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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
REXR icon
501
Rexford Industrial Realty
REXR
$8.64B
$224K 0.01%
5,791
+753
+15% +$32.4K
ITW icon
502
Illinois Tool Works
ITW
$84.9B
$224K 0.01%
882
+66
+8% +$17.5K
BRO icon
503
Brown & Brown
BRO
$25B
$223K 0.01%
2,184
+33
+2% +$3.52K
XYL icon
504
Xylem
XYL
$29.7B
$219K 0.01%
+1,889
New +$239K
XLY icon
505
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.9B
$219K 0.01%
+1,952
New +$209K
MLM icon
506
Martin Marietta Materials
MLM
$35B
$217K 0.01%
+420
New +$238K
BIO icon
507
Bio-Rad Laboratories Class A
BIO
$8.86B
$216K 0.01%
659
-11
-2% -$3.73K
SNOW icon
508
Snowflake
SNOW
$93.7B
$216K 0.01%
+1,400
New +$197K
H icon
509
Hyatt Hotels
H
$17.8B
$216K 0.01%
1,373
-56
-4% -$8.69K
ARW icon
510
Arrow Electronics
ARW
$10.8B
$215K 0.01%
1,904
-57
-3% -$7.04K
ST icon
511
Sensata Technologies
ST
$6.8B
$214K 0.01%
7,818
-792
-9% -$25.7K
HXL icon
512
Hexcel
HXL
$8.3B
$214K 0.01%
3,416
-180
-5% -$11.1K
NNE
513
Nano Nuclear Energy
NNE
$837M
$213K 0.01%
+8,550
New +$194K
CP icon
514
Canadian Pacific Kansas City
CP
$81.4B
$212K 0.01%
+2,935
New +$226K
WIX icon
515
WIX.com
WIX
$2.45B
$211K 0.01%
+984
New +$188K
RIO icon
516
Rio Tinto
RIO
$149B
$211K 0.01%
3,588
-3,420
-49% -$218K
AVY icon
517
Avery Dennison
AVY
$12.9B
$211K 0.01%
1,127
-80
-7% -$16.3K
ADSK icon
518
Autodesk
ADSK
$50.1B
$211K 0.01%
+713
New +$211K
ARCC icon
519
Ares Capital
ARCC
$13.7B
$209K 0.01%
9,532
-2,039
-18% -$44K
SBAC icon
520
SBA Communications
SBAC
$18.6B
$203K 0.01%
998
-229
-19% -$51.6K
IRM icon
521
Iron Mountain
IRM
$37.4B
$202K 0.01%
1,924
– –
CHX
522
DELISTED
ChampionX
CHX
$202K 0.01%
7,427
-518
-7% -$15.4K
ORRF icon
523
Orrstown Financial Services
ORRF
$857M
$202K 0.01%
5,509
-300
-5% -$11.4K
MMS icon
524
Maximus
MMS
$3.31B
$200K 0.01%
2,682
-1,447
-35% -$118K
NWG icon
525
NatWest
NWG
$70.6B
$183K 0.01%
17,958
-12,506
-41% -$124K
19 20
21
22 23

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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
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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 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.