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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
+3.45%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.63B
AUM Growth
+$110M
Cap. Flow
-$10.3M
Cap. Flow %
-0.63%
Top 10 Hldgs %
32.4%
Holding
466
New
44
Increased
160
Reduced
210
Closed
28

Top Buys

Rank Stock Value
1
MA icon
Mastercard
MA
+$2.59M
2
KLAC icon
KLA
KLAC
+$2.15M
3
GILD icon
Gilead Sciences
GILD
+$1.44M
4
AMZN icon
Amazon
AMZN
+$1.25M
5
BTI icon
British American Tobacco
BTI
+$1.19M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$3.92M
2
UPS icon
United Parcel Service
UPS
+$1.26M
3
META icon
Meta Platforms (Facebook)
META
+$1.21M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$955K
5
D icon
Dominion Energy
D
+$847K

Sector Composition

Rank Sector Weight
1 Technology 8.17%
2 Healthcare 4.88%
3 Financials 4.66%
4 Consumer Discretionary 3.84%
5 Communication Services 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABT icon
76
Abbott
ABT
$187B
$1.98M 0.12%
18,155
-5,153
-22% -$523K
TMO icon
77
Thermo Fisher Scientific
TMO
$212B
$1.94M 0.12%
4,381
-632
-13% -$261K
PEG icon
78
Public Service Enterprise Group
PEG
$39.6B
$1.93M 0.12%
35,164
-1,020
-3% -$54K
GPN icon
79
Global Payments
GPN
$23.7B
$1.93M 0.12%
10,848
+2,115
+24% +$366K
CMI icon
80
Cummins
CMI
$87.7B
$1.87M 0.12%
8,862
-1,011
-10% -$201K
LMT icon
81
Lockheed Martin
LMT
$133B
$1.86M 0.11%
4,852
+194
+4% +$74K
TSLA icon
82
Tesla
TSLA
$1.21T
$1.85M 0.11%
12,963
+1,788
+16% +$211K
IWM icon
83
iShares Russell 2000 ETF
IWM
$80.3B
$1.8M 0.11%
12,032
-410
-3% -$61.7K
DHR icon
84
Danaher
DHR
$140B
$1.79M 0.11%
9,353
-1,231
-12% -$219K
NSC icon
85
Norfolk Southern
NSC
$77B
$1.76M 0.11%
8,250
-3,708
-31% -$745K
D icon
86
Dominion Energy
D
$62.5B
$1.73M 0.11%
21,937
-10,776
-33% -$847K
DVY icon
87
iShares Select Dividend ETF
DVY
$24.1B
$1.72M 0.11%
21,067
-1,798
-8% -$150K
CTAS icon
88
Cintas
CTAS
$86.3B
$1.71M 0.11%
20,592
-1,992
-9% -$154K
MCK icon
89
McKesson
MCK
$103B
$1.71M 0.11%
11,489
-910
-7% -$138K
APTV icon
90
Aptiv
APTV
$12.5B
$1.71M 0.1%
18,602
-3,712
-17% -$311K
ENB icon
91
Enbridge
ENB
$121B
$1.67M 0.1%
57,312
+5,019
+10% +$158K
APH icon
92
Amphenol
APH
$175B
$1.61M 0.1%
59,588
+9,268
+18% +$244K
LKQ icon
93
LKQ Corp
LKQ
$6.8B
$1.59M 0.1%
57,403
-333
-0.6% -$9.82K
HON icon
94
Honeywell
HON
$78.4B
$1.59M 0.1%
10,225
-842
-8% -$125K
VOD icon
95
Vodafone
VOD
$37.7B
$1.57M 0.1%
117,078
+10,780
+10% +$163K
SKYY icon
96
First Trust Cloud Computing ETF
SKYY
$2.83B
$1.56M 0.1%
19,928
-397
-2% -$30.8K
HBAN icon
97
Huntington Bancshares
HBAN
$34.7B
$1.54M 0.09%
168,381
+7,125
+4% +$66.3K
CIBR icon
98
First Trust NASDAQ Cybersecurity ETF
CIBR
$14.1B
$1.53M 0.09%
44,071
-937
-2% -$32.7K
EA icon
99
Electronic Arts
EA
$52.4B
$1.51M 0.09%
11,584
+1,429
+14% +$195K
HSY icon
100
Hershey
HSY
$36.9B
$1.5M 0.09%
10,486
-2,438
-19% -$346K
2 3
4
5 6

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BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
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 2020 Portfolio in Review

As of Q3 2020, Fulton Bank held 466 positions worth $1.63B, up 7.3% from $1.52B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Fulton Bank's Q3 2020 filing shows 44 new, 160 increased, 210 reduced and 28 closed positions. Its largest new stake was iShares S&P Mid-Cap 400 Growth ETF: 12,800 shares worth $765K. The largest sale was NVIDIA, an estimated $3.92M.

By sector, the portfolio is most concentrated in Technology at 8.2% of assets, up from 7.8% a quarter earlier, followed by Healthcare and Financials.

  • Fulton Bank's largest Q3 2020 buy was iShares S&P Mid-Cap 400 Growth ETF: 12,800 shares worth $765K.
  • Fulton Bank added most to Mastercard in Q3 2020, an estimated $2.59M increase.
  • Fulton Bank's biggest Q3 2020 reduction was NVIDIA, cutting an estimated $3.92M.
  • Fulton Bank fully exited Kansas City Southern in Q3 2020, selling an estimated $303K.
  • Fulton Bank's ten largest holdings make up 32% of its $1.63B portfolio in Q3 2020.
  • Fulton Bank opened 44 new positions and closed 28 in Q3 2020.
  • Fulton Bank's portfolio value rose 7.3% quarter-over-quarter to $1.63B.

Based on Fulton Bank's 13F filing for Q3 2020, filed 6 Oct 2020.