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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
+3.3%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.04B
AUM Growth
+$136M
Cap. Flow
+$13.4M
Cap. Flow %
0.66%
Top 10 Hldgs %
30.81%
Holding
590
New
32
Increased
233
Reduced
241
Closed
30

Top Buys

Rank Stock Value
1
MCHP icon
Microchip Technology
MCHP
+$2.59M
2
ADBE icon
Adobe
ADBE
+$2.54M
3
DHI icon
D.R. Horton
DHI
+$2.06M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.61M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.55M

Top Sells

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$4.21M
2
AAPL icon
Apple
AAPL
+$3.35M
3
NVDA icon
NVIDIA
NVDA
+$2.43M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2M
5
WMT icon
Walmart Inc
WMT
+$1.62M

Sector Composition

Rank Sector Weight
1 Technology 10.14%
2 Financials 5.2%
3 Healthcare 4.92%
4 Consumer Discretionary 3.93%
5 Industrials 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BIO icon
426
Bio-Rad Laboratories Class A
BIO
$8.47B
$212K 0.01%
559
-12
-2% -$4.88K
SYY icon
427
Sysco
SYY
$40.2B
$212K 0.01%
2,856
-301
-10% -$22.3K
CHX
428
DELISTED
ChampionX
CHX
$211K 0.01%
+6,810
New +$188K
RCL icon
429
Royal Caribbean
RCL
$81.8B
$210K 0.01%
+2,027
New +$159K
ED icon
430
Consolidated Edison
ED
$41.1B
$207K 0.01%
2,294
– –
SMG icon
431
ScottsMiracle-Gro
SMG
$4.06B
$206K 0.01%
3,293
-132
-4% -$8.85K
BAX icon
432
Baxter International
BAX
$12.1B
$204K 0.01%
4,478
-544
-11% -$23.7K
ARGX icon
433
argenx
ARGX
$55.6B
$204K 0.01%
523
-15
-3% -$5.9K
SBAC icon
434
SBA Communications
SBAC
$18.3B
$203K 0.01%
878
– –
IVE icon
435
iShares S&P 500 Value ETF
IVE
$49.1B
$203K 0.01%
+1,258
New +$194K
CIEN icon
436
Ciena
CIEN
$53.4B
$202K 0.01%
4,755
+21
+0.4% +$956
AOS icon
437
A.O. Smith
AOS
$8.61B
$202K 0.01%
+2,771
New +$190K
PSX icon
438
Phillips 66
PSX
$83.3B
$201K 0.01%
2,106
+47
+2% +$4.57K
HDV
439
iShares Core High Dividend ETF
HDV
$14.5B
$201K 0.01%
9,950
-10,465
-51% -$211K
VIPS icon
440
Vipshop
VIPS
$7.08B
$189K 0.01%
11,467
+1,368
+14% +$21.4K
DBRG icon
441
DigitalBridge
DBRG
$2.93B
$179K 0.01%
12,154
+849
+8% +$10.4K
MGNI icon
442
Magnite
MGNI
$2.73B
$176K 0.01%
12,919
+2,188
+20% +$24.4K
NEO icon
443
NeoGenomics
NEO
$1.71B
$176K 0.01%
10,952
– –
WBD icon
444
Warner Bros
WBD
$63.4B
$157K 0.01%
+12,523
New +$163K
FOLD
445
DELISTED
Amicus Therapeutics
FOLD
$144K 0.01%
11,489
-383
-3% -$4.54K
ET icon
446
Energy Transfer Partners
ET
$68.5B
$128K 0.01%
10,080
– –
GGB icon
447
Gerdau
GGB
$9.48B
$93.4K ﹤0.01%
+21,468
New +$89.7K
NEXN
448
Nexxen International
NEXN
$571M
$86.1K ﹤0.01%
11,958
+165
+1% +$1.01K
WIT icon
449
Wipro
WIT
$18.9B
$83.4K ﹤0.01%
35,328
-2,372
-6% -$5.51K
ITUB icon
450
Itaú Unibanco
ITUB
$92.3B
$78.3K ﹤0.01%
15,043
+462
+3% +$2.18K
15 16 17
18
19

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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
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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 Q2 2023 Portfolio in Review

As of Q2 2023, Fulton Bank held 590 positions worth $2.04B, up 7.1% from $1.91B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q2 2023 filing shows 32 new, 233 increased, 241 reduced and 30 closed positions. Its largest new stake was State Street Energy Select Sector SPDR ETF: 39,426 shares worth $1.6M. The largest sale was Meta Platforms (Facebook), an estimated $4.21M.

By sector, the portfolio is most concentrated in Technology at 10% of assets, up from 9.4% a quarter earlier, followed by Financials and Healthcare.

  • Fulton Bank's largest Q2 2023 buy was State Street Energy Select Sector SPDR ETF: 39,426 shares worth $1.6M.
  • Fulton Bank added most to Microchip Technology in Q2 2023, an estimated $2.59M increase.
  • Fulton Bank's biggest Q2 2023 reduction was Meta Platforms (Facebook), cutting an estimated $4.21M.
  • Fulton Bank fully exited Digital Realty Trust in Q2 2023, selling an estimated $1.46M.
  • Fulton Bank's ten largest holdings make up 31% of its $2.04B portfolio in Q2 2023.
  • Fulton Bank opened 32 new positions and closed 30 in Q2 2023.
  • Fulton Bank's portfolio value rose 7.1% quarter-over-quarter to $2.04B.

Based on Fulton Bank's 13F filing for Q2 2023, filed 6 Jul 2023.