We are live on ! Find out more
FB

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
NEO icon
526
NeoGenomics
NEO
$2.01B
$181K 0.01%
10,990
– –
LUMN icon
527
Lumen
LUMN
$6.26B
$165K 0.01%
31,064
+285
+0.9% +$1.97K
COTY icon
528
Coty
COTY
$2.41B
$109K ﹤0.01%
15,654
-10,560
-40% -$81.2K
FLG
529
Flagstar Bank National Association
FLG
$5.88B
$108K ﹤0.01%
11,622
+153
+1% +$1.67K
ERIC icon
530
Ericsson
ERIC
$32.4B
$102K ﹤0.01%
+12,657
New +$103K
WBA
531
DELISTED
Walgreens Boots Alliance
WBA
$94.5K ﹤0.01%
10,127
-8,167
-45% -$75.8K
LCID icon
532
Lucid Motors
LCID
$3.09B
$60.1K ﹤0.01%
1,992
-46
-2% -$1.2K
ITUB icon
533
Itaú Unibanco
ITUB
$90B
$57.1K ﹤0.01%
13,054
-142
-1% -$731
WIT icon
534
Wipro
WIT
$19.3B
$44.2K ﹤0.01%
+12,486
New +$42.7K
ACGL icon
535
Arch Capital
ACGL
$36.7B
– –
-1,852
Closed -$207K
ALLE icon
536
Allegion
ALLE
$13.4B
– –
-1,482
Closed -$216K
AOS icon
537
A.O. Smith
AOS
$8.52B
– –
-2,616
Closed -$235K
ASML icon
538
ASML
ASML
$591B
– –
-241
Closed -$201K
AVTR icon
539
Avantor
AVTR
$9.65B
– –
-9,424
Closed -$244K
BCE icon
540
BCE
BCE
$20.8B
– –
-52,490
Closed -$1.83M
BLD
541
DELISTED
TopBuild
BLD
– –
-526
Closed -$214K
BRFS
542
DELISTED
BRF SA
BRFS
– –
-18,555
Closed -$81.1K
BTI icon
543
British American Tobacco
BTI
$136B
– –
-33,824
Closed -$1.24M
CARR icon
544
Carrier Global
CARR
$50.4B
– –
-4,043
Closed -$325K
CCK icon
545
Crown Holdings
CCK
$12.9B
– –
-2,431
Closed -$233K
D icon
546
Dominion Energy
D
$62.1B
– –
-19,460
Closed -$1.12M
DPZ icon
547
Domino's
DPZ
$12B
– –
-720
Closed -$310K
EL icon
548
Estee Lauder
EL
$31B
– –
-2,353
Closed -$235K
EXAS
549
DELISTED
Exact Sciences
EXAS
– –
-5,384
Closed -$367K
EXC icon
550
Exelon
EXC
$48.3B
– –
-5,859
Closed -$238K
19 20 21
22
23

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 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.