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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
+7.94%
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
+$263M
Cap. Flow
+$8.57M
Cap. Flow %
0.57%
Top 10 Hldgs %
30.92%
Holding
446
New
70
Increased
141
Reduced
187
Closed
24

Top Buys

Rank Stock Value
1
MRK icon
Merck
MRK
+$2.69M
2
MSFT icon
Microsoft
MSFT
+$2.48M
3
LLY icon
Eli Lilly
LLY
+$2.34M
4
ORCL icon
Oracle
ORCL
+$2.33M
5
UNH icon
UnitedHealth
UNH
+$2.08M

Top Sells

Rank Stock Value
1
GILD icon
Gilead Sciences
GILD
+$3.59M
2
AMAT icon
Applied Materials
AMAT
+$1.92M
3
SWKS icon
Skyworks Solutions
SWKS
+$1.81M
4
CMI icon
Cummins
CMI
+$1.77M
5
CTSH icon
Cognizant
CTSH
+$1.63M

Sector Composition

Rank Sector Weight
1 Technology 7.78%
2 Healthcare 5%
3 Financials 4.92%
4 Communication Services 3.8%
5 Consumer Discretionary 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COST icon
51
Costco
COST
$415B
$2.82M 0.19%
9,287
+2,457
+36% +$748K
BAC icon
52
Bank of America
BAC
$435B
$2.78M 0.18%
117,102
-56,103
-32% -$1.33M
D icon
53
Dominion Energy
D
$62.5B
$2.66M 0.18%
32,713
-428
-1% -$34.3K
FISV
54
Fiserv Inc
FISV
$27.2B
$2.65M 0.18%
27,189
+3,548
+15% +$357K
BA icon
55
Boeing
BA
$165B
$2.6M 0.17%
14,159
-11
-0.1% -$1.69K
SO icon
56
Southern Company
SO
$110B
$2.4M 0.16%
46,309
+9,468
+26% +$526K
LOW icon
57
Lowe's Companies
LOW
$116B
$2.34M 0.15%
17,314
+1,858
+12% +$212K
PNC icon
58
PNC Financial Services
PNC
$100B
$2.34M 0.15%
22,208
-1,140
-5% -$120K
GSK icon
59
GSK
GSK
$103B
$2.32M 0.15%
45,450
-9,507
-17% -$488K
EEM icon
60
iShares MSCI Emerging Markets ETF
EEM
$28B
$2.26M 0.15%
56,603
-11,310
-17% -$423K
BCE icon
61
BCE
BCE
$19.9B
$2.2M 0.15%
52,784
-466
-0.9% -$19.2K
CM icon
62
Canadian Imperial Bank of Commerce
CM
$107B
$2.16M 0.14%
64,510
-3,840
-6% -$120K
ABT icon
63
Abbott
ABT
$180B
$2.13M 0.14%
23,308
+445
+2% +$40.2K
TGT icon
64
Target
TGT
$62.1B
$2.1M 0.14%
17,533
-354
-2% -$40.4K
NSC icon
65
Norfolk Southern
NSC
$78.8B
$2.1M 0.14%
11,958
+7,342
+159% +$1.24M
ZTS icon
66
Zoetis
ZTS
$31.6B
$2.03M 0.13%
14,804
+8,841
+148% +$1.15M
STZ icon
67
Constellation Brands
STZ
$22.2B
$2.02M 0.13%
11,549
+1,204
+12% +$201K
NGG icon
68
National Grid
NGG
$82.7B
$1.95M 0.13%
36,247
-1,468
-4% -$74.4K
HPQ icon
69
HP
HPQ
$23.5B
$1.91M 0.13%
109,638
+20,127
+22% +$320K
MCK icon
70
McKesson
MCK
$98.5B
$1.9M 0.13%
12,399
-768
-6% -$111K
KLAC icon
71
KLA
KLAC
$275B
$1.89M 0.12%
97,340
+51,710
+113% +$884K
DRI icon
72
Darden Restaurants
DRI
$22.5B
$1.85M 0.12%
24,467
+8,646
+55% +$613K
DVY icon
73
iShares Select Dividend ETF
DVY
$24B
$1.85M 0.12%
22,865
-1,046
-4% -$83.6K
MMM icon
74
3M
MMM
$89B
$1.83M 0.12%
14,027
-7,881
-36% -$993K
URI icon
75
United Rentals
URI
$71.1B
$1.82M 0.12%
12,225
-4,764
-28% -$604K
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 Q2 2020 Portfolio in Review

As of Q2 2020, Fulton Bank held 446 positions worth $1.52B, up 21% from $1.25B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q2 2020 filing shows 70 new, 141 increased, 187 reduced and 24 closed positions. Its largest new stake was Boston Scientific: 40,308 shares worth $1.42M. The largest sale was Gilead Sciences, an estimated $3.59M.

By sector, the portfolio is most concentrated in Technology at 7.8% of assets, up from 6.9% a quarter earlier, followed by Healthcare and Financials.

  • Fulton Bank's largest Q2 2020 buy was Boston Scientific: 40,308 shares worth $1.42M.
  • Fulton Bank added most to Merck in Q2 2020, an estimated $2.69M increase.
  • Fulton Bank's biggest Q2 2020 reduction was Gilead Sciences, cutting an estimated $3.59M.
  • Fulton Bank fully exited Allergan plc in Q2 2020, selling an estimated $1.35M.
  • Fulton Bank's ten largest holdings make up 31% of its $1.52B portfolio in Q2 2020.
  • Fulton Bank opened 70 new positions and closed 24 in Q2 2020.
  • Fulton Bank's portfolio value rose 21% quarter-over-quarter to $1.52B.

Based on Fulton Bank's 13F filing for Q2 2020, filed 6 Jul 2020.