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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
+1.83%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.47B
AUM Growth
+$32.1M
Cap. Flow
-$12.3M
Cap. Flow %
-0.5%
Top 10 Hldgs %
31.66%
Holding
657
New
43
Increased
263
Reduced
273
Closed
27

Top Buys

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.54M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.13M
3
META icon
Meta Platforms (Facebook)
META
+$2.05M
4
AMGN icon
Amgen
AMGN
+$1.73M
5
LLY icon
Eli Lilly
LLY
+$1.39M

Top Sells

Rank Stock Value
1
DELL icon
Dell
DELL
+$2.55M
2
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.43M
3
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.37M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.27M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.26M

Sector Composition

Rank Sector Weight
1 Technology 11.39%
2 Financials 5.99%
3 Healthcare 4.4%
4 Consumer Discretionary 3.86%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WDFC icon
476
WD-40
WDFC
$3.08B
$224K 0.01%
1,018
– –
HXL icon
477
Hexcel
HXL
$8.3B
$224K 0.01%
3,580
-202
-5% -$13.5K
IPGP icon
478
IPG Photonics
IPGP
$3.57B
$223K 0.01%
2,648
-124
-4% -$10.7K
WING icon
479
Wingstop
WING
$3.67B
$220K 0.01%
+521
New +$200K
LIN icon
480
Linde
LIN
$236B
$219K 0.01%
+498
New +$219K
AOS icon
481
A.O. Smith
AOS
$8.82B
$218K 0.01%
2,664
+124
+5% +$10.5K
BXP icon
482
Boston Properties
BXP
$11.2B
$217K 0.01%
3,528
-108
-3% -$6.6K
REXR icon
483
Rexford Industrial Realty
REXR
$8.64B
$215K 0.01%
4,814
+716
+17% +$32.2K
USMV icon
484
iShares MSCI USA Min Vol Factor ETF
USMV
$23.7B
$212K 0.01%
+2,524
New +$208K
VOT icon
485
Vanguard Mid-Cap Growth ETF
VOT
$19.1B
$208K 0.01%
+907
New +$208K
SNOW icon
486
Snowflake
SNOW
$93.7B
$208K 0.01%
1,538
+228
+17% +$33.7K
LHX icon
487
L3Harris
LHX
$56.9B
$207K 0.01%
+922
New +$199K
EXC icon
488
Exelon
EXC
$48.4B
$204K 0.01%
+5,891
New +$217K
BLD
489
DELISTED
TopBuild
BLD
$203K 0.01%
528
– –
GVI icon
490
iShares Intermediate Government/Credit Bond ETF
GVI
$3.78B
$202K 0.01%
1,949
– –
SMG icon
491
ScottsMiracle-Gro
SMG
$4.25B
$200K 0.01%
3,075
-98
-3% -$6.7K
BCS icon
492
Barclays
BCS
$91B
$192K 0.01%
17,898
+7,209
+67% +$75K
NEO icon
493
NeoGenomics
NEO
$1.74B
$152K 0.01%
10,952
– –
KGC icon
494
Kinross Gold
KGC
$28.1B
$144K 0.01%
+17,296
New +$125K
ASX icon
495
ASE Group
ASX
$74.4B
$133K 0.01%
+11,657
New +$126K
FLG
496
Flagstar Bank National Association
FLG
$5.83B
$127K 0.01%
13,151
+1,701
+15% +$16.4K
FOLD
497
DELISTED
Amicus Therapeutics
FOLD
$102K ﹤0.01%
10,257
– –
NWG icon
498
NatWest
NWG
$70.6B
$84.2K ﹤0.01%
+10,485
New +$81.4K
ITUB icon
499
Itaú Unibanco
ITUB
$91.6B
$67.5K ﹤0.01%
13,088
-820
-6% -$4.49K
UGP icon
500
Ultrapar
UGP
$6.74B
$59.1K ﹤0.01%
15,104
-8,292
-35% -$39.8K
17 18 19
20
21

Similar funds

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return
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 Q2 2024 Portfolio in Review

As of Q2 2024, Fulton Bank held 657 positions worth $2.47B, up 1.3% from $2.44B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Fulton Bank's Q2 2024 filing shows 43 new, 263 increased, 273 reduced and 27 closed positions. Its largest new stake was Vanguard Tax-Exempt Bond Index Fund: 27,598 shares worth $1.38M. The largest sale was Dell, an estimated $2.55M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 10% a quarter earlier, followed by Financials and Healthcare.

  • Fulton Bank's largest Q2 2024 buy was Vanguard Tax-Exempt Bond Index Fund: 27,598 shares worth $1.38M.
  • Fulton Bank added most to Berkshire Hathaway Class B in Q2 2024, an estimated $2.54M increase.
  • Fulton Bank's biggest Q2 2024 reduction was Dell, cutting an estimated $2.55M.
  • Fulton Bank fully exited Equitable Holdings in Q2 2024, selling an estimated $840K.
  • Fulton Bank's ten largest holdings make up 32% of its $2.47B portfolio in Q2 2024.
  • Fulton Bank opened 43 new positions and closed 27 in Q2 2024.
  • Fulton Bank's portfolio value rose 1.3% quarter-over-quarter to $2.47B.

Based on Fulton Bank's 13F filing for Q2 2024, filed 9 Jul 2024.