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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
+1.83%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.47B
AUM Growth
+$32.1M
Cap. Flow
-$12.3M
Cap. Flow %
-0.5%
Top 10 Hldgs %
31.66%
Holding
657
New
43
Increased
263
Reduced
273
Closed
27

Top Buys

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.54M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.13M
3
META icon
Meta Platforms (Facebook)
META
+$2.05M
4
AMGN icon
Amgen
AMGN
+$1.73M
5
LLY icon
Eli Lilly
LLY
+$1.39M

Top Sells

Rank Stock Value
1
DELL icon
Dell
DELL
+$2.55M
2
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.43M
3
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.37M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.27M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.26M

Sector Composition

Rank Sector Weight
1 Technology 11.39%
2 Financials 5.99%
3 Healthcare 4.4%
4 Consumer Discretionary 3.86%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HAS icon
376
Hasbro
HAS
$12.7B
$360K 0.01%
6,155
-327
-5% -$19.4K
EL icon
377
Estee Lauder
EL
$29.7B
$360K 0.01%
3,382
-1,808
-35% -$237K
IBKR icon
378
Interactive Brokers
IBKR
$40.5B
$360K 0.01%
11,736
+3,412
+41% +$102K
IEMG icon
379
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$359K 0.01%
6,706
-1,425
-18% -$75.1K
OHI icon
380
Omega Healthcare
OHI
$15.3B
$359K 0.01%
10,472
+226
+2% +$7.12K
CDNS icon
381
Cadence Design Systems
CDNS
$93.4B
$359K 0.01%
1,165
-536
-32% -$159K
MNDY icon
382
monday.com
MNDY
$3.51B
$356K 0.01%
+1,479
New +$312K
MGNI icon
383
Magnite
MGNI
$2.77B
$354K 0.01%
26,615
+4,612
+21% +$50.4K
LSTR icon
384
Landstar System
LSTR
$6.53B
$353K 0.01%
1,913
-77
-4% -$13.9K
CIEN icon
385
Ciena
CIEN
$52.1B
$352K 0.01%
7,315
+1,046
+17% +$49.6K
ANSS
386
DELISTED
Ansys
ANSS
$352K 0.01%
1,095
+4
+0.4% +$1.31K
WWD icon
387
Woodward
WWD
$24.6B
$349K 0.01%
2,003
-78
-4% -$13.3K
SMCI icon
388
Super Micro Computer
SMCI
$18.7B
$348K 0.01%
4,250
+190
+5% +$16.2K
CBU icon
389
Community Bank
CBU
$3.52B
$348K 0.01%
7,376
+900
+14% +$40.7K
OMC icon
390
Omnicom Group
OMC
$23.5B
$348K 0.01%
3,880
-15
-0.4% -$1.39K
GRMN
391
Garmin
GRMN
$46.5B
$346K 0.01%
2,126
+581
+38% +$91.5K
SPOT icon
392
Spotify
SPOT
$102B
$345K 0.01%
1,100
-252
-19% -$75.9K
CBSH icon
393
Commerce Bancshares
CBSH
$8.5B
$344K 0.01%
6,808
+1,214
+22% +$60K
FTV icon
394
Fortive
FTV
$19.1B
$344K 0.01%
6,164
+86
+1% +$4.99K
UGI icon
395
UGI
UGI
$7.94B
$343K 0.01%
14,983
+558
+4% +$13.5K
TENB icon
396
Tenable Holdings
TENB
$3.63B
$338K 0.01%
7,759
+183
+2% +$8.07K
HP icon
397
Helmerich & Payne
HP
$3.4B
$337K 0.01%
9,316
-180
-2% -$6.92K
TEL icon
398
TE Connectivity
TEL
$59.6B
$336K 0.01%
2,234
+57
+3% +$8.36K
ITT icon
399
ITT
ITT
$17.3B
$335K 0.01%
2,594
+344
+15% +$45.2K
SJM icon
400
J.M. Smucker
SJM
$12.9B
$335K 0.01%
3,070
-109
-3% -$12.3K
14 15
16
17 18

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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 2024 Portfolio in Review

As of Q2 2024, Fulton Bank held 657 positions worth $2.47B, up 1.3% from $2.44B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Fulton Bank's Q2 2024 filing shows 43 new, 263 increased, 273 reduced and 27 closed positions. Its largest new stake was Vanguard Tax-Exempt Bond Index Fund: 27,598 shares worth $1.38M. The largest sale was Dell, an estimated $2.55M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 10% a quarter earlier, followed by Financials and Healthcare.

  • Fulton Bank's largest Q2 2024 buy was Vanguard Tax-Exempt Bond Index Fund: 27,598 shares worth $1.38M.
  • Fulton Bank added most to Berkshire Hathaway Class B in Q2 2024, an estimated $2.54M increase.
  • Fulton Bank's biggest Q2 2024 reduction was Dell, cutting an estimated $2.55M.
  • Fulton Bank fully exited Equitable Holdings in Q2 2024, selling an estimated $840K.
  • Fulton Bank's ten largest holdings make up 32% of its $2.47B portfolio in Q2 2024.
  • Fulton Bank opened 43 new positions and closed 27 in Q2 2024.
  • Fulton Bank's portfolio value rose 1.3% quarter-over-quarter to $2.47B.

Based on Fulton Bank's 13F filing for Q2 2024, filed 9 Jul 2024.