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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
+5.31%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.86B
AUM Growth
+$229M
Cap. Flow
+$28.9M
Cap. Flow %
1.56%
Top 10 Hldgs %
32.4%
Holding
487
New
49
Increased
223
Reduced
164
Closed
18

Top Buys

Rank Stock Value
1
GIS icon
General Mills
GIS
+$1.48M
2
GILD icon
Gilead Sciences
GILD
+$682K
3
KMB icon
Kimberly-Clark
KMB
+$489K
4
AMZN icon
Amazon
AMZN
+$466K
5
MRK icon
Merck
MRK
+$434K

Top Sells

Rank Stock Value
1
UPS icon
United Parcel Service
UPS
+$1.86M
2
GSK icon
GSK
GSK
+$1.59M
3
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.02M
4
AAPL icon
Apple
AAPL
+$809K
5
KO icon
Coca-Cola
KO
+$748K

Sector Composition

Rank Sector Weight
1 Technology 8.05%
2 Financials 5.18%
3 Healthcare 4.64%
4 Consumer Discretionary 3.81%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PNC icon
51
PNC Financial Services
PNC
$99.2B
$3.31M 0.18%
22,243
+34
+0.2% +$4.34K
SO icon
52
Southern Company
SO
$106B
$3.28M 0.18%
53,418
+4,752
+10% +$286K
GILD icon
53
Gilead Sciences
GILD
$163B
$3.19M 0.17%
54,765
+11,303
+26% +$682K
BA icon
54
Boeing
BA
$175B
$3.16M 0.17%
14,783
+858
+6% +$165K
XOM icon
55
ExxonMobil
XOM
$651B
$3.13M 0.17%
75,921
-11,271
-13% -$423K
TGT icon
56
Target
TGT
$65.6B
$3.12M 0.17%
17,669
+179
+1% +$29.9K
BAC icon
57
Bank of America
BAC
$433B
$3.09M 0.17%
101,973
-4,262
-4% -$114K
DUK icon
58
Duke Energy
DUK
$98.4B
$3.07M 0.17%
33,575
+2,359
+8% +$218K
TSLA icon
59
Tesla
TSLA
$1.22T
$3.07M 0.17%
13,053
+90
+0.7% +$15.4K
ZTS icon
60
Zoetis
ZTS
$31.9B
$2.9M 0.16%
17,506
+933
+6% +$152K
HPQ icon
61
HP
HPQ
$24.6B
$2.81M 0.15%
114,238
+3,350
+3% +$70.3K
CM icon
62
Canadian Imperial Bank of Commerce
CM
$108B
$2.81M 0.15%
65,714
+278
+0.4% +$11.3K
EEM icon
63
iShares MSCI Emerging Markets ETF
EEM
$28.6B
$2.6M 0.14%
50,224
-2,012
-4% -$96.7K
STZ icon
64
Constellation Brands
STZ
$22.3B
$2.55M 0.14%
11,639
+495
+4% +$97.3K
DRI icon
65
Darden Restaurants
DRI
$23.7B
$2.54M 0.14%
21,313
+98
+0.5% +$10.5K
IWM icon
66
iShares Russell 2000 ETF
IWM
$80.2B
$2.52M 0.14%
12,874
+842
+7% +$147K
LOW icon
67
Lowe's Companies
LOW
$118B
$2.51M 0.14%
15,623
+323
+2% +$52.5K
BTI icon
68
British American Tobacco
BTI
$133B
$2.48M 0.13%
66,267
-7,696
-10% -$275K
GPN icon
69
Global Payments
GPN
$23.8B
$2.47M 0.13%
11,477
+629
+6% +$117K
APTV icon
70
Aptiv
APTV
$12.3B
$2.47M 0.13%
18,962
+360
+2% +$40K
BCE icon
71
BCE
BCE
$20.2B
$2.35M 0.13%
55,012
-1,648
-3% -$70.5K
UL icon
72
Unilever
UL
$141B
$2.28M 0.12%
33,636
+4,296
+15% +$291K
MDT icon
73
Medtronic
MDT
$110B
$2.23M 0.12%
19,029
-110
-0.6% -$12.1K
UNP icon
74
Union Pacific
UNP
$172B
$2.2M 0.12%
10,551
-265
-2% -$52.9K
VOD icon
75
Vodafone
VOD
$37.2B
$2.16M 0.12%
130,856
+13,778
+12% +$216K
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
HIMC
Heritage Investors Management Corp Bethesda, Maryland $3.29B AUM 26.44% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

Fulton Bank's Q4 2020 Portfolio in Review

As of Q4 2020, Fulton Bank held 487 positions worth $1.86B, up 14% from $1.63B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Fulton Bank's Q4 2020 filing shows 49 new, 223 increased, 164 reduced and 18 closed positions. Its largest new stake was General Mills: 24,470 shares worth $1.44M. The largest sale was United Parcel Service, an estimated $1.86M.

By sector, the portfolio is most concentrated in Technology at 8% of assets, down from 8.2% a quarter earlier, followed by Financials and Healthcare.

  • Fulton Bank's largest Q4 2020 buy was General Mills: 24,470 shares worth $1.44M.
  • Fulton Bank added most to Gilead Sciences in Q4 2020, an estimated $682K increase.
  • Fulton Bank's biggest Q4 2020 reduction was United Parcel Service, cutting an estimated $1.86M.
  • Fulton Bank fully exited Immunomedics Inc in Q4 2020, selling an estimated $509K.
  • Fulton Bank's ten largest holdings make up 32% of its $1.86B portfolio in Q4 2020.
  • Fulton Bank opened 49 new positions and closed 18 in Q4 2020.
  • Fulton Bank's portfolio value rose 14% quarter-over-quarter to $1.86B.

Based on Fulton Bank's 13F filing for Q4 2020, filed 7 Jan 2021.