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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
+1.3%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.48B
AUM Growth
+$52.3M
Cap. Flow
+$4.25M
Cap. Flow %
0.29%
Top 10 Hldgs %
29.32%
Holding
445
New
24
Increased
164
Reduced
192
Closed
21

Top Buys

Rank Stock Value
1
SIGI icon
Selective Insurance
SIGI
+$1.78M
2
AMZN icon
Amazon
AMZN
+$1.65M
3
ENB icon
Enbridge
ENB
+$861K
4
RF icon
Regions Financial
RF
+$789K
5
BA icon
Boeing
BA
+$766K

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$1.42M
2
GIS icon
General Mills
GIS
+$1.06M
3
JPM icon
JPMorgan Chase
JPM
+$1.03M
4
PG icon
Procter & Gamble
PG
+$929K
5
D icon
Dominion Energy
D
+$868K

Sector Composition

Rank Sector Weight
1 Financials 6.27%
2 Technology 5.65%
3 Healthcare 4.03%
4 Communication Services 3.29%
5 Consumer Staples 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EEM icon
26
iShares MSCI Emerging Markets ETF
EEM
$28.6B
$4.65M 0.31%
108,403
-1,514
-1% -$64.3K
BRK.B icon
27
Berkshire Hathaway Class B
BRK.B
$1.07T
$4.48M 0.3%
20,997
-189
-0.9% -$39.1K
JPM icon
28
JPMorgan Chase
JPM
$947B
$4.44M 0.3%
39,693
-9,380
-19% -$1.03M
INTC icon
29
Intel
INTC
$462B
$4.43M 0.3%
92,544
+1,739
+2% +$86.2K
WMT icon
30
Walmart Inc
WMT
$889B
$4.38M 0.3%
118,989
+3,816
+3% +$132K
BAC icon
31
Bank of America
BAC
$436B
$4.18M 0.28%
144,107
+410
+0.3% +$11.8K
NVDA icon
32
NVIDIA
NVDA
$4.76T
$3.93M 0.27%
957,520
+146,920
+18% +$609K
MO icon
33
Altria Group
MO
$122B
$3.92M 0.26%
82,686
+331
+0.4% +$17.3K
PM icon
34
Philip Morris
PM
$305B
$3.9M 0.26%
49,700
+1,169
+2% +$96.6K
DUK icon
35
Duke Energy
DUK
$100B
$3.9M 0.26%
44,190
+103
+0.2% +$9.1K
HD icon
36
Home Depot
HD
$335B
$3.83M 0.26%
18,414
-221
-1% -$44.1K
PEP icon
37
PepsiCo
PEP
$191B
$3.76M 0.25%
28,643
-1,159
-4% -$149K
GOOG icon
38
Alphabet (Google) Class C
GOOG
$3.99T
$3.72M 0.25%
68,820
+5,780
+9% +$333K
HON icon
39
Honeywell
HON
$77.9B
$3.41M 0.23%
20,703
-882
-4% -$140K
MRK icon
40
Merck
MRK
$323B
$3.39M 0.23%
42,327
-387
-0.9% -$29.6K
SO icon
41
Southern Company
SO
$109B
$3.31M 0.22%
59,796
-1,137
-2% -$60.9K
UPS icon
42
United Parcel Service
UPS
$96B
$3.29M 0.22%
31,868
-700
-2% -$72.8K
PFE icon
43
Pfizer
PFE
$141B
$3.22M 0.22%
78,332
+2,701
+4% +$107K
D icon
44
Dominion Energy
D
$61.8B
$3.2M 0.22%
41,342
-11,397
-22% -$868K
BP icon
45
BP
BP
$109B
$3.14M 0.21%
76,540
-1,667
-2% -$69.9K
NKE icon
46
Nike
NKE
$62.5B
$3.08M 0.21%
36,629
-1,840
-5% -$155K
MMM icon
47
3M
MMM
$91.9B
$3.06M 0.21%
21,127
+803
+4% +$124K
PYPL icon
48
PayPal
PYPL
$49.5B
$3.05M 0.21%
26,640
-4,666
-15% -$517K
BKNG icon
49
Booking.com
BKNG
$145B
$3.04M 0.21%
40,575
+8,375
+26% +$602K
KMB icon
50
Kimberly-Clark
KMB
$37B
$3.03M 0.2%
22,767
-864
-4% -$111K
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 Q2 2019 Portfolio in Review

As of Q2 2019, Fulton Bank held 445 positions worth $1.48B, up 3.7% from $1.43B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Fulton Bank's Q2 2019 filing shows 24 new, 164 increased, 192 reduced and 21 closed positions. Its largest new stake was Selective Insurance: 25,000 shares worth $1.87M. The largest sale was Microsoft, an estimated $1.42M.

By sector, the portfolio is most concentrated in Financials at 6.3% of assets, up from 6% a quarter earlier, followed by Technology and Healthcare.

  • Fulton Bank's largest Q2 2019 buy was Selective Insurance: 25,000 shares worth $1.87M.
  • Fulton Bank added most to Amazon in Q2 2019, an estimated $1.65M increase.
  • Fulton Bank's biggest Q2 2019 reduction was Microsoft, cutting an estimated $1.42M.
  • Fulton Bank fully exited SL Green Realty in Q2 2019, selling an estimated $280K.
  • Fulton Bank's ten largest holdings make up 29% of its $1.48B portfolio in Q2 2019.
  • Fulton Bank opened 24 new positions and closed 21 in Q2 2019.
  • Fulton Bank's portfolio value rose 3.7% quarter-over-quarter to $1.48B.

Based on Fulton Bank's 13F filing for Q2 2019, filed 3 Jul 2019.