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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
+1.63%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.59B
AUM Growth
-$25.3M
Cap. Flow
+$15M
Cap. Flow %
0.58%
Top 10 Hldgs %
31.13%
Holding
710
New
51
Increased
257
Reduced
303
Closed
45

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.08M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.42M
3
AMAT icon
Applied Materials
AMAT
+$2.79M
4
CBRE icon
CBRE Group
CBRE
+$2.52M
5
AVGO icon
Broadcom
AVGO
+$1.58M

Top Sells

Rank Stock Value
1
MCHP icon
Microchip Technology
MCHP
+$3.03M
2
HST icon
Host Hotels & Resorts
HST
+$2.42M
3
BCE icon
BCE
BCE
+$1.83M
4
WMT icon
Walmart Inc
WMT
+$1.31M
5
BTI icon
British American Tobacco
BTI
+$1.24M

Sector Composition

Rank Sector Weight
1 Technology 11.83%
2 Financials 6.52%
3 Consumer Discretionary 4.29%
4 Healthcare 3.9%
5 Communication Services 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EXPE icon
476
Expedia Group
EXPE
$35.2B
$255K 0.01%
+1,367
New +$236K
TFX icon
477
Teleflex
TFX
$5.86B
$254K 0.01%
1,428
+199
+16% +$40.9K
GATX icon
478
GATX Corp
GATX
$6.45B
$252K 0.01%
1,629
-53
-3% -$7.89K
CCEP icon
479
Coca-Cola Europacific Partners
CCEP
$49.3B
$250K 0.01%
3,252
-67
-2% -$5.17K
TEL icon
480
TE Connectivity
TEL
$59.9B
$245K 0.01%
1,714
-520
-23% -$77.5K
BXP icon
481
Boston Properties
BXP
$11.4B
$245K 0.01%
3,291
-103
-3% -$8.36K
TSCO icon
482
Tractor Supply
TSCO
$15.8B
$240K 0.01%
4,515
-65
-1% -$3.67K
ROST icon
483
Ross Stores
ROST
$81B
$239K 0.01%
1,578
+11
+0.7% +$1.62K
CNC icon
484
Centene
CNC
$30.1B
$237K 0.01%
3,909
-5,791
-60% -$361K
NICE icon
485
Nice
NICE
$5.79B
$237K 0.01%
1,394
+154
+12% +$27.5K
GPN icon
486
Global Payments
GPN
$23.8B
$236K 0.01%
2,106
-192
-8% -$21K
SAP icon
487
SAP
SAP
$209B
$236K 0.01%
+957
New +$228K
BCS icon
488
Barclays
BCS
$93.4B
$236K 0.01%
17,723
+399
+2% +$5.17K
EMN icon
489
Eastman Chemical
EMN
$8.01B
$235K 0.01%
2,576
+19
+0.7% +$1.95K
ITCI
490
DELISTED
Intra-Cellular Therapies Inc.
ITCI
$234K 0.01%
+2,802
New +$230K
NRIM icon
491
Northrim BanCorp
NRIM
$586M
$234K 0.01%
12,000
– –
EFAV icon
492
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.4B
$234K 0.01%
+3,305
New +$243K
BLOK icon
493
Amplify Blockchain Technology ETF
BLOK
$1.09B
$229K 0.01%
+5,303
New +$238K
ARGX icon
494
argenx
ARGX
$54.6B
$226K 0.01%
+368
New +$216K
VHT icon
495
Vanguard Health Care ETF
VHT
$18.3B
$226K 0.01%
892
– –
ABB
496
DELISTED
ABB Ltd
ABB
$225K 0.01%
4,164
-431
-9% -$23.3K
HSY icon
497
Hershey
HSY
$35.9B
$225K 0.01%
1,330
-230
-15% -$41.2K
WDFC icon
498
WD-40
WDFC
$3.06B
$225K 0.01%
926
-100
-10% -$26.6K
XLU icon
499
State Street Utilities Select Sector SPDR ETF
XLU
$23B
$224K 0.01%
5,924
+102
+2% +$4.05K
CTSH icon
500
Cognizant
CTSH
$24.3B
$224K 0.01%
2,914
-174
-6% -$13.6K
18 19
20
21 22

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BCI
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MWM
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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
HIMC
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FCH
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Fulton Bank's Q4 2024 Portfolio in Review

As of Q4 2024, Fulton Bank held 710 positions worth $2.59B, down 0.97% from $2.62B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q4 2024 filing shows 51 new, 257 increased, 303 reduced and 45 closed positions. Its largest new stake was Bank of Montreal: 14,497 shares worth $1.41M. The largest sale was Microchip Technology, an estimated $3.03M.

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

  • Fulton Bank's largest Q4 2024 buy was Bank of Montreal: 14,497 shares worth $1.41M.
  • Fulton Bank added most to Vanguard S&P 500 ETF in Q4 2024, an estimated $9.08M increase.
  • Fulton Bank's biggest Q4 2024 reduction was Microchip Technology, cutting an estimated $3.03M.
  • Fulton Bank fully exited BCE in Q4 2024, selling an estimated $1.83M.
  • Fulton Bank's ten largest holdings make up 31% of its $2.59B portfolio in Q4 2024.
  • Fulton Bank opened 51 new positions and closed 45 in Q4 2024.
  • Fulton Bank's portfolio value fell 0.97% quarter-over-quarter to $2.59B.

Based on Fulton Bank's 13F filing for Q4 2024, filed 8 Jan 2025.