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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
+1.1%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.44B
AUM Growth
+$15.5M
Cap. Flow
+$684K
Cap. Flow %
0.05%
Top 10 Hldgs %
30.4%
Holding
470
New
36
Increased
159
Reduced
211
Closed
29

Top Buys

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$791K
2
KHC icon
Kraft Heinz
KHC
+$746K
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$583K
4
OEF icon
iShares S&P 100 ETF
OEF
+$581K
5
PM icon
Philip Morris
PM
+$532K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$2.13M
2
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.8M
3
MRK icon
Merck
MRK
+$1.7M
4
BCE icon
BCE
BCE
+$782K
5
ABBV icon
AbbVie
ABBV
+$744K

Sector Composition

Rank Sector Weight
1 Financials 6.31%
2 Technology 5.58%
3 Healthcare 4.13%
4 Communication Services 3.44%
5 Consumer Discretionary 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CELG
51
DELISTED
Celgene Corp
CELG
$2.57M 0.18%
32,413
+1,834
+6% +$152K
AMGN icon
52
Amgen
AMGN
$203B
$2.56M 0.18%
13,852
-627
-4% -$111K
EEM icon
53
iShares MSCI Emerging Markets ETF
EEM
$28B
$2.54M 0.18%
58,552
+8,412
+17% +$389K
VOD icon
54
Vodafone
VOD
$34.9B
$2.51M 0.17%
103,349
-16,519
-14% -$451K
SIGI icon
55
Selective Insurance
SIGI
$5.74B
$2.49M 0.17%
45,295
– –
CCI icon
56
Crown Castle
CCI
$32.7B
$2.44M 0.17%
22,653
-2,108
-9% -$219K
BCE icon
57
BCE
BCE
$19.9B
$2.42M 0.17%
59,867
-18,624
-24% -$782K
PPL
58
PPL Corp
PPL
$27.3B
$2.35M 0.16%
82,146
-1,102
-1% -$30.5K
COST icon
59
Costco
COST
$415B
$2.34M 0.16%
11,203
-163
-1% -$32.2K
CTSH icon
60
Cognizant
CTSH
$21.5B
$2.33M 0.16%
29,436
-1,038
-3% -$81.6K
DVY icon
61
iShares Select Dividend ETF
DVY
$24B
$2.29M 0.16%
23,442
– –
MA icon
62
Mastercard
MA
$477B
$2.29M 0.16%
11,658
-70
-0.6% -$13.2K
PEP icon
63
PepsiCo
PEP
$186B
$2.29M 0.16%
21,031
+932
+5% +$96.3K
NGG icon
64
National Grid
NGG
$82.7B
$2.29M 0.16%
46,336
-3,093
-6% -$156K
CVS icon
65
CVS Health
CVS
$137B
$2.27M 0.16%
35,260
-124
-0.4% -$8.17K
ULTA icon
66
Ulta Beauty
ULTA
$20.4B
$2.26M 0.16%
9,669
+149
+2% +$36K
SO icon
67
Southern Company
SO
$110B
$2.23M 0.15%
48,094
+5,617
+13% +$251K
PSA icon
68
Public Storage
PSA
$60.2B
$2.17M 0.15%
9,570
+1,772
+23% +$369K
ESRX
69
DELISTED
Express Scripts Holding Company
ESRX
$2.11M 0.15%
27,334
-799
-3% -$60K
WFC icon
70
Wells Fargo
WFC
$261B
$2.07M 0.14%
37,357
+2,133
+6% +$114K
COP icon
71
ConocoPhillips
COP
$147B
$2.06M 0.14%
29,572
+1,712
+6% +$114K
EW icon
72
Edwards Lifesciences
EW
$47.6B
$2.04M 0.14%
41,997
-2,412
-5% -$113K
TTE icon
73
TotalEnergies
TTE
$193B
$2.03M 0.14%
33,565
-8,809
-21% -$540K
KMB icon
74
Kimberly-Clark
KMB
$36.4B
$2M 0.14%
18,987
+282
+2% +$29.3K
NFLX icon
75
Netflix
NFLX
$292B
$1.94M 0.13%
49,510
-3,120
-6% -$106K
1 2
3
4 5

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 Q2 2018 Portfolio in Review

As of Q2 2018, Fulton Bank held 470 positions worth $1.44B, up 1.1% from $1.43B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Fulton Bank's Q2 2018 filing shows 36 new, 159 increased, 211 reduced and 29 closed positions. Its largest new stake was Vanguard S&P 500 ETF: 2,350 shares worth $586K. The largest sale was Apple, an estimated $2.13M.

By sector, the portfolio is most concentrated in Financials at 6.3% of assets, down from 6.6% a quarter earlier, followed by Technology and Healthcare.

  • Fulton Bank's largest Q2 2018 buy was Vanguard S&P 500 ETF: 2,350 shares worth $586K.
  • Fulton Bank added most to Pfizer in Q2 2018, an estimated $791K increase.
  • Fulton Bank's biggest Q2 2018 reduction was Apple, cutting an estimated $2.13M.
  • Fulton Bank fully exited Turkcell in Q2 2018, selling an estimated $457K.
  • Fulton Bank's ten largest holdings make up 30% of its $1.44B portfolio in Q2 2018.
  • Fulton Bank opened 36 new positions and closed 29 in Q2 2018.
  • Fulton Bank's portfolio value rose 1.1% quarter-over-quarter to $1.44B.

Based on Fulton Bank's 13F filing for Q2 2018, filed 10 Jul 2018.