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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
+2.7%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.52B
AUM Growth
+$78.6M
Cap. Flow
+$13.3M
Cap. Flow %
0.87%
Top 10 Hldgs %
29.26%
Holding
489
New
48
Increased
184
Reduced
185
Closed
36

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$1.75M
2
AMZN icon
Amazon
AMZN
+$1.44M
3
ABBV icon
AbbVie
ABBV
+$1.41M
4
BA icon
Boeing
BA
+$1.36M
5
FULT icon
Fulton Financial
FULT
+$1.16M

Top Sells

Rank Stock Value
1
AET
Aetna Inc
AET
+$2.51M
2
TJX icon
TJX Companies
TJX
+$1.5M
3
SNY icon
Sanofi
SNY
+$1.32M
4
DIS icon
Walt Disney
DIS
+$1.29M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$997K

Sector Composition

Rank Sector Weight
1 Financials 6.4%
2 Technology 6%
3 Healthcare 4.52%
4 Communication Services 3.11%
5 Consumer Discretionary 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ELV icon
76
Elevance Health
ELV
$81.9B
$2.17M 0.14%
7,909
+2,131
+37% +$553K
NGG icon
77
National Grid
NGG
$82.7B
$2.09M 0.14%
45,620
-716
-2% -$34.1K
NFLX icon
78
Netflix
NFLX
$292B
$2.09M 0.14%
55,800
+6,290
+13% +$228K
AGN
79
DELISTED
Allergan plc
AGN
$2.06M 0.14%
10,805
+2,071
+24% +$380K
TT icon
80
Trane Technologies
TT
$106B
$2.05M 0.13%
20,071
+6,718
+50% +$657K
CM icon
81
Canadian Imperial Bank of Commerce
CM
$107B
$2.05M 0.13%
43,718
+3,090
+8% +$142K
C icon
82
Citigroup
C
$222B
$2.02M 0.13%
28,109
+1,358
+5% +$96K
PSA icon
83
Public Storage
PSA
$60.2B
$1.91M 0.13%
9,457
-113
-1% -$24.4K
SIVB
84
DELISTED
SVB Financial Group
SIVB
$1.9M 0.13%
6,124
-213
-3% -$67.2K
BMY icon
85
Bristol-Myers Squibb
BMY
$127B
$1.9M 0.12%
30,557
+8,722
+40% +$518K
GS icon
86
Goldman Sachs
GS
$313B
$1.89M 0.12%
8,441
+186
+2% +$43.3K
LUV icon
87
Southwest Airlines
LUV
$22.1B
$1.82M 0.12%
29,135
+7,623
+35% +$446K
HPQ icon
88
HP
HPQ
$23.5B
$1.81M 0.12%
70,099
+7,500
+12% +$181K
UNH icon
89
UnitedHealth
UNH
$382B
$1.75M 0.12%
6,594
+828
+14% +$215K
ALL icon
90
Allstate
ALL
$66.9B
$1.75M 0.11%
17,724
+1,243
+8% +$121K
LOW icon
91
Lowe's Companies
LOW
$116B
$1.73M 0.11%
15,108
+855
+6% +$89.1K
AMAT icon
92
Applied Materials
AMAT
$426B
$1.68M 0.11%
43,560
+18,793
+76% +$831K
CB icon
93
Chubb
CB
$140B
$1.67M 0.11%
12,461
-233
-2% -$31.5K
SWKS icon
94
Skyworks Solutions
SWKS
$9.06B
$1.67M 0.11%
18,363
-971
-5% -$90.9K
XLB icon
95
State Street Materials Select Sector SPDR ETF
XLB
$8.51B
$1.64M 0.11%
56,622
-466
-0.8% -$13.7K
WFC icon
96
Wells Fargo
WFC
$261B
$1.61M 0.11%
30,738
-6,619
-18% -$378K
GIS icon
97
General Mills
GIS
$19.2B
$1.61M 0.11%
37,512
-2,324
-6% -$105K
PEG icon
98
Public Service Enterprise Group
PEG
$39.8B
$1.58M 0.1%
29,858
-4,949
-14% -$258K
MS icon
99
Morgan Stanley
MS
$337B
$1.57M 0.1%
33,703
+2,697
+9% +$132K
IBB icon
100
iShares Biotechnology ETF
IBB
$9.31B
$1.56M 0.1%
12,824
+4,437
+53% +$522K
2 3
4
5 6

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BCI
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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
NMERB
New Mexico Educational Retirement Board Santa Fe, New Mexico $3.25B AUM 29.39% 1-Year Est. Return
HIMC
Heritage Investors Management Corp Bethesda, Maryland $3.29B AUM 26.44% 1-Year Est. Return

Fulton Bank's Q3 2018 Portfolio in Review

As of Q3 2018, Fulton Bank held 489 positions worth $1.52B, up 5.4% from $1.44B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Fulton Bank's Q3 2018 filing shows 48 new, 184 increased, 185 reduced and 36 closed positions. Its largest new stake was iShares Core MSCI EAFE ETF: 16,319 shares worth $1.05M. The largest sale was Aetna Inc, an estimated $2.51M.

By sector, the portfolio is most concentrated in Financials at 6.4% of assets, up from 6.3% a quarter earlier, followed by Technology and Healthcare.

  • Fulton Bank's largest Q3 2018 buy was iShares Core MSCI EAFE ETF: 16,319 shares worth $1.05M.
  • Fulton Bank added most to NVIDIA in Q3 2018, an estimated $1.75M increase.
  • Fulton Bank's biggest Q3 2018 reduction was Aetna Inc, cutting an estimated $2.51M.
  • Fulton Bank fully exited Vanguard S&P 500 ETF in Q3 2018, selling an estimated $586K.
  • Fulton Bank's ten largest holdings make up 29% of its $1.52B portfolio in Q3 2018.
  • Fulton Bank opened 48 new positions and closed 36 in Q3 2018.
  • Fulton Bank's portfolio value rose 5.4% quarter-over-quarter to $1.52B.

Based on Fulton Bank's 13F filing for Q3 2018, filed 3 Oct 2018.