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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
+1.63%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.59B
AUM Growth
-$25.3M
Cap. Flow
+$15M
Cap. Flow %
0.58%
Top 10 Hldgs %
31.13%
Holding
710
New
51
Increased
257
Reduced
303
Closed
45

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.08M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.42M
3
AMAT icon
Applied Materials
AMAT
+$2.79M
4
CBRE icon
CBRE Group
CBRE
+$2.52M
5
AVGO icon
Broadcom
AVGO
+$1.58M

Top Sells

Rank Stock Value
1
MCHP icon
Microchip Technology
MCHP
+$3.03M
2
HST icon
Host Hotels & Resorts
HST
+$2.42M
3
BCE icon
BCE
BCE
+$1.83M
4
WMT icon
Walmart Inc
WMT
+$1.31M
5
BTI icon
British American Tobacco
BTI
+$1.24M

Sector Composition

Rank Sector Weight
1 Technology 11.83%
2 Financials 6.52%
3 Consumer Discretionary 4.29%
4 Healthcare 3.9%
5 Communication Services 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FNB icon
376
FNB Corp
FNB
$6.81B
$417K 0.02%
28,230
– –
SMPL icon
377
Simply Good Foods
SMPL
$941M
$416K 0.02%
10,682
+1,146
+12% +$42K
RJF icon
378
Raymond James Financial
RJF
$34B
$414K 0.02%
2,667
+17
+0.6% +$2.57K
AKAM icon
379
Akamai
AKAM
$16.3B
$413K 0.02%
4,316
-3
-0.1% -$294
LEN icon
380
Lennar Class A
LEN
$21.1B
$410K 0.02%
3,106
-334
-10% -$54.3K
LDOS icon
381
Leidos
LDOS
$14.9B
$410K 0.02%
2,846
-512
-15% -$85.2K
FEZ icon
382
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.32B
$408K 0.02%
8,480
– –
EW icon
383
Edwards Lifesciences
EW
$48.2B
$408K 0.02%
5,511
-852
-13% -$59.6K
GEV icon
384
GE Vernova
GEV
$251B
$407K 0.02%
+1,238
New +$387K
FTV icon
385
Fortive
FTV
$19.5B
$404K 0.02%
7,157
-203
-3% -$11.7K
BDX icon
386
Becton Dickinson
BDX
$45.8B
$400K 0.02%
1,762
-399
-18% -$92.1K
IJJ icon
387
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.93B
$399K 0.02%
+3,197
New +$408K
WHR icon
388
Whirlpool
WHR
$2.49B
$399K 0.02%
3,482
+161
+5% +$17.8K
ELV icon
389
Elevance Health
ELV
$83.7B
$398K 0.02%
1,080
-49
-4% -$20.5K
AEG icon
390
Aegon
AEG
$13.6B
$397K 0.02%
67,451
– –
IVE icon
391
iShares S&P 500 Value ETF
IVE
$49.6B
$395K 0.02%
2,069
+971
+88% +$193K
ANSS
392
DELISTED
Ansys
ANSS
$389K 0.02%
1,152
-25
-2% -$8.38K
CI icon
393
Cigna
CI
$79.6B
$387K 0.01%
1,400
-1,133
-45% -$361K
TER icon
394
Teradyne
TER
$50.2B
$387K 0.01%
3,070
+18
+0.6% +$2.13K
IJS icon
395
iShares S&P Small-Cap 600 Value ETF
IJS
$8.2B
$385K 0.01%
+3,546
New +$393K
DAL icon
396
Delta Air Lines
DAL
$58.8B
$382K 0.01%
+6,321
New +$373K
DOX icon
397
Amdocs
DOX
$5.83B
$382K 0.01%
4,482
+449
+11% +$39.4K
TPR icon
398
Tapestry
TPR
$30.5B
$380K 0.01%
5,818
-39
-0.7% -$2.13K
CMC icon
399
Commercial Metals
CMC
$7.8B
$379K 0.01%
7,635
+2,032
+36% +$115K
DBRG icon
400
DigitalBridge
DBRG
$2.93B
$377K 0.01%
33,442
+5,070
+18% +$68.2K
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 Q4 2024 Portfolio in Review

As of Q4 2024, Fulton Bank held 710 positions worth $2.59B, down 0.97% from $2.62B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q4 2024 filing shows 51 new, 257 increased, 303 reduced and 45 closed positions. Its largest new stake was Bank of Montreal: 14,497 shares worth $1.41M. The largest sale was Microchip Technology, an estimated $3.03M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 11% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Fulton Bank's largest Q4 2024 buy was Bank of Montreal: 14,497 shares worth $1.41M.
  • Fulton Bank added most to Vanguard S&P 500 ETF in Q4 2024, an estimated $9.08M increase.
  • Fulton Bank's biggest Q4 2024 reduction was Microchip Technology, cutting an estimated $3.03M.
  • Fulton Bank fully exited BCE in Q4 2024, selling an estimated $1.83M.
  • Fulton Bank's ten largest holdings make up 31% of its $2.59B portfolio in Q4 2024.
  • Fulton Bank opened 51 new positions and closed 45 in Q4 2024.
  • Fulton Bank's portfolio value fell 0.97% quarter-over-quarter to $2.59B.

Based on Fulton Bank's 13F filing for Q4 2024, filed 8 Jan 2025.