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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
XYL icon
476
Xylem
XYL
$27.3B
$240K 0.01%
2,012
+123
+7% +$15.2K
MDB icon
477
MongoDB
MDB
$27.1B
$238K 0.01%
1,356
+133
+11% +$32.4K
BCS icon
478
Barclays
BCS
$92.7B
$237K 0.01%
15,448
-2,275
-13% -$34.1K
VHT icon
479
Vanguard Health Care ETF
VHT
$18.1B
$236K 0.01%
892
– –
EXR icon
480
Extra Space Storage
EXR
$31.3B
$232K 0.01%
1,560
-284
-15% -$43.1K
XLU icon
481
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
$231K 0.01%
5,856
-68
-1% -$2.66K
REXR icon
482
Rexford Industrial Realty
REXR
$8.42B
$230K 0.01%
5,866
+75
+1% +$3K
EXP icon
483
Eagle Materials
EXP
$6.29B
$227K 0.01%
+1,022
New +$242K
TECK icon
484
Teck Resources
TECK
$29.6B
$226K 0.01%
6,211
-2,007
-24% -$83.3K
LEN icon
485
Lennar Class A
LEN
$19.8B
$225K 0.01%
1,959
-1,147
-37% -$143K
ROST icon
486
Ross Stores
ROST
$80.5B
$225K 0.01%
1,758
+180
+11% +$25.2K
EMN icon
487
Eastman Chemical
EMN
$8B
$224K 0.01%
2,546
-30
-1% -$2.83K
TSCO icon
488
Tractor Supply
TSCO
$16.1B
$224K 0.01%
4,062
-453
-10% -$24.8K
HEI.A icon
489
HEICO Corp Class A
HEI.A
$36B
$222K 0.01%
+1,050
New +$203K
BXP icon
490
Boston Properties
BXP
$11.2B
$218K 0.01%
3,246
-45
-1% -$3.16K
CCK icon
491
Crown Holdings
CCK
$12.8B
$218K 0.01%
+2,440
New +$213K
ITW icon
492
Illinois Tool Works
ITW
$82.6B
$218K 0.01%
877
-5
-0.6% -$1.28K
TER icon
493
Teradyne
TER
$57.6B
$216K 0.01%
2,609
-461
-15% -$51.6K
BLDR icon
494
Builders FirstSource
BLDR
$7.15B
$214K 0.01%
1,716
-96
-5% -$14K
HSY icon
495
Hershey
HSY
$35.2B
$214K 0.01%
1,251
-79
-6% -$12.9K
ARCC icon
496
Ares Capital
ARCC
$13.5B
$210K 0.01%
9,497
-35
-0.4% -$794
ARW icon
497
Arrow Electronics
ARW
$11.1B
$210K 0.01%
2,026
+122
+6% +$13.5K
TEL icon
498
TE Connectivity
TEL
$59.6B
$210K 0.01%
1,487
-227
-13% -$33.6K
IAU icon
499
iShares Gold Trust
IAU
$62.9B
$208K 0.01%
+3,527
New +$191K
ASH icon
500
Ashland
ASH
$3.33B
$204K 0.01%
3,438
-132
-4% -$8.41K
18 19
20
21 22

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BCI
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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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SM
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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.