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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
BN icon
501
Brookfield
BN
$102B
$202K 0.01%
+5,793
New +$219K
GPN icon
502
Global Payments
GPN
$24.1B
$202K 0.01%
2,066
-40
-2% -$4.18K
MLM icon
503
Martin Marietta Materials
MLM
$34.2B
$201K 0.01%
421
+1
+0.2% +$508
AVY icon
504
Avery Dennison
AVY
$12.8B
$201K 0.01%
1,127
– –
RKLB icon
505
Rocket Lab Corp
RKLB
$36.6B
$193K 0.01%
+10,820
New +$259K
NWG icon
506
NatWest
NWG
$69.9B
$191K 0.01%
15,987
-1,971
-11% -$22.1K
ERIC icon
507
Ericsson
ERIC
$32.1B
$117K ﹤0.01%
15,045
+2,388
+19% +$19.3K
NEO icon
508
NeoGenomics
NEO
$1.99B
$103K ﹤0.01%
10,901
-89
-0.8% -$1.11K
GRAB icon
509
Grab
GRAB
$13.7B
$84.2K ﹤0.01%
+18,586
New +$86.7K
LCID icon
510
Lucid Motors
LCID
$3.11B
$42K ﹤0.01%
1,735
-257
-13% -$6.87K
WIT icon
511
Wipro
WIT
$19.5B
$38.2K ﹤0.01%
12,486
– –
ADSK icon
512
Autodesk
ADSK
$51.8B
– –
-713
Closed -$211K
ARGX icon
513
argenx
ARGX
$55.2B
– –
-368
Closed -$226K
BIO icon
514
Bio-Rad Laboratories Class A
BIO
$8.76B
– –
-659
Closed -$216K
BLOK icon
515
Amplify Blockchain Technology ETF
BLOK
$1.03B
– –
-5,303
Closed -$229K
CEG icon
516
Constellation Energy
CEG
$92.1B
– –
-1,306
Closed -$292K
CF icon
517
CF Industries
CF
$19.6B
– –
-3,113
Closed -$266K
CHX
518
DELISTED
ChampionX
CHX
– –
-7,427
Closed -$202K
COTY icon
519
Coty
COTY
$2.4B
– –
-15,654
Closed -$109K
CTSH icon
520
Cognizant
CTSH
$26.5B
– –
-2,914
Closed -$224K
DAL icon
521
Delta Air Lines
DAL
$56.7B
– –
-6,321
Closed -$382K
EXPE icon
522
Expedia Group
EXPE
$36.5B
– –
-1,367
Closed -$255K
GDDY icon
523
GoDaddy
GDDY
$13.9B
– –
-1,607
Closed -$317K
H icon
524
Hyatt Hotels
H
$17.5B
– –
-1,373
Closed -$216K
HOLX
525
DELISTED
Hologic
HOLX
– –
-3,985
Closed -$287K
19 20
21
22 23

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BCI
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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
HIMC
Heritage Investors Management Corp Bethesda, Maryland $3.29B AUM 26.44% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

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.