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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
+3.11%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.98B
AUM Growth
+$128M
Cap. Flow
+$22.6M
Cap. Flow %
1.14%
Top 10 Hldgs %
31.47%
Holding
512
New
43
Increased
211
Reduced
189
Closed
33

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$1.57M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.25M
3
AMZN icon
Amazon
AMZN
+$1.07M
4
CCI icon
Crown Castle
CCI
+$1.03M
5
UNH icon
UnitedHealth
UNH
+$908K

Top Sells

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$2.96M
2
ORCL icon
Oracle
ORCL
+$2.66M
3
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.97M
4
MSFT icon
Microsoft
MSFT
+$1.31M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.1M

Sector Composition

Rank Sector Weight
1 Technology 7.57%
2 Financials 5.68%
3 Healthcare 4.23%
4 Consumer Discretionary 3.99%
5 Communication Services 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PNC icon
51
PNC Financial Services
PNC
$99.5B
$3.66M 0.18%
20,872
-1,371
-6% -$226K
PG icon
52
Procter & Gamble
PG
$347B
$3.64M 0.18%
26,853
+20
+0.1% +$2.61K
URI icon
53
United Rentals
URI
$70B
$3.45M 0.17%
10,468
+2,314
+28% +$655K
BA icon
54
Boeing
BA
$168B
$3.34M 0.17%
13,126
-1,657
-11% -$368K
TGT icon
55
Target
TGT
$63.8B
$3.34M 0.17%
16,868
-801
-5% -$150K
SO icon
56
Southern Company
SO
$109B
$3.3M 0.17%
53,151
-267
-0.5% -$16K
DRI icon
57
Darden Restaurants
DRI
$23.4B
$3.26M 0.16%
22,950
+1,637
+8% +$215K
GILD icon
58
Gilead Sciences
GILD
$163B
$3.13M 0.16%
48,385
-6,380
-12% -$411K
CM icon
59
Canadian Imperial Bank of Commerce
CM
$108B
$3.12M 0.16%
63,724
-1,990
-3% -$92K
IWM icon
60
iShares Russell 2000 ETF
IWM
$80.4B
$3.08M 0.16%
13,957
+1,083
+8% +$236K
UNP icon
61
Union Pacific
UNP
$178B
$3.04M 0.15%
13,795
+3,244
+31% +$681K
LOW icon
62
Lowe's Companies
LOW
$119B
$2.98M 0.15%
15,685
+62
+0.4% +$10.6K
COST icon
63
Costco
COST
$422B
$2.91M 0.15%
8,246
-1,148
-12% -$400K
EEM icon
64
iShares MSCI Emerging Markets ETF
EEM
$28.6B
$2.87M 0.14%
53,854
+3,630
+7% +$199K
ZTS icon
65
Zoetis
ZTS
$32.3B
$2.84M 0.14%
18,021
+515
+3% +$81.6K
CRM icon
66
Salesforce
CRM
$143B
$2.8M 0.14%
13,198
-2,000
-13% -$445K
LKQ icon
67
LKQ Corp
LKQ
$6.69B
$2.65M 0.13%
62,708
+1,930
+3% +$75.9K
STZ icon
68
Constellation Brands
STZ
$22.3B
$2.62M 0.13%
11,509
-130
-1% -$29.3K
APTV icon
69
Aptiv
APTV
$12.1B
$2.59M 0.13%
18,777
-185
-1% -$26.9K
MMM icon
70
3M
MMM
$91.3B
$2.54M 0.13%
15,748
+1,574
+11% +$236K
ENB icon
71
Enbridge
ENB
$121B
$2.5M 0.13%
68,740
+13,327
+24% +$468K
BTI icon
72
British American Tobacco
BTI
$131B
$2.46M 0.12%
63,617
-2,650
-4% -$99.8K
BCE icon
73
BCE
BCE
$19.9B
$2.41M 0.12%
53,296
-1,716
-3% -$75.7K
DVY icon
74
iShares Select Dividend ETF
DVY
$23.8B
$2.39M 0.12%
20,917
-150
-0.7% -$15.9K
VOD icon
75
Vodafone
VOD
$36.5B
$2.39M 0.12%
129,428
-1,428
-1% -$25.8K
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
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
AIP
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NMERB
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HIMC
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Fulton Bank's Q1 2021 Portfolio in Review

As of Q1 2021, Fulton Bank held 512 positions worth $1.98B, up 6.9% from $1.86B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q1 2021 filing shows 43 new, 211 increased, 189 reduced and 33 closed positions. Its largest new stake was Digital Realty Trust: 5,331 shares worth $750K. The largest sale was Eli Lilly, an estimated $2.96M.

By sector, the portfolio is most concentrated in Technology at 7.6% of assets, down from 8% a quarter earlier, followed by Financials and Healthcare.

  • Fulton Bank's largest Q1 2021 buy was Digital Realty Trust: 5,331 shares worth $750K.
  • Fulton Bank added most to Tesla in Q1 2021, an estimated $1.57M increase.
  • Fulton Bank's biggest Q1 2021 reduction was Eli Lilly, cutting an estimated $2.96M.
  • Fulton Bank fully exited Vertex Pharmaceuticals in Q1 2021, selling an estimated $1.1M.
  • Fulton Bank's ten largest holdings make up 31% of its $1.98B portfolio in Q1 2021.
  • Fulton Bank opened 43 new positions and closed 33 in Q1 2021.
  • Fulton Bank's portfolio value rose 6.9% quarter-over-quarter to $1.98B.

Based on Fulton Bank's 13F filing for Q1 2021, filed 5 Apr 2021.