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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
+0.67%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$802M
AUM Growth
–
Cap. Flow
+$806M
Cap. Flow
% of AUM
100.55%
Top 10 Holdings %
Top 10 Hldgs %
40.25%
Holding
312
New
312
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 1000 Value ETF
IWD
|
+$14.2M |
| 2 |
Apple
AAPL
|
+$12.4M |
| 3 |
ExxonMobil
XOM
|
+$12.3M |
| 4 |
Johnson & Johnson
JNJ
|
+$9.05M |
| 5 |
AT&T
T
|
+$8.31M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 6.95% |
| 2 | Technology | 6.49% |
| 3 | Consumer Staples | 5.72% |
| 4 | Energy | 5.69% |
| 5 | Industrials | 4.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
PX
76
DELISTED
Praxair Inc
PX
| $1.44M | 0.18% |
+12,527
| New | +$1.43M |
|
|
DHC
77
Diversified Healthcare Trust
DHC
$2.26B
| $1.43M | 0.18% |
+55,578
| New | +$1.51M |
|
78
Warner Bros
WBD
$64.6B
| $1.42M | 0.18% |
+35,893
| New | +$1.43M |
|
|
STJ
79
DELISTED
St Jude Medical
STJ
| $1.41M | 0.18% |
+30,896
| New | +$1.34M |
|
80
FedEx
FDX
$74.5B
| $1.4M | 0.17% |
+14,167
| New | +$1.38M |
|
81
Lockheed Martin
LMT
$134B
| $1.35M | 0.17% |
+12,451
| New | +$1.27M |
|
82
Cencora
COR
$60.3B
| $1.34M | 0.17% |
+23,976
| New | +$1.3M |
|
83
Jacobs Solutions
J
$15.9B
| $1.28M | 0.16% |
+28,142
| New | +$1.25M |
|
|
BRCM
84
DELISTED
BROADCOM CORP CL-A
BRCM
| $1.28M | 0.16% |
+37,910
| New | +$1.32M |
|
85
iShares MSCI Emerging Markets ETF
EEM
$28B
| $1.27M | 0.16% |
+32,974
| New | +$1.37M |
|
86
Eli Lilly
LLY
$1.07T
| $1.27M | 0.16% |
+25,848
| New | +$1.41M |
|
87
American Tower
AMT
$77.7B
| $1.26M | 0.16% |
+17,234
| New | +$1.37M |
|
88
Cognizant
CTSH
$21.5B
| $1.22M | 0.15% |
+38,932
| New | +$1.29M |
|
89
Healthpeak Properties
DOC
$15.4B
| $1.2M | 0.15% |
+29,041
| New | +$1.32M |
|
90
Occidental Petroleum
OXY
$57B
| $1.17M | 0.15% |
+13,703
| New | +$1.16M |
|
91
Dover
DOV
$27.2B
| $1.13M | 0.14% |
+21,689
| New | +$1.09M |
|
92
Corning
GLW
$126B
| $1.12M | 0.14% |
+78,816
| New | +$1.15M |
|
93
Medtronic
MDT
$107B
| $1.11M | 0.14% |
+21,600
| New | +$1.07M |
|
94
American Electric Power
AEP
$73.7B
| $1.09M | 0.14% |
+24,299
| New | +$1.17M |
|
|
POT
95
DELISTED
Potash Corp Of Saskatchewan
POT
| $1.08M | 0.14% |
+28,382
| New | +$1.16M |
|
96
Baxter International
BAX
$11.6B
| $1.08M | 0.13% |
+28,703
| New | +$1.1M |
|
97
iShares MSCI EAFE ETF
EFA
$76.4B
| $1.06M | 0.13% |
+18,527
| New | +$1.12M |
|
98
NextEra Energy
NEE
$187B
| $1.06M | 0.13% |
+51,968
| New | +$1.03M |
|
99
Cummins
CMI
$91.7B
| $1.04M | 0.13% |
+9,608
| New | +$1.09M |
|
100
Unilever
UL
$131B
| $1.03M | 0.13% |
+22,572
| New | +$1.07M |
|
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MWM
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FEG
AIP
NMERB
HIMC
Fulton Bank's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Fulton Bank, which disclosed 312 positions worth $802M. Its ten largest holdings account for 40% of the portfolio.
Its largest position is iShares Russell 1000 Value ETF: 171,004 shares worth $14.3M.
By sector, the portfolio is most concentrated in Healthcare at 6.9% of assets, followed by Technology and Consumer Staples.
- Fulton Bank's largest Q2 2013 buy was iShares Russell 1000 Value ETF: 171,004 shares worth $14.3M.
- Fulton Bank's ten largest holdings make up 40% of its $802M portfolio in Q2 2013.
- Fulton Bank disclosed 312 positions in Q2 2013, its first 13F filing on record.
Based on Fulton Bank's 13F filing for Q2 2013, filed 26 Sep 2013.