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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
WST icon
401
West Pharmaceutical
WST
$23.5B
$376K 0.01%
1,149
+103
+10% +$32.4K
NSP icon
402
Insperity
NSP
$2.12B
$376K 0.01%
4,845
+50
+1% +$4.05K
SW
403
Smurfit Westrock
SW
$25.1B
$372K 0.01%
+6,905
New +$352K
PFF icon
404
iShares Preferred and Income Securities ETF
PFF
$13.2B
$372K 0.01%
11,827
– –
VRT icon
405
Vertiv
VRT
$89.4B
$369K 0.01%
3,252
+201
+7% +$23.9K
ATR icon
406
AptarGroup
ATR
$8.64B
$367K 0.01%
2,334
+276
+13% +$46.1K
CWEN icon
407
Clearway Energy Class C
CWEN
$4.75B
$364K 0.01%
14,007
+1,801
+15% +$49.8K
TENB icon
408
Tenable Holdings
TENB
$3.44B
$363K 0.01%
9,209
+1,007
+12% +$41.8K
HP icon
409
Helmerich & Payne
HP
$3.34B
$362K 0.01%
11,321
+1,180
+12% +$40.1K
OMC icon
410
Omnicom Group
OMC
$23.7B
$362K 0.01%
4,211
-99
-2% -$9.81K
NXPI icon
411
NXP Semiconductors
NXPI
$61.3B
$362K 0.01%
1,742
+11
+0.6% +$2.5K
LSTR icon
412
Landstar System
LSTR
$6.19B
$361K 0.01%
2,100
+204
+11% +$37.3K
CVE icon
413
Cenovus Energy
CVE
$53.9B
$358K 0.01%
23,662
-2,696
-10% -$43.4K
CMS icon
414
CMS Energy
CMS
$23.1B
$357K 0.01%
5,362
+734
+16% +$50.5K
JBHT icon
415
JB Hunt Transport Services
JBHT
$25.5B
$357K 0.01%
+2,089
New +$373K
STE icon
416
Steris
STE
$22.7B
$356K 0.01%
1,733
+196
+13% +$43K
TYL icon
417
Tyler Technologies
TYL
$14.1B
$349K 0.01%
605
-15
-2% -$9.06K
FDIS icon
418
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.63B
$349K 0.01%
+3,579
New +$335K
SPG icon
419
Simon Property Group
SPG
$76.7B
$346K 0.01%
+2,009
New +$353K
SPYM
420
State Street SPDR Portfolio S&P 500 ETF
SPYM
$158B
$345K 0.01%
5,005
– –
COO icon
421
Cooper Companies
COO
$14.2B
$342K 0.01%
3,718
+109
+3% +$11.1K
OHI icon
422
Omega Healthcare
OHI
$15.3B
$341K 0.01%
9,007
-616
-6% -$24.6K
OMF icon
423
OneMain Financial
OMF
$7.38B
$341K 0.01%
6,539
-48
-0.7% -$2.49K
INGR icon
424
Ingredion
INGR
$6.48B
$335K 0.01%
2,435
-271
-10% -$38.1K
CNQ icon
425
Canadian Natural Resources
CNQ
$96.1B
$334K 0.01%
10,835
-209
-2% -$7.04K
15 16
17
18 19

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BCI
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MWM
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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
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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.