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
+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
TECK icon
426
Teck Resources
TECK
$28.2B
$333K 0.01%
8,218
+499
+6% +$23.3K
SNA icon
427
Snap-on
SNA
$21.5B
$328K 0.01%
966
-45
-4% -$15.2K
LW icon
428
Lamb Weston
LW
$7.43B
$326K 0.01%
4,877
+285
+6% +$21.3K
MTCH icon
429
Match Group
MTCH
$9.19B
$324K 0.01%
9,902
-104
-1% -$3.56K
WWD icon
430
Woodward
WWD
$23.1B
$323K 0.01%
1,942
-46
-2% -$7.86K
CDNS icon
431
Cadence Design Systems
CDNS
$91.8B
$321K 0.01%
1,069
-5
-0.5% -$1.45K
MSI icon
432
Motorola Solutions
MSI
$72.1B
$320K 0.01%
+693
New +$329K
AN icon
433
AutoNation
AN
$7.69B
$319K 0.01%
1,881
+50
+3% +$8.45K
GDDY icon
434
GoDaddy
GDDY
$13.9B
$317K 0.01%
1,607
-35
-2% -$6.4K
SCHW
435
Charles Schwab
SCHW
$182B
$317K 0.01%
4,280
+16
+0.4% +$1.2K
ALNY icon
436
Alnylam Pharmaceuticals
ALNY
$38.3B
$316K 0.01%
1,343
+301
+29% +$79.2K
TDG icon
437
TransDigm Group
TDG
$70.7B
$316K 0.01%
249
+24
+11% +$31.6K
SPSM icon
438
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.9B
$314K 0.01%
+7,000
New +$326K
OZ icon
439
Belpointe PREP
OZ
$177M
$314K 0.01%
4,060
– –
ICFI icon
440
ICF International
ICFI
$1.5B
$312K 0.01%
2,616
-359
-12% -$53.7K
USMV icon
441
iShares MSCI USA Min Vol Factor ETF
USMV
$23.6B
$307K 0.01%
3,455
+73
+2% +$6.7K
VRTX icon
442
Vertex Pharmaceuticals
VRTX
$123B
$303K 0.01%
753
-45
-6% -$20.9K
CHKP icon
443
Check Point Software Technologies
CHKP
$14.3B
$303K 0.01%
1,622
-61
-4% -$11.5K
GLW icon
444
Corning
GLW
$107B
$301K 0.01%
+6,328
New +$300K
PH icon
445
Parker-Hannifin
PH
$120B
$298K 0.01%
+468
New +$310K
LH icon
446
Labcorp
LH
$25.2B
$296K 0.01%
1,290
-150
-10% -$34.4K
MDLZ icon
447
Mondelez International
MDLZ
$83.5B
$295K 0.01%
4,941
-196
-4% -$13K
HAS icon
448
Hasbro
HAS
$13.5B
$295K 0.01%
5,268
-832
-14% -$54.3K
FCX icon
449
Freeport-McMoran
FCX
$86.3B
$294K 0.01%
7,716
-1,240
-14% -$55.5K
ON icon
450
ON Semiconductor
ON
$30.7B
$293K 0.01%
4,640
+1,758
+61% +$121K
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
HIMC
Heritage Investors Management Corp Bethesda, Maryland $3.29B AUM 26.44% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

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.