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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
IRT icon
401
Independence Realty Trust
IRT
$3.98B
$345K 0.01%
16,236
+1,731
+12% +$34.9K
JKHY icon
402
Jack Henry & Associates
JKHY
$11.4B
$343K 0.01%
+1,880
New +$328K
INSM icon
403
Insmed
INSM
$22.4B
$341K 0.01%
+4,476
New +$342K
TDG icon
404
TransDigm Group
TDG
$70.7B
$340K 0.01%
246
-3
-1% -$4K
ATR icon
405
AptarGroup
ATR
$8.69B
$339K 0.01%
2,284
-50
-2% -$7.53K
USMV icon
406
iShares MSCI USA Min Vol Factor ETF
USMV
$23.6B
$338K 0.01%
3,609
+154
+4% +$14.2K
BP icon
407
BP
BP
$112B
$336K 0.01%
9,948
+402
+4% +$13.1K
CRL icon
408
Charles River Laboratories
CRL
$11.3B
$335K 0.01%
2,228
-1,400
-39% -$235K
MKSI icon
409
MKS Inc
MKSI
$17.4B
$335K 0.01%
4,175
-73
-2% -$7.37K
SPG icon
410
Simon Property Group
SPG
$76.4B
$334K 0.01%
2,009
– –
OHI icon
411
Omega Healthcare
OHI
$15.3B
$332K 0.01%
8,729
-278
-3% -$10.3K
CHKP icon
412
Check Point Software Technologies
CHKP
$14.3B
$330K 0.01%
1,447
-175
-11% -$37.1K
INGR icon
413
Ingredion
INGR
$6.42B
$329K 0.01%
2,434
-1
-0% -$132
AKAM icon
414
Akamai
AKAM
$15.6B
$329K 0.01%
4,081
-235
-5% -$21.1K
ELF icon
415
e.l.f. Beauty
ELF
$4.77B
$324K 0.01%
5,153
-2,934
-36% -$256K
MTCH icon
416
Match Group
MTCH
$9.19B
$321K 0.01%
10,290
+388
+4% +$12.7K
SNA icon
417
Snap-on
SNA
$21.5B
$321K 0.01%
952
-14
-1% -$4.76K
COO icon
418
Cooper Companies
COO
$14.2B
$320K 0.01%
3,791
+73
+2% +$6.54K
TENB icon
419
Tenable Holdings
TENB
$3.47B
$318K 0.01%
9,093
-116
-1% -$4.54K
WHR icon
420
Whirlpool
WHR
$2.49B
$318K 0.01%
3,527
+45
+1% +$4.77K
MDLZ icon
421
Mondelez International
MDLZ
$82.9B
$317K 0.01%
4,671
-270
-5% -$16.6K
OKE icon
422
Oneok
OKE
$56.7B
$316K 0.01%
+3,185
New +$316K
HAS icon
423
Hasbro
HAS
$13.5B
$314K 0.01%
5,110
-158
-3% -$9.56K
AN icon
424
AutoNation
AN
$7.7B
$313K 0.01%
1,934
+53
+3% +$9.46K
DBRG icon
425
DigitalBridge
DBRG
$2.92B
$310K 0.01%
35,194
+1,752
+5% +$18.4K
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
HIMC
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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.