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
-0.54%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.43B
AUM Growth
+$13M
Cap. Flow
+$29.7M
Cap. Flow %
2.08%
Top 10 Hldgs %
32.05%
Holding
458
New
23
Increased
170
Reduced
208
Closed
24

Top Buys

Rank Stock Value
1
SIGI icon
Selective Insurance
SIGI
+$2.67M
2
NVDA icon
NVIDIA
NVDA
+$2.24M
3
WMT icon
Walmart Inc
WMT
+$1.25M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$656K
5
GILD icon
Gilead Sciences
GILD
+$633K

Top Sells

Rank Stock Value
1
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.53M
2
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.31M
3
ABBV icon
AbbVie
ABBV
+$1.19M
4
MSFT icon
Microsoft
MSFT
+$1.04M
5
GE icon
GE Aerospace
GE
+$829K

Sector Composition

Rank Sector Weight
1 Financials 6.55%
2 Technology 5.6%
3 Healthcare 4.25%
4 Communication Services 3.5%
5 Consumer Staples 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GILD icon
26
Gilead Sciences
GILD
$161B
$4.31M 0.3%
57,180
+7,961
+16% +$633K
DIS icon
27
Walt Disney
DIS
$165B
$4.23M 0.3%
42,138
+910
+2% +$96.7K
MCD icon
28
McDonald's
MCD
$188B
$4.2M 0.29%
26,852
-4,452
-14% -$732K
IWR icon
29
iShares Russell Mid-Cap ETF
IWR
$56.8B
$4.18M 0.29%
81,052
-15,304
-16% -$806K
IBM icon
30
IBM
IBM
$202B
$3.98M 0.28%
27,118
+4
+0% +$605
MMM icon
31
3M
MMM
$89B
$3.94M 0.28%
21,437
-347
-2% -$68.8K
BAC icon
32
Bank of America
BAC
$435B
$3.88M 0.27%
129,559
+14,993
+13% +$471K
PM icon
33
Philip Morris
PM
$301B
$3.84M 0.27%
38,622
-4,290
-10% -$447K
HD icon
34
Home Depot
HD
$332B
$3.74M 0.26%
21,003
-3,581
-15% -$672K
GOOG icon
35
Alphabet (Google) Class C
GOOG
$3.9T
$3.63M 0.25%
70,420
+3,280
+5% +$181K
NKE icon
36
Nike
NKE
$61.9B
$3.55M 0.25%
53,483
-4,501
-8% -$297K
BA icon
37
Boeing
BA
$165B
$3.39M 0.24%
10,349
+1,262
+14% +$426K
BCE icon
38
BCE
BCE
$19.9B
$3.38M 0.24%
78,491
-3,077
-4% -$138K
VOD icon
39
Vodafone
VOD
$34.9B
$3.33M 0.23%
119,868
-13,723
-10% -$409K
EFA icon
40
iShares MSCI EAFE ETF
EFA
$76.4B
$3.28M 0.23%
47,030
+3,579
+8% +$255K
AET
41
DELISTED
Aetna Inc
AET
$3.18M 0.22%
18,818
-538
-3% -$96.7K
BKNG icon
42
Booking.com
BKNG
$138B
$3.02M 0.21%
36,300
-1,050
-3% -$82.5K
WMT icon
43
Walmart Inc
WMT
$871B
$3.02M 0.21%
101,751
+38,880
+62% +$1.25M
NVDA icon
44
NVIDIA
NVDA
$5.01T
$3.02M 0.21%
520,680
+381,920
+275% +$2.24M
DUK icon
45
Duke Energy
DUK
$102B
$2.93M 0.21%
37,809
-1,180
-3% -$91.2K
HON icon
46
Honeywell
HON
$77.1B
$2.86M 0.2%
21,880
+998
+5% +$138K
SIGI icon
47
Selective Insurance
SIGI
$5.74B
$2.75M 0.19%
+45,295
New +$2.67M
D icon
48
Dominion Energy
D
$62.5B
$2.74M 0.19%
40,588
-1,486
-4% -$110K
CELG
49
DELISTED
Celgene Corp
CELG
$2.73M 0.19%
30,579
+4,451
+17% +$427K
CCI icon
50
Crown Castle
CCI
$32.7B
$2.71M 0.19%
24,761
-764
-3% -$82.9K
1
2
3 4 5

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 Q1 2018 Portfolio in Review

As of Q1 2018, Fulton Bank held 458 positions worth $1.43B, up 0.92% from $1.42B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Fulton Bank's Q1 2018 filing shows 23 new, 170 increased, 208 reduced and 24 closed positions. Its largest new stake was Selective Insurance: 45,295 shares worth $2.75M. The largest sale was iShares Russell 1000 Growth ETF, an estimated $2.53M.

By sector, the portfolio is most concentrated in Financials at 6.6% of assets, up from 6.2% a quarter earlier, followed by Technology and Healthcare.

  • Fulton Bank's largest Q1 2018 buy was Selective Insurance: 45,295 shares worth $2.75M.
  • Fulton Bank added most to NVIDIA in Q1 2018, an estimated $2.24M increase.
  • Fulton Bank's biggest Q1 2018 reduction was iShares Russell 1000 Growth ETF, cutting an estimated $2.53M.
  • Fulton Bank fully exited Huazhu Hotels Group in Q1 2018, selling an estimated $796K.
  • Fulton Bank's ten largest holdings make up 32% of its $1.43B portfolio in Q1 2018.
  • Fulton Bank opened 23 new positions and closed 24 in Q1 2018.
  • Fulton Bank's portfolio value rose 0.92% quarter-over-quarter to $1.43B.

Based on Fulton Bank's 13F filing for Q1 2018, filed 2 May 2018.