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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
+1.3%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.48B
AUM Growth
+$52.3M
Cap. Flow
+$4.25M
Cap. Flow %
0.29%
Top 10 Hldgs %
29.32%
Holding
445
New
24
Increased
164
Reduced
192
Closed
21

Top Buys

Rank Stock Value
1
SIGI icon
Selective Insurance
SIGI
+$1.78M
2
AMZN icon
Amazon
AMZN
+$1.65M
3
ENB icon
Enbridge
ENB
+$861K
4
RF icon
Regions Financial
RF
+$789K
5
BA icon
Boeing
BA
+$766K

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$1.42M
2
GIS icon
General Mills
GIS
+$1.06M
3
JPM icon
JPMorgan Chase
JPM
+$1.03M
4
PG icon
Procter & Gamble
PG
+$929K
5
D icon
Dominion Energy
D
+$868K

Sector Composition

Rank Sector Weight
1 Financials 6.27%
2 Technology 5.65%
3 Healthcare 4.03%
4 Communication Services 3.29%
5 Consumer Staples 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
51
iShares Core S&P 500 ETF
IVV
$873B
$3M 0.2%
10,196
+1,077
+12% +$312K
AVGO icon
52
Broadcom
AVGO
$1.83T
$2.95M 0.2%
102,460
-7,320
-7% -$213K
IBM icon
53
IBM
IBM
$212B
$2.93M 0.2%
22,201
-2,112
-9% -$277K
CMI icon
54
Cummins
CMI
$87.7B
$2.86M 0.19%
16,719
-721
-4% -$118K
PPL
55
PPL Corp
PPL
$27.4B
$2.75M 0.19%
88,794
+4,596
+5% +$142K
MA icon
56
Mastercard
MA
$496B
$2.74M 0.19%
10,364
-275
-3% -$68.8K
GSK icon
57
GSK
GSK
$108B
$2.73M 0.18%
54,518
-921
-2% -$46.2K
DVY icon
58
iShares Select Dividend ETF
DVY
$24.1B
$2.64M 0.18%
26,556
+3,074
+13% +$303K
AMGN icon
59
Amgen
AMGN
$211B
$2.62M 0.18%
14,196
+345
+2% +$61.8K
MDT icon
60
Medtronic
MDT
$111B
$2.54M 0.17%
26,063
+249
+1% +$22.7K
BCE icon
61
BCE
BCE
$20.3B
$2.52M 0.17%
55,476
-390
-0.7% -$17.6K
CCI icon
62
Crown Castle
CCI
$33.8B
$2.51M 0.17%
19,227
-5,141
-21% -$661K
CRM icon
63
Salesforce
CRM
$149B
$2.45M 0.17%
16,125
-2,674
-14% -$419K
GILD icon
64
Gilead Sciences
GILD
$165B
$2.42M 0.16%
35,774
-2,591
-7% -$170K
AGN
65
DELISTED
Allergan plc
AGN
$2.38M 0.16%
14,220
+2,360
+20% +$327K
CELG
66
DELISTED
Celgene Corp
CELG
$2.37M 0.16%
25,637
-1,744
-6% -$166K
ELV icon
67
Elevance Health
ELV
$82.7B
$2.35M 0.16%
8,337
+710
+9% +$194K
CTSH icon
68
Cognizant
CTSH
$23.9B
$2.31M 0.16%
36,444
+4,832
+15% +$317K
NFLX icon
69
Netflix
NFLX
$304B
$2.29M 0.15%
62,430
+8,990
+17% +$324K
CVS icon
70
CVS Health
CVS
$138B
$2.28M 0.15%
41,886
+5,097
+14% +$274K
URI icon
71
United Rentals
URI
$69.6B
$2.22M 0.15%
16,724
+1,507
+10% +$191K
TT icon
72
Trane Technologies
TT
$103B
$2.21M 0.15%
17,470
-2,092
-11% -$250K
ULTA icon
73
Ulta Beauty
ULTA
$21.4B
$2.18M 0.15%
6,276
-804
-11% -$278K
RTX icon
74
RTX Corp
RTX
$293B
$2.17M 0.15%
26,546
-235
-0.9% -$19.7K
AMAT icon
75
Applied Materials
AMAT
$383B
$2.17M 0.15%
48,361
+2,083
+5% +$87.7K
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 Q2 2019 Portfolio in Review

As of Q2 2019, Fulton Bank held 445 positions worth $1.48B, up 3.7% from $1.43B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Fulton Bank's Q2 2019 filing shows 24 new, 164 increased, 192 reduced and 21 closed positions. Its largest new stake was Selective Insurance: 25,000 shares worth $1.87M. The largest sale was Microsoft, an estimated $1.42M.

By sector, the portfolio is most concentrated in Financials at 6.3% of assets, up from 6% a quarter earlier, followed by Technology and Healthcare.

  • Fulton Bank's largest Q2 2019 buy was Selective Insurance: 25,000 shares worth $1.87M.
  • Fulton Bank added most to Amazon in Q2 2019, an estimated $1.65M increase.
  • Fulton Bank's biggest Q2 2019 reduction was Microsoft, cutting an estimated $1.42M.
  • Fulton Bank fully exited SL Green Realty in Q2 2019, selling an estimated $280K.
  • Fulton Bank's ten largest holdings make up 29% of its $1.48B portfolio in Q2 2019.
  • Fulton Bank opened 24 new positions and closed 21 in Q2 2019.
  • Fulton Bank's portfolio value rose 3.7% quarter-over-quarter to $1.48B.

Based on Fulton Bank's 13F filing for Q2 2019, filed 3 Jul 2019.