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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
-4.79%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.26B
AUM Growth
-$266M
Cap. Flow
-$34.1M
Cap. Flow %
-2.72%
Top 10 Hldgs %
29.29%
Holding
467
New
14
Increased
156
Reduced
216
Closed
56

Top Buys

Rank Stock Value
1
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.96M
2
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.93M
3
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.62M
4
CI icon
Cigna
CI
+$1.27M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.16M

Top Sells

Rank Stock Value
1
ESRX
Express Scripts Holding Company
ESRX
+$2.35M
2
PSA icon
Public Storage
PSA
+$1.91M
3
AET
Aetna Inc
AET
+$1.17M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.05M
5
AMZN icon
Amazon
AMZN
+$1.05M

Sector Composition

Rank Sector Weight
1 Financials 6.71%
2 Technology 5.54%
3 Healthcare 4.73%
4 Consumer Staples 3.22%
5 Communication Services 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INTC icon
26
Intel
INTC
$466B
$4.27M 0.34%
90,933
-3,728
-4% -$175K
TJX icon
27
TJX Companies
TJX
$170B
$4.17M 0.33%
93,178
-128
-0.1% -$6.47K
BA icon
28
Boeing
BA
$165B
$4M 0.32%
12,389
-1,310
-10% -$453K
CSCO icon
29
Cisco
CSCO
$450B
$3.96M 0.32%
91,506
-19
-0% -$869
DUK icon
30
Duke Energy
DUK
$102B
$3.92M 0.31%
45,432
-114
-0.3% -$9.7K
DIS icon
31
Walt Disney
DIS
$165B
$3.7M 0.29%
33,742
+5,505
+19% +$626K
WMT icon
32
Walmart Inc
WMT
$871B
$3.5M 0.28%
112,812
+1,188
+1% +$38.1K
BAC icon
33
Bank of America
BAC
$435B
$3.47M 0.28%
140,879
-12,625
-8% -$343K
MRK icon
34
Merck
MRK
$324B
$3.47M 0.28%
47,602
-5,803
-11% -$410K
HD icon
35
Home Depot
HD
$332B
$3.39M 0.27%
19,712
-579
-3% -$104K
PFE icon
36
Pfizer
PFE
$140B
$3.34M 0.27%
80,737
-17,299
-18% -$718K
GOOG icon
37
Alphabet (Google) Class C
GOOG
$3.9T
$3.33M 0.27%
64,320
-3,160
-5% -$169K
MMM icon
38
3M
MMM
$89B
$3.27M 0.26%
20,535
-1,914
-9% -$318K
PEP icon
39
PepsiCo
PEP
$186B
$2.95M 0.23%
26,670
+4,738
+22% +$534K
CCI icon
40
Crown Castle
CCI
$32.7B
$2.94M 0.23%
27,119
+5,000
+23% +$549K
PM icon
41
Philip Morris
PM
$301B
$2.94M 0.23%
44,077
-998
-2% -$83.4K
NKE icon
42
Nike
NKE
$61.9B
$2.88M 0.23%
38,778
-1,746
-4% -$131K
AVGO icon
43
Broadcom
AVGO
$1.82T
$2.83M 0.23%
111,380
+540
+0.5% +$12.7K
SIGI icon
44
Selective Insurance
SIGI
$5.74B
$2.76M 0.22%
45,295
– –
PYPL icon
45
PayPal
PYPL
$49.5B
$2.75M 0.22%
32,721
-304
-0.9% -$25.3K
HON icon
46
Honeywell
HON
$77.1B
$2.73M 0.22%
21,918
-2,741
-11% -$374K
D icon
47
Dominion Energy
D
$62.5B
$2.71M 0.22%
37,926
-1,002
-3% -$73.2K
UPS icon
48
United Parcel Service
UPS
$97.6B
$2.69M 0.21%
27,620
+6,254
+29% +$678K
BP icon
49
BP
BP
$113B
$2.69M 0.21%
73,203
-1,409
-2% -$56.3K
GILD icon
50
Gilead Sciences
GILD
$161B
$2.64M 0.21%
42,201
-8,193
-16% -$573K
1
2
3 4 5

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MWM
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AFG
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PCM
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FEG
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AIP
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NMERB
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HIMC
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Fulton Bank's Q4 2018 Portfolio in Review

As of Q4 2018, Fulton Bank held 467 positions worth $1.26B, down 17% from $1.52B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Fulton Bank's Q4 2018 filing shows 14 new, 156 increased, 216 reduced and 56 closed positions. Its largest new stake was Huntington Bancshares: 71,489 shares worth $852K. The largest sale was Express Scripts Holding Company, an estimated $2.35M.

By sector, the portfolio is most concentrated in Financials at 6.7% of assets, up from 6.4% a quarter earlier, followed by Technology and Healthcare.

  • Fulton Bank's largest Q4 2018 buy was Huntington Bancshares: 71,489 shares worth $852K.
  • Fulton Bank added most to iShares MSCI Emerging Markets ETF in Q4 2018, an estimated $2.96M increase.
  • Fulton Bank's biggest Q4 2018 reduction was Amazon, cutting an estimated $1.05M.
  • Fulton Bank fully exited Express Scripts Holding Company in Q4 2018, selling an estimated $2.35M.
  • Fulton Bank's ten largest holdings make up 29% of its $1.26B portfolio in Q4 2018.
  • Fulton Bank opened 14 new positions and closed 56 in Q4 2018.
  • Fulton Bank's portfolio value fell 17% quarter-over-quarter to $1.26B.

Based on Fulton Bank's 13F filing for Q4 2018, filed 3 Jan 2019.