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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
+3.58%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.61B
AUM Growth
+$133M
Cap. Flow
+$30.5M
Cap. Flow %
1.9%
Top 10 Hldgs %
29.82%
Holding
456
New
33
Increased
216
Reduced
159
Closed
22

Top Buys

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$1.52M
2
TFC icon
Truist Financial
TFC
+$978K
3
BMY icon
Bristol-Myers Squibb
BMY
+$908K
4
AMZN icon
Amazon
AMZN
+$758K
5
PNC icon
PNC Financial Services
PNC
+$734K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$5.23M
2
CELG
Celgene Corp
CELG
+$1.7M
3
UPS icon
United Parcel Service
UPS
+$1.16M
4
STI
SunTrust Banks, Inc.
STI
+$1.12M
5
TTE icon
TotalEnergies
TTE
+$937K

Sector Composition

Rank Sector Weight
1 Financials 6.46%
2 Technology 6.25%
3 Healthcare 4.6%
4 Communication Services 3.47%
5 Consumer Discretionary 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCD icon
26
McDonald's
MCD
$188B
$5.21M 0.32%
26,345
-20
-0.1% -$3.97K
GOOG icon
27
Alphabet (Google) Class C
GOOG
$3.9T
$5M 0.31%
74,740
+4,060
+6% +$262K
BRK.B icon
28
Berkshire Hathaway Class B
BRK.B
$1.07T
$4.82M 0.3%
21,296
-274
-1% -$59.5K
PG icon
29
Procter & Gamble
PG
$343B
$4.74M 0.29%
37,944
-1,636
-4% -$200K
IWB icon
30
iShares Russell 1000 ETF
IWB
$47.7B
$4.61M 0.29%
25,855
-2,958
-10% -$505K
CSCO icon
31
Cisco
CSCO
$450B
$4.51M 0.28%
94,043
+7,436
+9% +$346K
BA icon
32
Boeing
BA
$165B
$4.35M 0.27%
13,354
+185
+1% +$65.5K
GILD icon
33
Gilead Sciences
GILD
$161B
$4.35M 0.27%
66,909
+85
+0.1% +$5.54K
AMGN icon
34
Amgen
AMGN
$203B
$4.13M 0.26%
17,144
+3,099
+22% +$683K
DUK icon
35
Duke Energy
DUK
$102B
$4.08M 0.25%
44,764
-6
-0% -$550
HD icon
36
Home Depot
HD
$332B
$4.05M 0.25%
18,525
+442
+2% +$100K
EEM icon
37
iShares MSCI Emerging Markets ETF
EEM
$28B
$3.95M 0.25%
88,104
-4,089
-4% -$176K
MA icon
38
Mastercard
MA
$477B
$3.72M 0.23%
12,468
+2,146
+21% +$605K
NKE icon
39
Nike
NKE
$61.9B
$3.68M 0.23%
36,289
-78
-0.2% -$7.35K
MRK icon
40
Merck
MRK
$324B
$3.65M 0.23%
42,044
+231
+0.6% +$19K
WMT icon
41
Walmart Inc
WMT
$871B
$3.6M 0.22%
90,741
+4,287
+5% +$170K
IVV icon
42
iShares Core S&P 500 ETF
IVV
$876B
$3.52M 0.22%
10,893
+93
+0.9% +$28.8K
PNC icon
43
PNC Financial Services
PNC
$100B
$3.51M 0.22%
21,997
+4,886
+29% +$734K
HON icon
44
Honeywell
HON
$77.1B
$3.5M 0.22%
21,000
-1
-0% -$163
GSK icon
45
GSK
GSK
$103B
$3.46M 0.21%
58,869
+4,322
+8% +$240K
PM icon
46
Philip Morris
PM
$301B
$3.45M 0.21%
40,583
-1,195
-3% -$98.5K
CMI icon
47
Cummins
CMI
$91.7B
$3.31M 0.21%
18,515
+1,475
+9% +$260K
AVGO icon
48
Broadcom
AVGO
$1.82T
$3.31M 0.21%
104,800
+4,510
+4% +$137K
MO icon
49
Altria Group
MO
$122B
$3.3M 0.21%
66,107
-7,347
-10% -$347K
IBM icon
50
IBM
IBM
$202B
$3.26M 0.2%
25,461
+3,205
+14% +$417K
1
2
3 4 5

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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
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 Q4 2019 Portfolio in Review

As of Q4 2019, Fulton Bank held 456 positions worth $1.61B, up 9% from $1.48B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Fulton Bank's Q4 2019 filing shows 33 new, 216 increased, 159 reduced and 22 closed positions. Its largest new stake was Micron Technology: 7,324 shares worth $394K. The largest sale was Apple, an estimated $5.23M.

By sector, the portfolio is most concentrated in Financials at 6.5% of assets, up from 6.3% a quarter earlier, followed by Technology and Healthcare.

  • Fulton Bank's largest Q4 2019 buy was Micron Technology: 7,324 shares worth $394K.
  • Fulton Bank added most to Pfizer in Q4 2019, an estimated $1.52M increase.
  • Fulton Bank's biggest Q4 2019 reduction was Apple, cutting an estimated $5.23M.
  • Fulton Bank fully exited Celgene Corp in Q4 2019, selling an estimated $1.7M.
  • Fulton Bank's ten largest holdings make up 30% of its $1.61B portfolio in Q4 2019.
  • Fulton Bank opened 33 new positions and closed 22 in Q4 2019.
  • Fulton Bank's portfolio value rose 9% quarter-over-quarter to $1.61B.

Based on Fulton Bank's 13F filing for Q4 2019, filed 24 Jan 2020.