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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
CMS icon
376
CMS Energy
CMS
$23.3B
$397K 0.02%
5,280
-82
-2% -$5.73K
DOV icon
377
Dover
DOV
$26.7B
$394K 0.02%
2,241
-33
-1% -$6.34K
LNG icon
378
Cheniere Energy
LNG
$54.2B
$391K 0.02%
+1,691
New +$381K
HWM icon
379
Howmet Aerospace
HWM
$109B
$389K 0.02%
+3,002
New +$381K
MSI icon
380
Motorola Solutions
MSI
$72.1B
$389K 0.02%
888
+195
+28% +$87K
MAS icon
381
Masco
MAS
$14.3B
$387K 0.02%
5,571
-2,704
-33% -$202K
OMC icon
382
Omnicom Group
OMC
$22.7B
$386K 0.02%
4,653
+442
+10% +$36.9K
RGA icon
383
Reinsurance Group of America
RGA
$15.5B
$384K 0.02%
1,948
-62
-3% -$12.9K
FNB icon
384
FNB Corp
FNB
$6.76B
$380K 0.02%
28,230
– –
RJF icon
385
Raymond James Financial
RJF
$33.5B
$379K 0.02%
2,726
+59
+2% +$9.16K
PCAR icon
386
PACCAR
PCAR
$70.5B
$378K 0.02%
3,887
-179
-4% -$18.9K
IR icon
387
Ingersoll Rand
IR
$33.1B
$376K 0.02%
4,702
-102
-2% -$8.89K
CI icon
388
Cigna
CI
$78.4B
$375K 0.02%
1,140
-260
-19% -$78.3K
MC icon
389
Moelis & Co
MC
$4.85B
$373K 0.02%
6,393
+350
+6% +$24.7K
ALNY icon
390
Alnylam Pharmaceuticals
ALNY
$38.3B
$371K 0.02%
1,375
+32
+2% +$8.22K
SNX icon
391
TD Synnex
SNX
$19.9B
$371K 0.02%
3,568
-52
-1% -$6.95K
CMC icon
392
Commercial Metals
CMC
$7.53B
$370K 0.02%
8,048
+413
+5% +$20.1K
PFF icon
393
iShares Preferred and Income Securities ETF
PFF
$13.1B
$363K 0.01%
11,827
– –
AJG icon
394
Arthur J. Gallagher & Co
AJG
$69.1B
$363K 0.01%
1,052
+46
+5% +$14.5K
SRE icon
395
Sempra
SRE
$58.1B
$363K 0.01%
5,085
-30
-0.6% -$2.34K
SMPL icon
396
Simply Good Foods
SMPL
$907M
$363K 0.01%
10,511
-171
-2% -$6.19K
ANSS
397
DELISTED
Ansys
ANSS
$362K 0.01%
1,145
-7
-0.6% -$2.35K
CNC icon
398
Centene
CNC
$30.5B
$354K 0.01%
5,824
+1,915
+49% +$116K
WWD icon
399
Woodward
WWD
$23B
$351K 0.01%
1,922
-20
-1% -$3.7K
FTV icon
400
Fortive
FTV
$18B
$346K 0.01%
6,274
-883
-12% -$51.8K
14 15
16
17 18

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.