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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
-0.54%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.43B
AUM Growth
+$13M
Cap. Flow
+$29.7M
Cap. Flow %
2.08%
Top 10 Hldgs %
32.05%
Holding
458
New
23
Increased
170
Reduced
208
Closed
24

Top Buys

Rank Stock Value
1
SIGI icon
Selective Insurance
SIGI
+$2.67M
2
NVDA icon
NVIDIA
NVDA
+$2.24M
3
WMT icon
Walmart Inc
WMT
+$1.25M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$656K
5
GILD icon
Gilead Sciences
GILD
+$633K

Top Sells

Rank Stock Value
1
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.53M
2
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.31M
3
ABBV icon
AbbVie
ABBV
+$1.19M
4
MSFT icon
Microsoft
MSFT
+$1.04M
5
GE icon
GE Aerospace
GE
+$829K

Sector Composition

Rank Sector Weight
1 Financials 6.55%
2 Technology 5.6%
3 Healthcare 4.25%
4 Communication Services 3.5%
5 Consumer Staples 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GSK icon
51
GSK
GSK
$103B
$2.71M 0.19%
55,455
-1,995
-3% -$92.9K
RTX icon
52
RTX Corp
RTX
$287B
$2.69M 0.19%
33,971
+1,422
+4% +$117K
AZN icon
53
AstraZeneca
AZN
$263B
$2.52M 0.18%
36,050
-3,783
-9% -$262K
AMGN icon
54
Amgen
AMGN
$203B
$2.47M 0.17%
14,479
+429
+3% +$78.8K
NGG icon
55
National Grid
NGG
$82.7B
$2.47M 0.17%
49,429
-1,755
-3% -$85.6K
BP icon
56
BP
BP
$113B
$2.46M 0.17%
65,378
-652
-1% -$24.6K
CTSH icon
57
Cognizant
CTSH
$21.5B
$2.45M 0.17%
30,474
-942
-3% -$74.5K
TTE icon
58
TotalEnergies
TTE
$193B
$2.44M 0.17%
42,374
-1,106
-3% -$63.4K
EEM icon
59
iShares MSCI Emerging Markets ETF
EEM
$28.5B
$2.42M 0.17%
50,140
+8,427
+20% +$413K
PPL
60
PPL Corp
PPL
$27.3B
$2.35M 0.16%
83,248
-9,979
-11% -$297K
OXY icon
61
Occidental Petroleum
OXY
$57B
$2.26M 0.16%
34,792
-1,422
-4% -$99.5K
DVY icon
62
iShares Select Dividend ETF
DVY
$24B
$2.23M 0.16%
23,442
+451
+2% +$44K
CMI icon
63
Cummins
CMI
$91.7B
$2.22M 0.16%
13,672
+74
+0.5% +$12.7K
CVS icon
64
CVS Health
CVS
$137B
$2.2M 0.15%
35,384
+2,894
+9% +$208K
PEP icon
65
PepsiCo
PEP
$186B
$2.19M 0.15%
20,099
-5,277
-21% -$600K
COST icon
66
Costco
COST
$415B
$2.14M 0.15%
11,366
-2,200
-16% -$415K
GS icon
67
Goldman Sachs
GS
$313B
$2.09M 0.15%
8,285
+75
+0.9% +$19.5K
PFE icon
68
Pfizer
PFE
$140B
$2.08M 0.15%
61,782
+2,738
+5% +$94.1K
EW icon
69
Edwards Lifesciences
EW
$47.6B
$2.06M 0.14%
44,409
-312
-0.7% -$13.5K
KMB icon
70
Kimberly-Clark
KMB
$36.4B
$2.06M 0.14%
18,705
-1,075
-5% -$122K
MA icon
71
Mastercard
MA
$477B
$2.05M 0.14%
11,728
+2,378
+25% +$406K
SWKS icon
72
Skyworks Solutions
SWKS
$9.06B
$1.98M 0.14%
19,762
-2,108
-10% -$219K
ULTA icon
73
Ulta Beauty
ULTA
$20.4B
$1.95M 0.14%
9,520
-347
-4% -$75.1K
ESRX
74
DELISTED
Express Scripts Holding Company
ESRX
$1.94M 0.14%
28,133
-2,177
-7% -$166K
PYPL icon
75
PayPal
PYPL
$49.5B
$1.9M 0.13%
25,040
-96
-0.4% -$7.61K
1 2
3
4 5

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MWM
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AFG
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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 Q1 2018 Portfolio in Review

As of Q1 2018, Fulton Bank held 458 positions worth $1.43B, up 0.92% from $1.42B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Fulton Bank's Q1 2018 filing shows 23 new, 170 increased, 208 reduced and 24 closed positions. Its largest new stake was Selective Insurance: 45,295 shares worth $2.75M. The largest sale was iShares Russell 1000 Growth ETF, an estimated $2.53M.

By sector, the portfolio is most concentrated in Financials at 6.6% of assets, up from 6.2% a quarter earlier, followed by Technology and Healthcare.

  • Fulton Bank's largest Q1 2018 buy was Selective Insurance: 45,295 shares worth $2.75M.
  • Fulton Bank added most to NVIDIA in Q1 2018, an estimated $2.24M increase.
  • Fulton Bank's biggest Q1 2018 reduction was iShares Russell 1000 Growth ETF, cutting an estimated $2.53M.
  • Fulton Bank fully exited Huazhu Hotels Group in Q1 2018, selling an estimated $796K.
  • Fulton Bank's ten largest holdings make up 32% of its $1.43B portfolio in Q1 2018.
  • Fulton Bank opened 23 new positions and closed 24 in Q1 2018.
  • Fulton Bank's portfolio value rose 0.92% quarter-over-quarter to $1.43B.

Based on Fulton Bank's 13F filing for Q1 2018, filed 2 May 2018.