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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
BA icon
451
Boeing
BA
$169B
$278K 0.01%
1,629
-838
-34% -$145K
VRTX icon
452
Vertex Pharmaceuticals
VRTX
$123B
$278K 0.01%
573
-180
-24% -$83.9K
WST icon
453
West Pharmaceutical
WST
$23.7B
$273K 0.01%
1,221
+72
+6% +$19.8K
LDOS icon
454
Leidos
LDOS
$14.4B
$273K 0.01%
2,024
-822
-29% -$115K
DT
455
DELISTED
DEUTSCHE TELEKOM AG ADS (1ORD)
DT
$270K 0.01%
+7,300
New +$270K
TYL icon
456
Tyler Technologies
TYL
$13.7B
$270K 0.01%
464
-141
-23% -$83.7K
CNQ icon
457
Canadian Natural Resources
CNQ
$96.9B
$269K 0.01%
8,739
-2,096
-19% -$63.5K
GEV icon
458
GE Vernova
GEV
$240B
$266K 0.01%
871
-367
-30% -$128K
GWW icon
459
W.W. Grainger
GWW
$64.2B
$266K 0.01%
269
+3
+1% +$3.1K
CDNS icon
460
Cadence Design Systems
CDNS
$91.6B
$262K 0.01%
1,030
-39
-4% -$10.8K
OZ icon
461
Belpointe PREP
OZ
$175M
$262K 0.01%
4,060
– –
WTFC icon
462
Wintrust Financial
WTFC
$10.7B
$261K 0.01%
+2,318
New +$286K
EFAV icon
463
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.35B
$258K 0.01%
3,305
– –
SPYM
464
State Street SPDR Portfolio S&P 500 ETF
SPYM
$157B
$257K 0.01%
3,909
-1,096
-22% -$75.8K
CVE icon
465
Cenovus Energy
CVE
$54.2B
$256K 0.01%
18,392
-5,270
-22% -$75.9K
TW icon
466
Tradeweb Markets
TW
$23B
$256K 0.01%
+1,723
New +$229K
UAL icon
467
United Airlines
UAL
$38.8B
$254K 0.01%
3,685
-947
-20% -$89.4K
SW
468
Smurfit Westrock
SW
$25.3B
$252K 0.01%
5,587
-1,318
-19% -$66.8K
GATX icon
469
GATX Corp
GATX
$6.45B
$250K 0.01%
1,613
-16
-1% -$2.55K
NRG icon
470
NRG Energy
NRG
$26.2B
$250K 0.01%
+2,623
New +$265K
VXF icon
471
Vanguard Extended Market ETF
VXF
$30B
$248K 0.01%
+1,441
New +$273K
HTGC icon
472
Hercules Capital
HTGC
$2.99B
$246K 0.01%
12,817
-500
-4% -$10.1K
CASY icon
473
Casey's General Stores
CASY
$32.1B
$244K 0.01%
+563
New +$231K
IWN icon
474
iShares Russell 2000 Value ETF
IWN
$14.3B
$242K 0.01%
1,606
– –
CP icon
475
Canadian Pacific Kansas City
CP
$81B
$241K 0.01%
3,437
+502
+17% +$38.2K
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
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
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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.