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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
+1.42%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.34B
AUM Growth
+$55.4M
Cap. Flow
+$1.2M
Cap. Flow %
0.09%
Top 10 Hldgs %
32.5%
Holding
459
New
29
Increased
196
Reduced
165
Closed
26

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$970K
2
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$850K
3
KMB icon
Kimberly-Clark
KMB
+$731K
4
DD icon
DuPont de Nemours
DD
+$724K
5
BTI icon
British American Tobacco
BTI
+$673K

Top Sells

Rank Stock Value
1
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.6M
2
MCD icon
McDonald's
MCD
+$1.44M
3
RAI
Reynolds American Inc
RAI
+$1.29M
4
NVS icon
Novartis
NVS
+$946K
5
DD
Du Pont De Nemours E I
DD
+$838K

Sector Composition

Rank Sector Weight
1 Financials 6.21%
2 Technology 5.05%
3 Healthcare 4.9%
4 Communication Services 3.75%
5 Consumer Staples 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TTE icon
76
TotalEnergies
TTE
$191B
$1.66M 0.12%
31,094
+17
+0.1% +$874
DD icon
77
DuPont de Nemours
DD
$18.6B
$1.66M 0.12%
9,484
+4,337
+84% +$724K
ORCL icon
78
Oracle
ORCL
$346B
$1.65M 0.12%
34,077
-1,281
-4% -$63.7K
EW icon
79
Edwards Lifesciences
EW
$48.3B
$1.64M 0.12%
44,901
-2,649
-6% -$101K
C icon
80
Citigroup
C
$221B
$1.63M 0.12%
22,417
-163
-0.7% -$11.1K
WMT icon
81
Walmart Inc
WMT
$863B
$1.6M 0.12%
61,530
+4,956
+9% +$130K
PYPL icon
82
PayPal
PYPL
$49.4B
$1.59M 0.12%
24,860
-3,186
-11% -$191K
URI icon
83
United Rentals
URI
$70.9B
$1.57M 0.12%
11,308
+1,939
+21% +$232K
EOG icon
84
EOG Resources
EOG
$77.5B
$1.51M 0.11%
15,625
-2,002
-11% -$181K
MDT icon
85
Medtronic
MDT
$105B
$1.49M 0.11%
19,154
– –
CMI icon
86
Cummins
CMI
$91.8B
$1.49M 0.11%
8,845
+2,322
+36% +$376K
HSY icon
87
Hershey
HSY
$34.9B
$1.46M 0.11%
13,405
+38
+0.3% +$4.05K
QCOM icon
88
Qualcomm
QCOM
$180B
$1.46M 0.11%
28,094
-1,482
-5% -$78.4K
AZN icon
89
AstraZeneca
AZN
$261B
$1.45M 0.11%
21,458
+3,299
+18% +$208K
UPS icon
90
United Parcel Service
UPS
$97B
$1.45M 0.11%
12,076
+1,972
+20% +$224K
MNST icon
91
Monster Beverage
MNST
$91.5B
$1.42M 0.11%
51,504
-5,330
-9% -$144K
VTR icon
92
Ventas
VTR
$47.6B
$1.42M 0.11%
21,853
+30
+0.1% +$2.02K
CRM icon
93
Salesforce
CRM
$129B
$1.42M 0.11%
15,209
-1,136
-7% -$105K
EA icon
94
Electronic Arts
EA
$52.4B
$1.41M 0.1%
11,927
+87
+0.7% +$10.1K
TT icon
95
Trane Technologies
TT
$106B
$1.39M 0.1%
15,611
+3,677
+31% +$325K
BMY icon
96
Bristol-Myers Squibb
BMY
$126B
$1.38M 0.1%
21,585
-356
-2% -$20.8K
OXY icon
97
Occidental Petroleum
OXY
$57.3B
$1.36M 0.1%
21,260
-1,113
-5% -$67.8K
HBI
98
DELISTED
Hanesbrands
HBI
$1.36M 0.1%
55,123
-13,892
-20% -$333K
FDX icon
99
FedEx
FDX
$74.7B
$1.36M 0.1%
6,017
-38
-0.6% -$8.09K
ABT icon
100
Abbott
ABT
$175B
$1.35M 0.1%
25,240
-660
-3% -$33.1K
2 3
4
5 6

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BCI
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MWM
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EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
AFG
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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
NMERB
New Mexico Educational Retirement Board Santa Fe, New Mexico $3.25B AUM 29.39% 1-Year Est. Return

Fulton Bank's Q3 2017 Portfolio in Review

As of Q3 2017, Fulton Bank held 459 positions worth $1.34B, up 4.3% from $1.29B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Fulton Bank's Q3 2017 filing shows 29 new, 196 increased, 165 reduced and 26 closed positions. Its largest new stake was State Street Consumer Staples Select Sector SPDR ETF: 15,478 shares worth $835K. The largest sale was iShares Russell 1000 Value ETF, an estimated $1.6M.

By sector, the portfolio is most concentrated in Financials at 6.2% of assets, up from 6.2% a quarter earlier, followed by Technology and Healthcare.

  • Fulton Bank's largest Q3 2017 buy was State Street Consumer Staples Select Sector SPDR ETF: 15,478 shares worth $835K.
  • Fulton Bank added most to Amazon in Q3 2017, an estimated $970K increase.
  • Fulton Bank's biggest Q3 2017 reduction was iShares Russell 1000 Value ETF, cutting an estimated $1.6M.
  • Fulton Bank fully exited Reynolds American Inc in Q3 2017, selling an estimated $1.29M.
  • Fulton Bank's ten largest holdings make up 32% of its $1.34B portfolio in Q3 2017.
  • Fulton Bank opened 29 new positions and closed 26 in Q3 2017.
  • Fulton Bank's portfolio value rose 4.3% quarter-over-quarter to $1.34B.

Based on Fulton Bank's 13F filing for Q3 2017, filed 4 Oct 2017.