B
$200K 0.01%
2,532
+880
+53% +$87K
LPL icon
381
LG Display
LPL
$3.14B
$169K 0.01%
+30,222
New +$205K
NEO icon
382
NeoGenomics
NEO
$1.71B
$88K ﹤0.01%
10,779
– –
DBRG icon
383
DigitalBridge
DBRG
$2.93B
$85K ﹤0.01%
+4,387
New +$107K
ITUB icon
384
Itaú Unibanco
ITUB
$92.3B
$69K ﹤0.01%
18,359
-2,149
-10% -$9.54K
TRVG
385
trivago
TRVG
$382M
$22K ﹤0.01%
2,981
+503
+20% +$4.67K
AL
386
DELISTED
Air Lease Corp
AL
– –
-5,224
Closed -$233K
AOS icon
387
A.O. Smith
AOS
$8.61B
– –
-3,278
Closed -$209K
ARWR icon
388
Arrowhead Research
ARWR
$12B
– –
-4,567
Closed -$210K
ATRC icon
389
AtriCure
ATRC
$1.89B
– –
-3,181
Closed -$209K
BXP icon
390
Boston Properties
BXP
$11B
– –
-2,046
Closed -$264K
CHX
391
DELISTED
ChampionX
CHX
– –
-8,605
Closed -$210K
CNI icon
392
Canadian National Railway
CNI
$78B
– –
-3,607
Closed -$483K
DECK icon
393
Deckers Outdoor
DECK
$13.6B
– –
-5,784
Closed -$264K
DXCM icon
394
DexCom
DXCM
$28.3B
– –
-2,304
Closed -$295K
E icon
395
ENI
E
$73.5B
– –
-10,895
Closed -$319K
ECL icon
396
Ecolab
ECL
$76.4B
– –
-1,531
Closed -$270K
ETSY icon
397
Etsy
ETSY
$7.96B
– –
-2,362
Closed -$293K
EXAS
398
DELISTED
Exact Sciences
EXAS
– –
-3,084
Closed -$216K
FCX icon
399
Freeport-McMoran
FCX
$90.2B
– –
-4,125
Closed -$205K
FOLD
400
DELISTED
Amicus Therapeutics
FOLD
– –
-10,523
Closed -$99K
14 15
16
17 18

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MWM
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AFG
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PCM
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FEG
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AIP
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NMERB
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HIMC
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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.