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
+2.7%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.52B
AUM Growth
+$78.6M
Cap. Flow
+$13.3M
Cap. Flow %
0.87%
Top 10 Hldgs %
29.26%
Holding
489
New
48
Increased
184
Reduced
185
Closed
36

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$1.75M
2
AMZN icon
Amazon
AMZN
+$1.44M
3
ABBV icon
AbbVie
ABBV
+$1.41M
4
BA icon
Boeing
BA
+$1.36M
5
FULT icon
Fulton Financial
FULT
+$1.16M

Top Sells

Rank Stock Value
1
AET
Aetna Inc
AET
+$2.51M
2
TJX icon
TJX Companies
TJX
+$1.5M
3
SNY icon
Sanofi
SNY
+$1.32M
4
DIS icon
Walt Disney
DIS
+$1.29M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$997K

Sector Composition

Rank Sector Weight
1 Financials 6.4%
2 Technology 6%
3 Healthcare 4.52%
4 Communication Services 3.11%
5 Consumer Discretionary 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
D icon
51
Dominion Energy
D
$62.5B
$2.74M 0.18%
38,928
+81
+0.2% +$5.74K
AVGO icon
52
Broadcom
AVGO
$1.82T
$2.73M 0.18%
110,840
+36,800
+50% +$825K
GSK icon
53
GSK
GSK
$103B
$2.72M 0.18%
54,190
+384
+0.7% +$19.5K
MA icon
54
Mastercard
MA
$477B
$2.65M 0.17%
11,893
+235
+2% +$49K
COP icon
55
ConocoPhillips
COP
$147B
$2.6M 0.17%
33,617
+4,045
+14% +$292K
RTX icon
56
RTX Corp
RTX
$287B
$2.6M 0.17%
29,560
-5,149
-15% -$432K
VOD icon
57
Vodafone
VOD
$34.9B
$2.58M 0.17%
118,861
+15,512
+15% +$360K
UPS icon
58
United Parcel Service
UPS
$97.6B
$2.49M 0.16%
21,366
+5,745
+37% +$676K
CMI icon
59
Cummins
CMI
$91.7B
$2.49M 0.16%
17,033
+2,633
+18% +$371K
URI icon
60
United Rentals
URI
$71.1B
$2.48M 0.16%
15,129
+4,810
+47% +$749K
CCI icon
61
Crown Castle
CCI
$32.7B
$2.46M 0.16%
22,119
-534
-2% -$59.5K
PEP icon
62
PepsiCo
PEP
$186B
$2.45M 0.16%
21,932
+901
+4% +$102K
BKNG icon
63
Booking.com
BKNG
$138B
$2.45M 0.16%
30,825
-2,275
-7% -$179K
OXY icon
64
Occidental Petroleum
OXY
$57B
$2.44M 0.16%
29,643
-3,233
-10% -$261K
CTSH icon
65
Cognizant
CTSH
$21.5B
$2.43M 0.16%
31,538
+2,102
+7% +$164K
MDT icon
66
Medtronic
MDT
$107B
$2.42M 0.16%
24,591
+4,555
+23% +$421K
COST icon
67
Costco
COST
$415B
$2.41M 0.16%
10,277
-926
-8% -$209K
SO icon
68
Southern Company
SO
$110B
$2.39M 0.16%
54,848
+6,754
+14% +$311K
BCE icon
69
BCE
BCE
$19.9B
$2.38M 0.16%
58,859
-1,008
-2% -$41.5K
DVY icon
70
iShares Select Dividend ETF
DVY
$24B
$2.38M 0.16%
23,817
+375
+2% +$37.6K
EW icon
71
Edwards Lifesciences
EW
$47.6B
$2.36M 0.16%
40,641
-1,356
-3% -$66.3K
ESRX
72
DELISTED
Express Scripts Holding Company
ESRX
$2.35M 0.15%
24,777
-2,557
-9% -$218K
PPL
73
PPL Corp
PPL
$27.3B
$2.29M 0.15%
78,239
-3,907
-5% -$114K
KMB icon
74
Kimberly-Clark
KMB
$36.4B
$2.27M 0.15%
19,985
+998
+5% +$112K
ULTA icon
75
Ulta Beauty
ULTA
$20.4B
$2.18M 0.14%
7,713
-1,956
-20% -$499K
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 Q3 2018 Portfolio in Review

As of Q3 2018, Fulton Bank held 489 positions worth $1.52B, up 5.4% from $1.44B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Fulton Bank's Q3 2018 filing shows 48 new, 184 increased, 185 reduced and 36 closed positions. Its largest new stake was iShares Core MSCI EAFE ETF: 16,319 shares worth $1.05M. The largest sale was Aetna Inc, an estimated $2.51M.

By sector, the portfolio is most concentrated in Financials at 6.4% of assets, up from 6.3% a quarter earlier, followed by Technology and Healthcare.

  • Fulton Bank's largest Q3 2018 buy was iShares Core MSCI EAFE ETF: 16,319 shares worth $1.05M.
  • Fulton Bank added most to NVIDIA in Q3 2018, an estimated $1.75M increase.
  • Fulton Bank's biggest Q3 2018 reduction was Aetna Inc, cutting an estimated $2.51M.
  • Fulton Bank fully exited Vanguard S&P 500 ETF in Q3 2018, selling an estimated $586K.
  • Fulton Bank's ten largest holdings make up 29% of its $1.52B portfolio in Q3 2018.
  • Fulton Bank opened 48 new positions and closed 36 in Q3 2018.
  • Fulton Bank's portfolio value rose 5.4% quarter-over-quarter to $1.52B.

Based on Fulton Bank's 13F filing for Q3 2018, filed 3 Oct 2018.