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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
+3.47%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.91B
AUM Growth
+$129M
Cap. Flow
+$33.4M
Cap. Flow %
1.75%
Top 10 Hldgs %
30.01%
Holding
579
New
56
Increased
247
Reduced
219
Closed
21

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.76M
2
FULT icon
Fulton Financial
FULT
+$1.81M
3
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.36M
4
ETR icon
Entergy
ETR
+$1.28M
5
SNY icon
Sanofi
SNY
+$1.22M

Top Sells

Rank Stock Value
1
GILD icon
Gilead Sciences
GILD
+$2.47M
2
JPM icon
JPMorgan Chase
JPM
+$1.63M
3
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.52M
4
VOD icon
Vodafone
VOD
+$1.46M
5
MRK icon
Merck
MRK
+$1.44M

Sector Composition

Rank Sector Weight
1 Technology 9.44%
2 Financials 5.72%
3 Healthcare 5.22%
4 Consumer Discretionary 3.77%
5 Communication Services 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JPM icon
26
JPMorgan Chase
JPM
$939B
$6.35M 0.33%
48,745
-11,886
-20% -$1.63M
UNH icon
27
UnitedHealth
UNH
$382B
$5.81M 0.3%
12,297
+12
+0.1% +$5.79K
CVX icon
28
Chevron
CVX
$388B
$5.65M 0.3%
34,650
+1,620
+5% +$272K
HD icon
29
Home Depot
HD
$332B
$5.59M 0.29%
18,942
-298
-2% -$91.4K
COLD icon
30
Americold
COLD
$4.09B
$5.58M 0.29%
196,274
-4,082
-2% -$122K
INTC icon
31
Intel
INTC
$466B
$5.38M 0.28%
164,526
+4,714
+3% +$134K
DIS icon
32
Walt Disney
DIS
$165B
$5.14M 0.27%
51,337
-706
-1% -$71.2K
FISV
33
Fiserv Inc
FISV
$27.2B
$4.82M 0.25%
42,657
-542
-1% -$59.6K
KO icon
34
Coca-Cola
KO
$354B
$4.73M 0.25%
76,294
+16,151
+27% +$978K
TGT icon
35
Target
TGT
$62.1B
$4.68M 0.25%
28,277
-1,096
-4% -$180K
IBM icon
36
IBM
IBM
$202B
$4.67M 0.24%
35,611
+1,332
+4% +$178K
TMO icon
37
Thermo Fisher Scientific
TMO
$211B
$4.49M 0.24%
7,786
+20
+0.3% +$11.3K
NKE icon
38
Nike
NKE
$61.9B
$4.37M 0.23%
35,606
+74
+0.2% +$9.1K
URI icon
39
United Rentals
URI
$71.1B
$4.31M 0.23%
10,895
-54
-0.5% -$22.7K
PM icon
40
Philip Morris
PM
$301B
$4.3M 0.23%
44,203
-140
-0.3% -$14K
DRI icon
41
Darden Restaurants
DRI
$22.5B
$4.27M 0.22%
27,498
-1,286
-4% -$190K
SOXX icon
42
iShares Semiconductor ETF
SOXX
$44.2B
$4.25M 0.22%
28,668
-1,224
-4% -$167K
DUK icon
43
Duke Energy
DUK
$102B
$4.22M 0.22%
43,701
-72
-0.2% -$7.11K
HPQ icon
44
HP
HPQ
$23.5B
$4.21M 0.22%
143,576
+1,422
+1% +$40.8K
PG icon
45
Procter & Gamble
PG
$343B
$4.16M 0.22%
27,994
+1,086
+4% +$155K
XOM icon
46
ExxonMobil
XOM
$651B
$4.03M 0.21%
36,753
-2,191
-6% -$242K
TJX icon
47
TJX Companies
TJX
$170B
$3.97M 0.21%
50,666
-1,525
-3% -$120K
LLY icon
48
Eli Lilly
LLY
$1.07T
$3.92M 0.21%
11,422
+219
+2% +$73.9K
COP icon
49
ConocoPhillips
COP
$147B
$3.89M 0.2%
39,231
-1,832
-4% -$200K
TSLA icon
50
Tesla
TSLA
$1.24T
$3.88M 0.2%
18,721
+496
+3% +$86.5K
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 Q1 2023 Portfolio in Review

As of Q1 2023, Fulton Bank held 579 positions worth $1.91B, up 7.3% from $1.78B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Fulton Bank's Q1 2023 filing shows 56 new, 247 increased, 219 reduced and 21 closed positions. Its largest new stake was Entergy: 24,064 shares worth $1.3M. The largest sale was Gilead Sciences, an estimated $2.47M.

By sector, the portfolio is most concentrated in Technology at 9.4% of assets, up from 8.2% a quarter earlier, followed by Financials and Healthcare.

  • Fulton Bank's largest Q1 2023 buy was Entergy: 24,064 shares worth $1.3M.
  • Fulton Bank added most to iShares Core S&P 500 ETF in Q1 2023, an estimated $2.76M increase.
  • Fulton Bank's biggest Q1 2023 reduction was Gilead Sciences, cutting an estimated $2.47M.
  • Fulton Bank fully exited Vodafone in Q1 2023, selling an estimated $1.46M.
  • Fulton Bank's ten largest holdings make up 30% of its $1.91B portfolio in Q1 2023.
  • Fulton Bank opened 56 new positions and closed 21 in Q1 2023.
  • Fulton Bank's portfolio value rose 7.3% quarter-over-quarter to $1.91B.

Based on Fulton Bank's 13F filing for Q1 2023, filed 6 Apr 2023.