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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
+7.94%
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
+$263M
Cap. Flow
+$8.57M
Cap. Flow %
0.57%
Top 10 Hldgs %
30.92%
Holding
446
New
70
Increased
141
Reduced
187
Closed
24

Top Buys

Rank Stock Value
1
MRK icon
Merck
MRK
+$2.69M
2
MSFT icon
Microsoft
MSFT
+$2.48M
3
LLY icon
Eli Lilly
LLY
+$2.34M
4
ORCL icon
Oracle
ORCL
+$2.33M
5
UNH icon
UnitedHealth
UNH
+$2.08M

Top Sells

Rank Stock Value
1
GILD icon
Gilead Sciences
GILD
+$3.59M
2
AMAT icon
Applied Materials
AMAT
+$1.92M
3
SWKS icon
Skyworks Solutions
SWKS
+$1.81M
4
CMI icon
Cummins
CMI
+$1.77M
5
CTSH icon
Cognizant
CTSH
+$1.63M

Sector Composition

Rank Sector Weight
1 Technology 7.78%
2 Healthcare 5%
3 Financials 4.92%
4 Communication Services 3.8%
5 Consumer Discretionary 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TMO icon
76
Thermo Fisher Scientific
TMO
$211B
$1.82M 0.12%
5,013
-112
-2% -$37.5K
MDT icon
77
Medtronic
MDT
$107B
$1.79M 0.12%
19,480
+134
+0.7% +$12.8K
IWM icon
78
iShares Russell 2000 ETF
IWM
$80.9B
$1.78M 0.12%
12,442
+1,622
+15% +$213K
PEG icon
79
Public Service Enterprise Group
PEG
$39.8B
$1.78M 0.12%
36,184
+8,289
+30% +$413K
UNP icon
80
Union Pacific
UNP
$183B
$1.77M 0.12%
10,487
-484
-4% -$77.6K
BKNG icon
81
Booking.com
BKNG
$138B
$1.77M 0.12%
27,800
-8,000
-22% -$487K
CVS icon
82
CVS Health
CVS
$137B
$1.75M 0.12%
27,002
-11,238
-29% -$708K
GILD icon
83
Gilead Sciences
GILD
$161B
$1.74M 0.11%
22,637
-46,805
-67% -$3.59M
APTV icon
84
Aptiv
APTV
$12B
$1.74M 0.11%
22,314
+5,523
+33% +$380K
AMP icon
85
Ameriprise Financial
AMP
$46.8B
$1.74M 0.11%
11,573
+1,766
+18% +$226K
CMI icon
86
Cummins
CMI
$91.7B
$1.71M 0.11%
9,873
-11,059
-53% -$1.77M
LMT icon
87
Lockheed Martin
LMT
$134B
$1.7M 0.11%
4,658
+2,701
+138% +$1.02M
VOD icon
88
Vodafone
VOD
$34.9B
$1.7M 0.11%
106,298
+12,430
+13% +$188K
HSY icon
89
Hershey
HSY
$35.4B
$1.68M 0.11%
12,924
+2,388
+23% +$321K
DHR icon
90
Danaher
DHR
$135B
$1.66M 0.11%
10,584
-702
-6% -$101K
UL icon
91
Unilever
UL
$131B
$1.64M 0.11%
26,576
+8,247
+45% +$493K
ENB icon
92
Enbridge
ENB
$124B
$1.59M 0.1%
52,293
-2,634
-5% -$80.9K
PPL
93
PPL Corp
PPL
$27.3B
$1.58M 0.1%
61,046
-13,544
-18% -$352K
BTI icon
94
British American Tobacco
BTI
$132B
$1.56M 0.1%
40,098
-2,008
-5% -$76.9K
HST icon
95
Host Hotels & Resorts
HST
$16.8B
$1.53M 0.1%
141,670
+29,420
+26% +$338K
SKYY icon
96
First Trust Cloud Computing ETF
SKYY
$2.74B
$1.51M 0.1%
+20,325
New +$1.33M
LKQ icon
97
LKQ Corp
LKQ
$6.58B
$1.51M 0.1%
57,736
+11,742
+26% +$289K
WBA
98
DELISTED
Walgreens Boots Alliance
WBA
$1.51M 0.1%
35,614
+6,684
+23% +$284K
HON icon
99
Honeywell
HON
$77.1B
$1.51M 0.1%
11,067
-10,639
-49% -$1.41M
CTAS icon
100
Cintas
CTAS
$82.4B
$1.5M 0.1%
22,584
+16,404
+265% +$949K
2 3
4
5 6

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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
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
NMERB
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HIMC
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Fulton Bank's Q2 2020 Portfolio in Review

As of Q2 2020, Fulton Bank held 446 positions worth $1.52B, up 21% from $1.25B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q2 2020 filing shows 70 new, 141 increased, 187 reduced and 24 closed positions. Its largest new stake was Boston Scientific: 40,308 shares worth $1.42M. The largest sale was Gilead Sciences, an estimated $3.59M.

By sector, the portfolio is most concentrated in Technology at 7.8% of assets, up from 6.9% a quarter earlier, followed by Healthcare and Financials.

  • Fulton Bank's largest Q2 2020 buy was Boston Scientific: 40,308 shares worth $1.42M.
  • Fulton Bank added most to Merck in Q2 2020, an estimated $2.69M increase.
  • Fulton Bank's biggest Q2 2020 reduction was Gilead Sciences, cutting an estimated $3.59M.
  • Fulton Bank fully exited Allergan plc in Q2 2020, selling an estimated $1.35M.
  • Fulton Bank's ten largest holdings make up 31% of its $1.52B portfolio in Q2 2020.
  • Fulton Bank opened 70 new positions and closed 24 in Q2 2020.
  • Fulton Bank's portfolio value rose 21% quarter-over-quarter to $1.52B.

Based on Fulton Bank's 13F filing for Q2 2020, filed 6 Jul 2020.