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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
+1.63%
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
SHEL icon
451
Shell
SHEL
$244B
$292K 0.01%
4,665
-1,295
-22% -$84.9K
CEG icon
452
Constellation Energy
CEG
$92.6B
$292K 0.01%
1,306
+35
+3% +$8.73K
HPE icon
453
Hewlett Packard
HPE
$60.6B
$288K 0.01%
13,501
+2,928
+28% +$61.8K
WTRG icon
454
Essential Utilities
WTRG
$11.5B
$288K 0.01%
+7,931
New +$308K
IRT icon
455
Independence Realty Trust
IRT
$3.97B
$288K 0.01%
+14,505
New +$296K
HOLX
456
DELISTED
Hologic
HOLX
$287K 0.01%
+3,985
New +$311K
IWS icon
457
iShares Russell Mid-Cap Value ETF
IWS
$15.8B
$286K 0.01%
2,214
– –
SHOP icon
458
Shopify
SHOP
$171B
$286K 0.01%
+2,690
New +$262K
AJG icon
459
Arthur J. Gallagher & Co
AJG
$69.2B
$286K 0.01%
1,006
-181
-15% -$52.7K
MDB icon
460
MongoDB
MDB
$26.3B
$285K 0.01%
1,223
+24
+2% +$6.78K
BP icon
461
BP
BP
$112B
$282K 0.01%
+9,546
New +$287K
SWKS icon
462
Skyworks Solutions
SWKS
$9.42B
$280K 0.01%
3,163
-368
-10% -$33.4K
GWW icon
463
W.W. Grainger
GWW
$64.2B
$280K 0.01%
266
+8
+3% +$9.02K
EXR icon
464
Extra Space Storage
EXR
$32.7B
$276K 0.01%
1,844
-396
-18% -$64.9K
ECL icon
465
Ecolab
ECL
$79.1B
$276K 0.01%
+1,177
New +$293K
RHI icon
466
Robert Half
RHI
$4.15B
$274K 0.01%
+3,890
New +$277K
MGY icon
467
Magnolia Oil & Gas
MGY
$5.89B
$270K 0.01%
11,534
+1,129
+11% +$29.3K
HTGC icon
468
Hercules Capital
HTGC
$3.01B
$268K 0.01%
13,317
-2,100
-14% -$41K
KGC icon
469
Kinross Gold
KGC
$27.9B
$267K 0.01%
28,753
-795
-3% -$7.84K
CF icon
470
CF Industries
CF
$19.6B
$266K 0.01%
3,113
-2,350
-43% -$203K
IWN icon
471
iShares Russell 2000 Value ETF
IWN
$14.4B
$264K 0.01%
1,606
– –
KEY icon
472
KeyCorp
KEY
$24B
$260K 0.01%
15,146
-1,427
-9% -$25.6K
BLDR icon
473
Builders FirstSource
BLDR
$7.48B
$259K 0.01%
1,812
-502
-22% -$88.8K
TTEK icon
474
Tetra Tech
TTEK
$8.96B
$258K 0.01%
6,470
+10
+0.2% +$449
ASH icon
475
Ashland
ASH
$3.35B
$255K 0.01%
3,570
+451
+14% +$36.1K
17 18
19
20 21

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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
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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
HIMC
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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.