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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
+7.94%
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
+$263M
Cap. Flow
+$8.57M
Cap. Flow %
0.57%
Top 10 Hldgs %
30.92%
Holding
446
New
70
Increased
141
Reduced
187
Closed
24

Top Buys

Rank Stock Value
1
MRK icon
Merck
MRK
+$2.69M
2
MSFT icon
Microsoft
MSFT
+$2.48M
3
LLY icon
Eli Lilly
LLY
+$2.34M
4
ORCL icon
Oracle
ORCL
+$2.33M
5
UNH icon
UnitedHealth
UNH
+$2.08M

Top Sells

Rank Stock Value
1
GILD icon
Gilead Sciences
GILD
+$3.59M
2
AMAT icon
Applied Materials
AMAT
+$1.92M
3
SWKS icon
Skyworks Solutions
SWKS
+$1.81M
4
CMI icon
Cummins
CMI
+$1.77M
5
CTSH icon
Cognizant
CTSH
+$1.63M

Sector Composition

Rank Sector Weight
1 Technology 7.78%
2 Healthcare 5%
3 Financials 4.92%
4 Communication Services 3.8%
5 Consumer Discretionary 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNH icon
26
UnitedHealth
UNH
$382B
$4.71M 0.31%
15,965
+7,254
+83% +$2.08M
XOM icon
27
ExxonMobil
XOM
$651B
$4.65M 0.31%
104,062
-1,231
-1% -$55.2K
PEP icon
28
PepsiCo
PEP
$186B
$4.61M 0.3%
34,892
+14,427
+70% +$1.9M
NFLX icon
29
Netflix
NFLX
$292B
$4.54M 0.3%
99,870
+25,960
+35% +$1.1M
KO icon
30
Coca-Cola
KO
$354B
$4.31M 0.28%
96,461
-14,690
-13% -$677K
AMGN icon
31
Amgen
AMGN
$203B
$4.23M 0.28%
17,928
+591
+3% +$135K
DIS icon
32
Walt Disney
DIS
$165B
$4.16M 0.27%
37,292
+2,393
+7% +$264K
JPM icon
33
JPMorgan Chase
JPM
$939B
$3.87M 0.26%
41,172
-11,339
-22% -$1.08M
PG icon
34
Procter & Gamble
PG
$343B
$3.8M 0.25%
31,818
-401
-1% -$46.8K
EFA icon
35
iShares MSCI EAFE ETF
EFA
$76.4B
$3.75M 0.25%
61,542
-15,327
-20% -$886K
WMT icon
36
Walmart Inc
WMT
$871B
$3.73M 0.25%
93,498
-4,554
-5% -$187K
BRK.B icon
37
Berkshire Hathaway Class B
BRK.B
$1.07T
$3.57M 0.24%
20,007
-384
-2% -$70.1K
AVGO icon
38
Broadcom
AVGO
$1.82T
$3.56M 0.23%
112,890
+5,130
+5% +$144K
LLY icon
39
Eli Lilly
LLY
$1.07T
$3.55M 0.23%
21,606
+15,252
+240% +$2.34M
UPS icon
40
United Parcel Service
UPS
$97.6B
$3.54M 0.23%
31,869
+3,031
+11% +$303K
PYPL icon
41
PayPal
PYPL
$49.5B
$3.53M 0.23%
20,242
-4,878
-19% -$674K
TJX icon
42
TJX Companies
TJX
$170B
$3.42M 0.23%
67,641
-10,681
-14% -$536K
IBM icon
43
IBM
IBM
$202B
$3.41M 0.23%
29,541
+1,740
+6% +$202K
DUK icon
44
Duke Energy
DUK
$102B
$3.27M 0.22%
40,997
-178
-0.4% -$15K
IVV icon
45
iShares Core S&P 500 ETF
IVV
$876B
$3.19M 0.21%
10,318
+43
+0.4% +$12.6K
ADBE icon
46
Adobe
ADBE
$89.5B
$3.15M 0.21%
7,246
+5,553
+328% +$2.06M
NKE icon
47
Nike
NKE
$61.9B
$3.13M 0.21%
31,969
-1,032
-3% -$95.3K
ORCL icon
48
Oracle
ORCL
$331B
$3.12M 0.21%
56,390
+43,914
+352% +$2.33M
CRM icon
49
Salesforce
CRM
$134B
$3.1M 0.2%
16,538
-324
-2% -$54.6K
PM icon
50
Philip Morris
PM
$301B
$3.08M 0.2%
43,958
-2,299
-5% -$168K
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 Q2 2020 Portfolio in Review

As of Q2 2020, Fulton Bank held 446 positions worth $1.52B, up 21% from $1.25B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q2 2020 filing shows 70 new, 141 increased, 187 reduced and 24 closed positions. Its largest new stake was Boston Scientific: 40,308 shares worth $1.42M. The largest sale was Gilead Sciences, an estimated $3.59M.

By sector, the portfolio is most concentrated in Technology at 7.8% of assets, up from 6.9% a quarter earlier, followed by Healthcare and Financials.

  • Fulton Bank's largest Q2 2020 buy was Boston Scientific: 40,308 shares worth $1.42M.
  • Fulton Bank added most to Merck in Q2 2020, an estimated $2.69M increase.
  • Fulton Bank's biggest Q2 2020 reduction was Gilead Sciences, cutting an estimated $3.59M.
  • Fulton Bank fully exited Allergan plc in Q2 2020, selling an estimated $1.35M.
  • Fulton Bank's ten largest holdings make up 31% of its $1.52B portfolio in Q2 2020.
  • Fulton Bank opened 70 new positions and closed 24 in Q2 2020.
  • Fulton Bank's portfolio value rose 21% quarter-over-quarter to $1.52B.

Based on Fulton Bank's 13F filing for Q2 2020, filed 6 Jul 2020.