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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
+0.67%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$802M
AUM Growth
–
Cap. Flow
+$806M
Cap. Flow %
100.55%
Top 10 Hldgs %
40.25%
Holding
312
New
312
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IWD icon
iShares Russell 1000 Value ETF
IWD
+$14.2M
2
AAPL icon
Apple
AAPL
+$12.4M
3
XOM icon
ExxonMobil
XOM
+$12.3M
4
JNJ icon
Johnson & Johnson
JNJ
+$9.05M
5
T icon
AT&T
T
+$8.31M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Healthcare 6.95%
2 Technology 6.49%
3 Consumer Staples 5.72%
4 Energy 5.69%
5 Industrials 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACN icon
51
Accenture
ACN
$89.9B
$2.59M 0.32%
+35,959
New +$2.86M
NKE icon
52
Nike
NKE
$61.9B
$2.58M 0.32%
+81,122
New +$2.52M
SLB icon
53
SLB Ltd
SLB
$78.4B
$2.42M 0.3%
+33,739
New +$2.5M
CELG
54
DELISTED
Celgene Corp
CELG
$2.42M 0.3%
+41,320
New +$2.49M
CSCO icon
55
Cisco
CSCO
$450B
$2.39M 0.3%
+98,314
New +$2.21M
CB
56
DELISTED
CHUBB CORPORATION
CB
$2.38M 0.3%
+28,176
New +$2.47M
KMB icon
57
Kimberly-Clark
KMB
$36.4B
$2.31M 0.29%
+24,800
New +$2.39M
FLS icon
58
Flowserve
FLS
$9.25B
$2.23M 0.28%
+41,267
New +$2.23M
CCK icon
59
Crown Holdings
CCK
$12.8B
$2.14M 0.27%
+51,978
New +$2.19M
WELL icon
60
Welltower
WELL
$178B
$2.08M 0.26%
+31,005
New +$2.2M
PEP icon
61
PepsiCo
PEP
$186B
$2.08M 0.26%
+25,411
New +$2.07M
LO
62
DELISTED
LORILLARD INC COM STK
LO
$2.02M 0.25%
+46,251
New +$1.98M
D icon
63
Dominion Energy
D
$62.5B
$1.95M 0.24%
+34,260
New +$2.01M
ABT icon
64
Abbott
ABT
$180B
$1.91M 0.24%
+54,740
New +$2.01M
PTR
65
DELISTED
PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES)
PTR
$1.82M 0.23%
+16,435
New +$1.98M
BDX icon
66
Becton Dickinson
BDX
$43.1B
$1.77M 0.22%
+18,348
New +$1.75M
WFC icon
67
Wells Fargo
WFC
$261B
$1.73M 0.22%
+41,824
New +$1.63M
LH icon
68
Labcorp
LH
$24.3B
$1.67M 0.21%
+19,434
New +$1.61M
BCE icon
69
BCE
BCE
$19.9B
$1.63M 0.2%
+39,795
New +$1.8M
AXP icon
70
American Express
AXP
$223B
$1.57M 0.2%
+20,946
New +$1.49M
NOV icon
71
NOV
NOV
$7.45B
$1.53M 0.19%
+24,661
New +$1.52M
BNY
72
Bank of New York Mellon
BNY
$108B
$1.49M 0.19%
+53,139
New +$1.53M
GS icon
73
Goldman Sachs
GS
$313B
$1.45M 0.18%
+9,595
New +$1.46M
BRK.B icon
74
Berkshire Hathaway Class B
BRK.B
$1.07T
$1.45M 0.18%
+12,928
New +$1.42M
NE
75
DELISTED
Noble Corporation
NE
$1.45M 0.18%
+43,999
New +$1.47M
1 2
3
4 5

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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 Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Fulton Bank, which disclosed 312 positions worth $802M. Its ten largest holdings account for 40% of the portfolio.

Its largest position is iShares Russell 1000 Value ETF: 171,004 shares worth $14.3M.

By sector, the portfolio is most concentrated in Healthcare at 6.9% of assets, followed by Technology and Consumer Staples.

  • Fulton Bank's largest Q2 2013 buy was iShares Russell 1000 Value ETF: 171,004 shares worth $14.3M.
  • Fulton Bank's ten largest holdings make up 40% of its $802M portfolio in Q2 2013.
  • Fulton Bank disclosed 312 positions in Q2 2013, its first 13F filing on record.

Based on Fulton Bank's 13F filing for Q2 2013, filed 26 Sep 2013.