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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
-4.79%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.26B
AUM Growth
-$266M
Cap. Flow
-$34.1M
Cap. Flow %
-2.72%
Top 10 Hldgs %
29.29%
Holding
467
New
14
Increased
156
Reduced
216
Closed
56

Top Buys

Rank Stock Value
1
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.96M
2
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.93M
3
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.62M
4
CI icon
Cigna
CI
+$1.27M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.16M

Top Sells

Rank Stock Value
1
ESRX
Express Scripts Holding Company
ESRX
+$2.35M
2
PSA icon
Public Storage
PSA
+$1.91M
3
AET
Aetna Inc
AET
+$1.17M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.05M
5
AMZN icon
Amazon
AMZN
+$1.05M

Sector Composition

Rank Sector Weight
1 Financials 6.71%
2 Technology 5.54%
3 Healthcare 4.73%
4 Consumer Staples 3.22%
5 Communication Services 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GSK icon
51
GSK
GSK
$103B
$2.62M 0.21%
55,121
+931
+2% +$45.8K
AMGN icon
52
Amgen
AMGN
$203B
$2.58M 0.21%
13,262
-387
-3% -$75.5K
IBM icon
53
IBM
IBM
$202B
$2.53M 0.2%
23,304
+1,118
+5% +$134K
CRM icon
54
Salesforce
CRM
$134B
$2.51M 0.2%
18,317
-357
-2% -$49.1K
CVS icon
55
CVS Health
CVS
$137B
$2.46M 0.2%
37,550
+2,130
+6% +$159K
NVDA icon
56
NVIDIA
NVDA
$5.01T
$2.44M 0.19%
730,280
-96,320
-12% -$461K
SO icon
57
Southern Company
SO
$110B
$2.37M 0.19%
53,882
-966
-2% -$43.9K
IVV icon
58
iShares Core S&P 500 ETF
IVV
$876B
$2.29M 0.18%
9,119
+4,258
+88% +$1.16M
KMB icon
59
Kimberly-Clark
KMB
$36.4B
$2.26M 0.18%
19,850
-135
-0.7% -$15K
MDT icon
60
Medtronic
MDT
$107B
$2.25M 0.18%
24,699
+108
+0.4% +$10.1K
BCE icon
61
BCE
BCE
$19.9B
$2.24M 0.18%
56,702
-2,157
-4% -$88.3K
CMI icon
62
Cummins
CMI
$91.7B
$2.18M 0.17%
16,325
-708
-4% -$100K
ELV icon
63
Elevance Health
ELV
$81.9B
$2.16M 0.17%
8,226
+317
+4% +$87.2K
VOD icon
64
Vodafone
VOD
$34.9B
$2.15M 0.17%
110,490
-8,371
-7% -$167K
DVY icon
65
iShares Select Dividend ETF
DVY
$24B
$2.15M 0.17%
24,042
+225
+0.9% +$21.6K
MA icon
66
Mastercard
MA
$477B
$2.15M 0.17%
11,367
-526
-4% -$104K
PPL
67
PPL Corp
PPL
$27.3B
$2.1M 0.17%
74,280
-3,959
-5% -$120K
EW icon
68
Edwards Lifesciences
EW
$47.6B
$2.06M 0.16%
40,257
-384
-0.9% -$19.4K
PNC icon
69
PNC Financial Services
PNC
$100B
$2.05M 0.16%
17,541
+6,626
+61% +$846K
CELG
70
DELISTED
Celgene Corp
CELG
$2.03M 0.16%
31,719
+1,050
+3% +$77.5K
CTSH icon
71
Cognizant
CTSH
$21.5B
$2.03M 0.16%
31,939
+401
+1% +$27.9K
BKNG icon
72
Booking.com
BKNG
$138B
$2M 0.16%
29,000
-1,825
-6% -$134K
COST icon
73
Costco
COST
$415B
$1.97M 0.16%
9,670
-607
-6% -$136K
NGG icon
74
National Grid
NGG
$82.7B
$1.91M 0.15%
44,316
-1,304
-3% -$60.9K
COP icon
75
ConocoPhillips
COP
$147B
$1.82M 0.15%
29,264
-4,353
-13% -$296K
1 2
3
4 5

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BCI
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MWM
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AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
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 Q4 2018 Portfolio in Review

As of Q4 2018, Fulton Bank held 467 positions worth $1.26B, down 17% from $1.52B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Fulton Bank's Q4 2018 filing shows 14 new, 156 increased, 216 reduced and 56 closed positions. Its largest new stake was Huntington Bancshares: 71,489 shares worth $852K. The largest sale was Express Scripts Holding Company, an estimated $2.35M.

By sector, the portfolio is most concentrated in Financials at 6.7% of assets, up from 6.4% a quarter earlier, followed by Technology and Healthcare.

  • Fulton Bank's largest Q4 2018 buy was Huntington Bancshares: 71,489 shares worth $852K.
  • Fulton Bank added most to iShares MSCI Emerging Markets ETF in Q4 2018, an estimated $2.96M increase.
  • Fulton Bank's biggest Q4 2018 reduction was Amazon, cutting an estimated $1.05M.
  • Fulton Bank fully exited Express Scripts Holding Company in Q4 2018, selling an estimated $2.35M.
  • Fulton Bank's ten largest holdings make up 29% of its $1.26B portfolio in Q4 2018.
  • Fulton Bank opened 14 new positions and closed 56 in Q4 2018.
  • Fulton Bank's portfolio value fell 17% quarter-over-quarter to $1.26B.

Based on Fulton Bank's 13F filing for Q4 2018, filed 3 Jan 2019.