We are live on ! Find out more
FB

Fulton Bank Portfolio holdings

AUM $3.27B
1-Year Est. Return 17.38%
This Fund
S&P 500
This Quarter Est. Return
+4.46%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.28B
AUM Growth
+$131M
Cap. Flow
+$25.3M
Cap. Flow %
1.11%
Top 10 Hldgs %
32.15%
Holding
560
New
36
Increased
272
Reduced
182
Closed
25

Top Buys

Rank Stock Value
1
MET icon
MetLife
MET
+$1.53M
2
BTI icon
British American Tobacco
BTI
+$923K
3
MA icon
Mastercard
MA
+$793K
4
BMY icon
Bristol-Myers Squibb
BMY
+$771K
5
TTE icon
TotalEnergies
TTE
+$770K

Top Sells

Rank Stock Value
1
CM icon
Canadian Imperial Bank of Commerce
CM
+$1.69M
2
UNM icon
Unum
UNM
+$1.41M
3
PFE icon
Pfizer
PFE
+$1.16M
4
MSFT icon
Microsoft
MSFT
+$1.03M
5
PEP icon
PepsiCo
PEP
+$891K

Sector Composition

Rank Sector Weight
1 Technology 9%
2 Financials 5.33%
3 Healthcare 4.7%
4 Consumer Discretionary 4.21%
5 Communication Services 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ED icon
401
Consolidated Edison
ED
$41.3B
$239K 0.01%
2,805
-2
-0.1% -$157
VIG icon
402
Vanguard Dividend Appreciation ETF
VIG
$113B
$237K 0.01%
1,381
– –
FCX icon
403
Freeport-McMoran
FCX
$88.6B
$234K 0.01%
+5,599
New +$213K
ATRC icon
404
AtriCure
ATRC
$2.01B
$232K 0.01%
3,335
+118
+4% +$8.58K
VYM icon
405
Vanguard High Dividend Yield ETF
VYM
$81.9B
$229K 0.01%
2,042
+22
+1% +$2.39K
GDDY icon
406
GoDaddy
GDDY
$13.6B
$227K 0.01%
+2,676
New +$191K
PLUG icon
407
Plug Power
PLUG
$2.73B
$225K 0.01%
7,980
– –
GATX icon
408
GATX Corp
GATX
$6.6B
$224K 0.01%
+2,150
New +$214K
TT icon
409
Trane Technologies
TT
$104B
$223K 0.01%
+1,105
New +$208K
PTR
410
DELISTED
PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES)
PTR
$222K 0.01%
+5,031
New +$237K
RRX icon
411
Regal Rexnord
RRX
$13.5B
$218K 0.01%
+1,285
New +$203K
VOT icon
412
Vanguard Mid-Cap Growth ETF
VOT
$19.1B
$216K 0.01%
+850
New +$214K
POWI icon
413
Power Integrations
POWI
$3.3B
$212K 0.01%
2,278
+51
+2% +$5.01K
MDB icon
414
MongoDB
MDB
$25B
$211K 0.01%
+397
New +$203K
RNR icon
415
RenaissanceRe
RNR
$13.9B
$209K 0.01%
+1,233
New +$193K
OC icon
416
Owens Corning
OC
$11.5B
$207K 0.01%
2,284
-59
-3% -$5.36K
BMRN icon
417
BioMarin Pharmaceuticals
BMRN
$12B
$206K 0.01%
+2,333
New +$193K
NTAP icon
418
NetApp
NTAP
$34.2B
$206K 0.01%
+2,236
New +$202K
SE icon
419
Sea Limited
SE
$65.8B
$205K 0.01%
914
+83
+10% +$24.8K
FORTY
420
Formula Systems
FORTY
$1.75B
$204K 0.01%
+1,646
New +$188K
SMTC icon
421
Semtech
SMTC
$10.4B
$203K 0.01%
+2,274
New +$194K
PUBM icon
422
PubMatic
PUBM
$605M
$202K 0.01%
+5,930
New +$193K
EG icon
423
Everest Group
EG
$15.8B
$201K 0.01%
+732
New +$198K
HDV
424
iShares Core High Dividend ETF
HDV
$14.7B
$201K 0.01%
+9,950
New +$195K
KT icon
425
KT
KT
$8.95B
$197K 0.01%
15,717
+288
+2% +$3.77K
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
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 2021 Portfolio in Review

As of Q4 2021, Fulton Bank held 560 positions worth $2.28B, up 6.1% from $2.15B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Fulton Bank's Q4 2021 filing shows 36 new, 272 increased, 182 reduced and 25 closed positions. Its largest new stake was MetLife: 24,382 shares worth $1.52M. The largest sale was Canadian Imperial Bank of Commerce, an estimated $1.69M.

By sector, the portfolio is most concentrated in Technology at 9% of assets, up from 8.1% a quarter earlier, followed by Financials and Healthcare.

  • Fulton Bank's largest Q4 2021 buy was MetLife: 24,382 shares worth $1.52M.
  • Fulton Bank added most to British American Tobacco in Q4 2021, an estimated $923K increase.
  • Fulton Bank's biggest Q4 2021 reduction was Canadian Imperial Bank of Commerce, cutting an estimated $1.69M.
  • Fulton Bank fully exited Unum in Q4 2021, selling an estimated $1.41M.
  • Fulton Bank's ten largest holdings make up 32% of its $2.28B portfolio in Q4 2021.
  • Fulton Bank opened 36 new positions and closed 25 in Q4 2021.
  • Fulton Bank's portfolio value rose 6.1% quarter-over-quarter to $2.28B.

Based on Fulton Bank's 13F filing for Q4 2021, filed 5 Jan 2022.