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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
+1.83%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.47B
AUM Growth
+$32.1M
Cap. Flow
-$12.3M
Cap. Flow %
-0.5%
Top 10 Hldgs %
31.66%
Holding
657
New
43
Increased
263
Reduced
273
Closed
27

Top Buys

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.54M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.13M
3
META icon
Meta Platforms (Facebook)
META
+$2.05M
4
AMGN icon
Amgen
AMGN
+$1.73M
5
LLY icon
Eli Lilly
LLY
+$1.39M

Top Sells

Rank Stock Value
1
DELL icon
Dell
DELL
+$2.55M
2
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.43M
3
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.37M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.27M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.26M

Sector Composition

Rank Sector Weight
1 Technology 11.39%
2 Financials 5.99%
3 Healthcare 4.4%
4 Consumer Discretionary 3.86%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TTEK icon
426
Tetra Tech
TTEK
$8.38B
$289K 0.01%
7,070
– –
ADI icon
427
Analog Devices
ADI
$179B
$289K 0.01%
1,264
+141
+13% +$30.1K
AON icon
428
Aon
AON
$78.8B
$288K 0.01%
982
+80
+9% +$23.7K
IDA icon
429
Idacorp
IDA
$8.2B
$287K 0.01%
3,081
-8
-0.3% -$751
ASH icon
430
Ashland
ASH
$3.04B
$285K 0.01%
3,016
-342
-10% -$33.2K
MDB icon
431
MongoDB
MDB
$25.2B
$284K 0.01%
1,135
+81
+8% +$25.6K
DPZ icon
432
Domino's
DPZ
$11.5B
$282K 0.01%
+547
New +$279K
CEG icon
433
Constellation Energy
CEG
$97.7B
$280K 0.01%
1,398
+138
+11% +$28.2K
ABB
434
DELISTED
ABB Ltd
ABB
$278K 0.01%
+5,006
New +$278K
SNA icon
435
Snap-on
SNA
$21B
$274K 0.01%
1,049
-38
-3% -$10.4K
ARE icon
436
Alexandria Real Estate Equities
ARE
$9.03B
$274K 0.01%
2,342
+268
+13% +$31.9K
SDY icon
437
State Street SPDR S&P Dividend ETF
SDY
$22B
$273K 0.01%
2,150
– –
ATR icon
438
AptarGroup
ATR
$8.49B
$273K 0.01%
1,941
-42
-2% -$6.07K
CNP icon
439
CenterPoint Energy
CNP
$28.8B
$273K 0.01%
8,818
+1,780
+25% +$52.6K
GE icon
440
GE Aerospace
GE
$375B
$272K 0.01%
1,712
-126
-7% -$20.1K
GWW icon
441
W.W. Grainger
GWW
$65.4B
$272K 0.01%
301
-34
-10% -$32K
H icon
442
Hyatt Hotels
H
$17.9B
$270K 0.01%
1,776
+57
+3% +$8.55K
CMS icon
443
CMS Energy
CMS
$22.9B
$268K 0.01%
4,495
-34
-0.8% -$2.06K
GDDY icon
444
GoDaddy
GDDY
$13B
$267K 0.01%
1,912
-78
-4% -$10.3K
CHX
445
DELISTED
ChampionX
CHX
$266K 0.01%
8,021
-222
-3% -$7.57K
AVY icon
446
Avery Dennison
AVY
$12.5B
$264K 0.01%
1,207
-380
-24% -$84.4K
MGY icon
447
Magnolia Oil & Gas
MGY
$5.64B
$264K 0.01%
10,411
+968
+10% +$24.7K
APD icon
448
Air Products & Chemicals
APD
$65.3B
$263K 0.01%
1,020
-149
-13% -$37.8K
AVTR icon
449
Avantor
AVTR
$8.07B
$260K 0.01%
12,272
-2,307
-16% -$55.6K
CARR icon
450
Carrier Global
CARR
$57B
$260K 0.01%
4,117
-743
-15% -$45.6K
16 17
18
19 20

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 Q2 2024 Portfolio in Review

As of Q2 2024, Fulton Bank held 657 positions worth $2.47B, up 1.3% from $2.44B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Fulton Bank's Q2 2024 filing shows 43 new, 263 increased, 273 reduced and 27 closed positions. Its largest new stake was Vanguard Tax-Exempt Bond Index Fund: 27,598 shares worth $1.38M. The largest sale was Dell, an estimated $2.55M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 10% a quarter earlier, followed by Financials and Healthcare.

  • Fulton Bank's largest Q2 2024 buy was Vanguard Tax-Exempt Bond Index Fund: 27,598 shares worth $1.38M.
  • Fulton Bank added most to Berkshire Hathaway Class B in Q2 2024, an estimated $2.54M increase.
  • Fulton Bank's biggest Q2 2024 reduction was Dell, cutting an estimated $2.55M.
  • Fulton Bank fully exited Equitable Holdings in Q2 2024, selling an estimated $840K.
  • Fulton Bank's ten largest holdings make up 32% of its $2.47B portfolio in Q2 2024.
  • Fulton Bank opened 43 new positions and closed 27 in Q2 2024.
  • Fulton Bank's portfolio value rose 1.3% quarter-over-quarter to $2.47B.

Based on Fulton Bank's 13F filing for Q2 2024, filed 9 Jul 2024.