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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
-1.29%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.48B
AUM Growth
-$117M
Cap. Flow
-$21.8M
Cap. Flow %
-0.88%
Top 10 Hldgs %
31.23%
Holding
694
New
29
Increased
211
Reduced
332
Closed
55

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.54M
2
AMZN icon
Amazon
AMZN
+$1.44M
3
FLEX icon
Flex
FLEX
+$1.23M
4
AMAT icon
Applied Materials
AMAT
+$1.19M
5
TSLA icon
Tesla
TSLA
+$938K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$2.41M
2
AVGO icon
Broadcom
AVGO
+$1.54M
3
AAPL icon
Apple
AAPL
+$1.51M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.16M
5
DE icon
Deere & Co
DE
+$1.06M

Sector Composition

Rank Sector Weight
1 Technology 10.68%
2 Financials 6.51%
3 Healthcare 4.15%
4 Consumer Discretionary 4.1%
5 Communication Services 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTIP icon
51
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$4.61M 0.19%
92,375
+6,169
+7% +$303K
MCK icon
52
McKesson
MCK
$99.5B
$4.49M 0.18%
6,678
-772
-10% -$477K
AMAT icon
53
Applied Materials
AMAT
$410B
$4.27M 0.17%
29,413
+7,092
+32% +$1.19M
HPQ icon
54
HP
HPQ
$24.3B
$4.2M 0.17%
151,590
+381
+0.3% +$12.1K
LOW icon
55
Lowe's Companies
LOW
$119B
$4.1M 0.17%
17,564
+906
+5% +$223K
CTAS icon
56
Cintas
CTAS
$84.4B
$4.08M 0.16%
19,838
-682
-3% -$136K
ABT icon
57
Abbott
ABT
$182B
$4M 0.16%
30,158
+397
+1% +$50.5K
DUK icon
58
Duke Energy
DUK
$100B
$3.92M 0.16%
32,146
-475
-1% -$54.1K
PNC icon
59
PNC Financial Services
PNC
$99.6B
$3.91M 0.16%
22,258
-627
-3% -$118K
ACN icon
60
Accenture
ACN
$94.3B
$3.87M 0.16%
12,389
-266
-2% -$93.9K
IEFA icon
61
iShares Core MSCI EAFE ETF
IEFA
$188B
$3.82M 0.15%
50,505
+2,131
+4% +$159K
FISV
62
Fiserv Inc
FISV
$27.9B
$3.75M 0.15%
16,995
-2,166
-11% -$474K
VTI icon
63
Vanguard Total Stock Market ETF
VTI
$655B
$3.74M 0.15%
13,610
+345
+3% +$100K
COP icon
64
ConocoPhillips
COP
$141B
$3.73M 0.15%
35,502
-683
-2% -$68.1K
PEP icon
65
PepsiCo
PEP
$191B
$3.7M 0.15%
24,689
-452
-2% -$67.3K
AMP icon
66
Ameriprise Financial
AMP
$47.6B
$3.7M 0.15%
7,640
-563
-7% -$295K
DVY icon
67
iShares Select Dividend ETF
DVY
$23.8B
$3.62M 0.15%
26,920
-15
-0.1% -$2.01K
TMO icon
68
Thermo Fisher Scientific
TMO
$208B
$3.61M 0.15%
7,264
-897
-11% -$486K
TRV icon
69
Travelers Companies
TRV
$81.4B
$3.59M 0.15%
13,579
-709
-5% -$177K
MS icon
70
Morgan Stanley
MS
$337B
$3.49M 0.14%
29,948
-472
-2% -$60.8K
UNP icon
71
Union Pacific
UNP
$178B
$3.48M 0.14%
14,746
-254
-2% -$61.1K
GILD icon
72
Gilead Sciences
GILD
$162B
$3.41M 0.14%
30,415
-3,622
-11% -$374K
BMY icon
73
Bristol-Myers Squibb
BMY
$128B
$3.39M 0.14%
55,502
-6,747
-11% -$393K
LKQ icon
74
LKQ Corp
LKQ
$6.69B
$3.38M 0.14%
79,533
+13,797
+21% +$547K
RTX icon
75
RTX Corp
RTX
$294B
$3.34M 0.14%
25,240
-393
-2% -$49.8K
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 Q1 2025 Portfolio in Review

As of Q1 2025, Fulton Bank held 694 positions worth $2.48B, down 4.5% from $2.59B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q1 2025 filing shows 29 new, 211 increased, 332 reduced and 55 closed positions. Its largest new stake was iShares MSCI ACWI ETF: 6,372 shares worth $742K. The largest sale was NVIDIA, an estimated $2.41M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, down from 12% a quarter earlier, followed by Financials and Healthcare.

  • Fulton Bank's largest Q1 2025 buy was iShares MSCI ACWI ETF: 6,372 shares worth $742K.
  • Fulton Bank added most to Vanguard S&P 500 ETF in Q1 2025, an estimated $2.54M increase.
  • Fulton Bank's biggest Q1 2025 reduction was NVIDIA, cutting an estimated $2.41M.
  • Fulton Bank fully exited Delta Air Lines in Q1 2025, selling an estimated $382K.
  • Fulton Bank's ten largest holdings make up 31% of its $2.48B portfolio in Q1 2025.
  • Fulton Bank opened 29 new positions and closed 55 in Q1 2025.
  • Fulton Bank's portfolio value fell 4.5% quarter-over-quarter to $2.48B.

Based on Fulton Bank's 13F filing for Q1 2025, filed 9 Apr 2025.