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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
+2.7%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.52B
AUM Growth
+$78.6M
Cap. Flow
+$13.3M
Cap. Flow %
0.87%
Top 10 Hldgs %
29.26%
Holding
489
New
48
Increased
184
Reduced
185
Closed
36

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$1.75M
2
AMZN icon
Amazon
AMZN
+$1.44M
3
ABBV icon
AbbVie
ABBV
+$1.41M
4
BA icon
Boeing
BA
+$1.36M
5
FULT icon
Fulton Financial
FULT
+$1.16M

Top Sells

Rank Stock Value
1
AET
Aetna Inc
AET
+$2.51M
2
TJX icon
TJX Companies
TJX
+$1.5M
3
SNY icon
Sanofi
SNY
+$1.32M
4
DIS icon
Walt Disney
DIS
+$1.29M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$997K

Sector Composition

Rank Sector Weight
1 Financials 6.4%
2 Technology 6%
3 Healthcare 4.52%
4 Communication Services 3.11%
5 Consumer Discretionary 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CSCO icon
26
Cisco
CSCO
$450B
$4.45M 0.29%
91,525
-15,931
-15% -$717K
MCD icon
27
McDonald's
MCD
$188B
$4.38M 0.29%
26,180
-72
-0.3% -$11.5K
HD icon
28
Home Depot
HD
$332B
$4.2M 0.28%
20,291
+647
+3% +$130K
PG icon
29
Procter & Gamble
PG
$343B
$4.19M 0.28%
50,371
-2,542
-5% -$208K
PFE icon
30
Pfizer
PFE
$140B
$4.1M 0.27%
98,036
+13,111
+15% +$505K
GOOG icon
31
Alphabet (Google) Class C
GOOG
$3.9T
$4.03M 0.26%
67,480
+260
+0.4% +$15.6K
IWR icon
32
iShares Russell Mid-Cap ETF
IWR
$56.8B
$4.02M 0.26%
72,860
-8,604
-11% -$472K
MMM icon
33
3M
MMM
$89B
$3.96M 0.26%
22,449
+1,850
+9% +$319K
GILD icon
34
Gilead Sciences
GILD
$161B
$3.89M 0.26%
50,394
-6,828
-12% -$516K
EFA icon
35
iShares MSCI EAFE ETF
EFA
$76.4B
$3.87M 0.25%
56,930
+9,614
+20% +$649K
HON icon
36
Honeywell
HON
$77B
$3.71M 0.24%
24,659
+3,812
+18% +$540K
PM icon
37
Philip Morris
PM
$301B
$3.67M 0.24%
45,075
+184
+0.4% +$15.1K
DUK icon
38
Duke Energy
DUK
$102B
$3.65M 0.24%
45,546
+4,246
+10% +$343K
MRK icon
39
Merck
MRK
$324B
$3.62M 0.24%
53,405
+89
+0.2% +$5.67K
WMT icon
40
Walmart Inc
WMT
$871B
$3.49M 0.23%
111,624
+6,402
+6% +$196K
NKE icon
41
Nike
NKE
$61.9B
$3.43M 0.23%
40,524
-10,730
-21% -$862K
DIS icon
42
Walt Disney
DIS
$165B
$3.3M 0.22%
28,237
-11,633
-29% -$1.29M
BP icon
43
BP
BP
$113B
$3.28M 0.22%
74,612
+6,751
+10% +$282K
IBM icon
44
IBM
IBM
$202B
$3.21M 0.21%
22,186
-4,645
-17% -$649K
CRM icon
45
Salesforce
CRM
$134B
$2.97M 0.2%
18,674
+5,700
+44% +$846K
PYPL icon
46
PayPal
PYPL
$49.5B
$2.9M 0.19%
33,025
+9,800
+42% +$863K
SIGI icon
47
Selective Insurance
SIGI
$5.77B
$2.88M 0.19%
45,295
– –
AMGN icon
48
Amgen
AMGN
$203B
$2.83M 0.19%
13,649
-203
-1% -$40K
CVS icon
49
CVS Health
CVS
$137B
$2.79M 0.18%
35,420
+160
+0.5% +$11.4K
CELG
50
DELISTED
Celgene Corp
CELG
$2.74M 0.18%
30,669
-1,744
-5% -$154K
1
2
3 4 5

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MWM
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AFG
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NMERB
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Fulton Bank's Q3 2018 Portfolio in Review

As of Q3 2018, Fulton Bank held 489 positions worth $1.52B, up 5.4% from $1.44B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Fulton Bank's Q3 2018 filing shows 48 new, 184 increased, 185 reduced and 36 closed positions. Its largest new stake was iShares Core MSCI EAFE ETF: 16,319 shares worth $1.05M. The largest sale was Aetna Inc, an estimated $2.51M.

By sector, the portfolio is most concentrated in Financials at 6.4% of assets, up from 6.3% a quarter earlier, followed by Technology and Healthcare.

  • Fulton Bank's largest Q3 2018 buy was iShares Core MSCI EAFE ETF: 16,319 shares worth $1.05M.
  • Fulton Bank added most to NVIDIA in Q3 2018, an estimated $1.75M increase.
  • Fulton Bank's biggest Q3 2018 reduction was Aetna Inc, cutting an estimated $2.51M.
  • Fulton Bank fully exited Vanguard S&P 500 ETF in Q3 2018, selling an estimated $586K.
  • Fulton Bank's ten largest holdings make up 29% of its $1.52B portfolio in Q3 2018.
  • Fulton Bank opened 48 new positions and closed 36 in Q3 2018.
  • Fulton Bank's portfolio value rose 5.4% quarter-over-quarter to $1.52B.

Based on Fulton Bank's 13F filing for Q3 2018, filed 3 Oct 2018.