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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
-1.29%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.48B
AUM Growth
-$117M
Cap. Flow
-$21.8M
Cap. Flow %
-0.88%
Top 10 Hldgs %
31.23%
Holding
694
New
29
Increased
211
Reduced
332
Closed
55

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.54M
2
AMZN icon
Amazon
AMZN
+$1.44M
3
FLEX icon
Flex
FLEX
+$1.23M
4
AMAT icon
Applied Materials
AMAT
+$1.19M
5
TSLA icon
Tesla
TSLA
+$938K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$2.41M
2
AVGO icon
Broadcom
AVGO
+$1.54M
3
AAPL icon
Apple
AAPL
+$1.51M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.16M
5
DE icon
Deere & Co
DE
+$1.06M

Sector Composition

Rank Sector Weight
1 Technology 10.68%
2 Financials 6.51%
3 Healthcare 4.15%
4 Consumer Discretionary 4.1%
5 Communication Services 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VSLU icon
26
Applied Finance Valuation Large Cap ETF
VSLU
$543M
$8.34M 0.34%
238,091
+10,471
+5% +$385K
VZ icon
27
Verizon
VZ
$194B
$7.59M 0.31%
167,406
+884
+0.5% +$36.8K
JNJ icon
28
Johnson & Johnson
JNJ
$635B
$7.51M 0.3%
45,266
-2,284
-5% -$357K
TSLA icon
29
Tesla
TSLA
$1.24T
$7.43M 0.3%
28,680
+2,815
+11% +$938K
COST icon
30
Costco
COST
$415B
$7.39M 0.3%
7,810
-133
-2% -$130K
IBM icon
31
IBM
IBM
$202B
$7.2M 0.29%
28,950
-1,727
-6% -$422K
IWR icon
32
iShares Russell Mid-Cap ETF
IWR
$56.8B
$6.99M 0.28%
82,131
– –
XOM icon
33
ExxonMobil
XOM
$651B
$6.8M 0.27%
57,162
+2,187
+4% +$242K
KO icon
34
Coca-Cola
KO
$354B
$6.37M 0.26%
88,889
+8,284
+10% +$553K
ORCL icon
35
Oracle
ORCL
$331B
$6.3M 0.25%
45,068
-1,672
-4% -$272K
MRK icon
36
Merck
MRK
$324B
$6.19M 0.25%
69,002
-2,422
-3% -$226K
PM icon
37
Philip Morris
PM
$301B
$6.05M 0.24%
38,094
-1,414
-4% -$200K
ADBE icon
38
Adobe
ADBE
$89.5B
$5.96M 0.24%
15,534
-646
-4% -$277K
BAC icon
39
Bank of America
BAC
$435B
$5.72M 0.23%
137,144
-11,831
-8% -$527K
URI icon
40
United Rentals
URI
$71.1B
$5.67M 0.23%
9,050
-134
-1% -$92.1K
AMGN icon
41
Amgen
AMGN
$203B
$5.49M 0.22%
17,611
-229
-1% -$67.6K
ROP icon
42
Roper Technologies
ROP
$36.3B
$5.42M 0.22%
9,192
+101
+1% +$56.7K
APH icon
43
Amphenol
APH
$188B
$5.36M 0.22%
81,685
-2,610
-3% -$178K
UNH icon
44
UnitedHealth
UNH
$382B
$5.35M 0.22%
10,224
-595
-5% -$304K
SOXX icon
45
iShares Semiconductor ETF
SOXX
$44.2B
$5.33M 0.22%
28,350
-3,412
-11% -$729K
TJX icon
46
TJX Companies
TJX
$170B
$5.03M 0.2%
41,318
-1,327
-3% -$161K
WMT icon
47
Walmart Inc
WMT
$871B
$4.91M 0.2%
55,929
-1,939
-3% -$182K
DIS icon
48
Walt Disney
DIS
$165B
$4.69M 0.19%
47,519
-4,987
-9% -$536K
DRI icon
49
Darden Restaurants
DRI
$22.5B
$4.69M 0.19%
22,565
-1,612
-7% -$311K
PG icon
50
Procter & Gamble
PG
$343B
$4.64M 0.19%
27,225
-405
-1% -$67.8K
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 2025 Portfolio in Review

As of Q1 2025, Fulton Bank held 694 positions worth $2.48B, down 4.5% from $2.59B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q1 2025 filing shows 29 new, 211 increased, 332 reduced and 55 closed positions. Its largest new stake was iShares MSCI ACWI ETF: 6,372 shares worth $742K. The largest sale was NVIDIA, an estimated $2.41M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, down from 12% a quarter earlier, followed by Financials and Healthcare.

  • Fulton Bank's largest Q1 2025 buy was iShares MSCI ACWI ETF: 6,372 shares worth $742K.
  • Fulton Bank added most to Vanguard S&P 500 ETF in Q1 2025, an estimated $2.54M increase.
  • Fulton Bank's biggest Q1 2025 reduction was NVIDIA, cutting an estimated $2.41M.
  • Fulton Bank fully exited Delta Air Lines in Q1 2025, selling an estimated $382K.
  • Fulton Bank's ten largest holdings make up 31% of its $2.48B portfolio in Q1 2025.
  • Fulton Bank opened 29 new positions and closed 55 in Q1 2025.
  • Fulton Bank's portfolio value fell 4.5% quarter-over-quarter to $2.48B.

Based on Fulton Bank's 13F filing for Q1 2025, filed 9 Apr 2025.