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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
HPE icon
526
Hewlett Packard
HPE
$58.8B
– –
-13,501
Closed -$288K
HXL icon
527
Hexcel
HXL
$7.97B
– –
-3,416
Closed -$214K
ICFI icon
528
ICF International
ICFI
$1.5B
– –
-2,616
Closed -$312K
IRM icon
529
Iron Mountain
IRM
$35.9B
– –
-1,924
Closed -$202K
ITUB icon
530
Itaú Unibanco
ITUB
$89.8B
– –
-13,054
Closed -$57.1K
KEY icon
531
KeyCorp
KEY
$23.8B
– –
-15,146
Closed -$260K
LUMN icon
532
Lumen
LUMN
$6.43B
– –
-31,064
Closed -$165K
LW icon
533
Lamb Weston
LW
$7.42B
– –
-4,877
Closed -$326K
MMS icon
534
Maximus
MMS
$3.32B
– –
-2,682
Closed -$200K
NICE icon
535
Nice
NICE
$6.15B
– –
-1,394
Closed -$237K
NRIM icon
536
Northrim BanCorp
NRIM
$593M
– –
-12,000
Closed -$234K
ON icon
537
ON Semiconductor
ON
$30.7B
– –
-4,640
Closed -$293K
ORRF icon
538
Orrstown Financial Services
ORRF
$850M
– –
-5,509
Closed -$202K
RHI icon
539
Robert Half
RHI
$4.11B
– –
-3,890
Closed -$274K
RIO icon
540
Rio Tinto
RIO
$152B
– –
-3,588
Closed -$211K
SAP icon
541
SAP
SAP
$215B
– –
-957
Closed -$236K
SBAC icon
542
SBA Communications
SBAC
$19.8B
– –
-998
Closed -$203K
ST icon
543
Sensata Technologies
ST
$6.69B
– –
-7,818
Closed -$214K
SWKS icon
544
Skyworks Solutions
SWKS
$9.2B
– –
-3,163
Closed -$280K
TFX icon
545
Teleflex
TFX
$5.96B
– –
-1,428
Closed -$254K
TTEK icon
546
Tetra Tech
TTEK
$8.77B
– –
-6,470
Closed -$258K
VRT icon
547
Vertiv
VRT
$85.7B
– –
-3,252
Closed -$369K
WBA
548
DELISTED
Walgreens Boots Alliance
WBA
– –
-10,127
Closed -$94.5K
WDFC icon
549
WD-40
WDFC
$2.98B
– –
-926
Closed -$225K
WIX icon
550
WIX.com
WIX
$2.56B
– –
-984
Closed -$211K
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
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.