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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
+5.31%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.86B
AUM Growth
+$229M
Cap. Flow
+$28.9M
Cap. Flow %
1.56%
Top 10 Hldgs %
32.4%
Holding
487
New
49
Increased
223
Reduced
164
Closed
18

Top Buys

Rank Stock Value
1
GIS icon
General Mills
GIS
+$1.48M
2
GILD icon
Gilead Sciences
GILD
+$682K
3
KMB icon
Kimberly-Clark
KMB
+$489K
4
AMZN icon
Amazon
AMZN
+$466K
5
MRK icon
Merck
MRK
+$434K

Top Sells

Rank Stock Value
1
UPS icon
United Parcel Service
UPS
+$1.86M
2
GSK icon
GSK
GSK
+$1.59M
3
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.02M
4
AAPL icon
Apple
AAPL
+$809K
5
KO icon
Coca-Cola
KO
+$748K

Sector Composition

Rank Sector Weight
1 Technology 8.05%
2 Financials 5.18%
3 Healthcare 4.64%
4 Consumer Discretionary 3.81%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HD icon
26
Home Depot
HD
$332B
$5.64M 0.3%
21,254
+656
+3% +$180K
KLAC icon
27
KLA
KLAC
$236B
$5.58M 0.3%
215,550
+9,260
+4% +$216K
PEP icon
28
PepsiCo
PEP
$191B
$5.45M 0.29%
36,778
-470
-1% -$66.8K
NKE icon
29
Nike
NKE
$62.7B
$4.69M 0.25%
33,174
+136
+0.4% +$18K
AVGO icon
30
Broadcom
AVGO
$1.85T
$4.62M 0.25%
105,610
+2,500
+2% +$97.5K
INTC icon
31
Intel
INTC
$460B
$4.58M 0.25%
92,025
-1,355
-1% -$66.2K
WMT icon
32
Walmart Inc
WMT
$884B
$4.56M 0.25%
94,914
+3,648
+4% +$177K
TJX icon
33
TJX Companies
TJX
$176B
$4.45M 0.24%
65,162
-3,260
-5% -$198K
PYPL icon
34
PayPal
PYPL
$49.3B
$4.4M 0.24%
18,798
-141
-0.7% -$29.2K
BRK.B icon
35
Berkshire Hathaway Class B
BRK.B
$1.1T
$4.4M 0.24%
18,985
-266
-1% -$58.6K
AMGN icon
36
Amgen
AMGN
$209B
$4.39M 0.24%
19,101
+868
+5% +$200K
T icon
37
AT&T
T
$159B
$4.35M 0.23%
200,387
-3,068
-2% -$66.2K
KO icon
38
Coca-Cola
KO
$381B
$4.28M 0.23%
78,007
-14,462
-16% -$748K
CVX icon
39
Chevron
CVX
$383B
$4.26M 0.23%
50,465
-4,906
-9% -$397K
IVV icon
40
iShares Core S&P 500 ETF
IVV
$872B
$4.12M 0.22%
10,983
+695
+7% +$247K
ADBE icon
41
Adobe
ADBE
$98.5B
$3.99M 0.22%
7,981
+410
+5% +$198K
PM icon
42
Philip Morris
PM
$299B
$3.89M 0.21%
46,960
-63
-0.1% -$4.9K
LLY icon
43
Eli Lilly
LLY
$1.03T
$3.88M 0.21%
23,011
+257
+1% +$38.4K
EFA icon
44
iShares MSCI EAFE ETF
EFA
$78.5B
$3.87M 0.21%
53,104
-291
-0.5% -$19.9K
ORCL icon
45
Oracle
ORCL
$367B
$3.76M 0.2%
58,151
+1,716
+3% +$102K
PG icon
46
Procter & Gamble
PG
$335B
$3.73M 0.2%
26,833
-737
-3% -$103K
IBM icon
47
IBM
IBM
$209B
$3.71M 0.2%
30,856
+43
+0.1% +$4.97K
COST icon
48
Costco
COST
$423B
$3.54M 0.19%
9,394
+252
+3% +$94.2K
FISV
49
Fiserv Inc
FISV
$28.8B
$3.44M 0.19%
30,176
+943
+3% +$102K
CRM icon
50
Salesforce
CRM
$148B
$3.38M 0.18%
15,198
+191
+1% +$46.4K
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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HIMC
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FCH
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Fulton Bank's Q4 2020 Portfolio in Review

As of Q4 2020, Fulton Bank held 487 positions worth $1.86B, up 14% from $1.63B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Fulton Bank's Q4 2020 filing shows 49 new, 223 increased, 164 reduced and 18 closed positions. Its largest new stake was General Mills: 24,470 shares worth $1.44M. The largest sale was United Parcel Service, an estimated $1.86M.

By sector, the portfolio is most concentrated in Technology at 8% of assets, down from 8.2% a quarter earlier, followed by Financials and Healthcare.

  • Fulton Bank's largest Q4 2020 buy was General Mills: 24,470 shares worth $1.44M.
  • Fulton Bank added most to Gilead Sciences in Q4 2020, an estimated $682K increase.
  • Fulton Bank's biggest Q4 2020 reduction was United Parcel Service, cutting an estimated $1.86M.
  • Fulton Bank fully exited Immunomedics Inc in Q4 2020, selling an estimated $509K.
  • Fulton Bank's ten largest holdings make up 32% of its $1.86B portfolio in Q4 2020.
  • Fulton Bank opened 49 new positions and closed 18 in Q4 2020.
  • Fulton Bank's portfolio value rose 14% quarter-over-quarter to $1.86B.

Based on Fulton Bank's 13F filing for Q4 2020, filed 7 Jan 2021.