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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
LSTR icon
426
Landstar System
LSTR
$6.04B
$310K 0.01%
2,066
-34
-2% -$5.48K
JBHT icon
427
JB Hunt Transport Services
JBHT
$25.9B
$310K 0.01%
2,093
+4
+0.2% +$658
IJS icon
428
iShares S&P Small-Cap 600 Value ETF
IJS
$8.12B
$309K 0.01%
3,169
-377
-11% -$39.8K
PYPL icon
429
PayPal
PYPL
$49.9B
$306K 0.01%
4,685
-2,274
-33% -$177K
RH icon
430
RH
RH
$3.33B
$305K 0.01%
1,302
-12
-0.9% -$4.15K
FDIS icon
431
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.63B
$299K 0.01%
3,537
-42
-1% -$3.95K
LH icon
432
Labcorp
LH
$25.2B
$297K 0.01%
1,275
-15
-1% -$3.64K
ECL icon
433
Ecolab
ECL
$79.8B
$297K 0.01%
1,170
-7
-0.6% -$1.76K
OWL icon
434
Blue Owl Capital
OWL
$6.45B
$296K 0.01%
14,762
-3,604
-20% -$81K
HP icon
435
Helmerich & Payne
HP
$3.34B
$295K 0.01%
11,277
-44
-0.4% -$1.28K
FCX icon
436
Freeport-McMoran
FCX
$86.2B
$293K 0.01%
7,731
+15
+0.2% +$574
SHEL icon
437
Shell
SHEL
$244B
$292K 0.01%
3,990
-675
-14% -$45.5K
CCEP icon
438
Coca-Cola Europacific Partners
CCEP
$49.1B
$292K 0.01%
3,351
+99
+3% +$8.08K
IVE icon
439
iShares S&P 500 Value ETF
IVE
$49.1B
$292K 0.01%
1,530
-539
-26% -$104K
GLW icon
440
Corning
GLW
$107B
$290K 0.01%
6,342
+14
+0.2% +$691
TPR icon
441
Tapestry
TPR
$30.3B
$288K 0.01%
4,085
-1,733
-30% -$131K
SNOW icon
442
Snowflake
SNOW
$98.1B
$287K 0.01%
1,964
+564
+40% +$95.7K
MGY icon
443
Magnolia Oil & Gas
MGY
$5.93B
$286K 0.01%
11,317
-217
-2% -$5.26K
PH icon
444
Parker-Hannifin
PH
$120B
$284K 0.01%
468
– –
HST icon
445
Host Hotels & Resorts
HST
$17.5B
$283K 0.01%
19,883
-17,918
-47% -$291K
CLS icon
446
Celestica
CLS
$37.8B
$282K 0.01%
+3,580
New +$380K
SHOP icon
447
Shopify
SHOP
$168B
$281K 0.01%
2,946
+256
+10% +$27.9K
SPSM icon
448
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.9B
$281K 0.01%
6,896
-104
-1% -$4.58K
IWS icon
449
iShares Russell Mid-Cap Value ETF
IWS
$15.7B
$279K 0.01%
2,214
– –
BRO icon
450
Brown & Brown
BRO
$25.1B
$278K 0.01%
2,234
+50
+2% +$5.59K
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 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.