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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
-5.18%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.8B
AUM Growth
-$343M
Cap. Flow
-$7.69M
Cap. Flow %
-0.43%
Top 10 Hldgs %
31.46%
Holding
529
New
21
Increased
182
Reduced
242
Closed
45

Top Buys

Rank Stock Value
1
PNC icon
PNC Financial Services
PNC
+$1.47M
2
UL icon
Unilever
UL
+$1.2M
3
CSCO icon
Cisco
CSCO
+$1.07M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$965K
5
VZ icon
Verizon
VZ
+$944K

Top Sells

Rank Stock Value
1
CVX icon
Chevron
CVX
+$2.21M
2
ABBV icon
AbbVie
ABBV
+$1.71M
3
HSY icon
Hershey
HSY
+$1.55M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.42M
5
XOM icon
ExxonMobil
XOM
+$1.34M

Sector Composition

Rank Sector Weight
1 Technology 8.09%
2 Financials 5.5%
3 Healthcare 5.47%
4 Consumer Discretionary 3.66%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BCE icon
76
BCE
BCE
$19.9B
$2.54M 0.14%
51,560
-1,099
-2% -$59K
UPS icon
77
United Parcel Service
UPS
$96.1B
$2.52M 0.14%
13,818
+1,992
+17% +$363K
CCI icon
78
Crown Castle
CCI
$32.4B
$2.52M 0.14%
14,974
-417
-3% -$75.9K
DVY icon
79
iShares Select Dividend ETF
DVY
$23.8B
$2.52M 0.14%
21,379
– –
KMB icon
80
Kimberly-Clark
KMB
$37.1B
$2.49M 0.14%
18,455
+2,961
+19% +$390K
AMP icon
81
Ameriprise Financial
AMP
$47.4B
$2.45M 0.14%
10,320
+359
+4% +$96.2K
TRV icon
82
Travelers Companies
TRV
$81.6B
$2.42M 0.14%
14,338
-241
-2% -$41.9K
RTX icon
83
RTX Corp
RTX
$296B
$2.42M 0.13%
25,176
-355
-1% -$34.1K
VOD icon
84
Vodafone
VOD
$36.5B
$2.41M 0.13%
154,738
+26,739
+21% +$427K
APTV icon
85
Aptiv
APTV
$12B
$2.35M 0.13%
26,431
+3,588
+16% +$366K
WMB icon
86
Williams Companies
WMB
$87.4B
$2.33M 0.13%
74,585
-1,580
-2% -$54.5K
ABT icon
87
Abbott
ABT
$183B
$2.28M 0.13%
20,956
+289
+1% +$32.8K
DHR icon
88
Danaher
DHR
$137B
$2.26M 0.13%
10,050
+406
+4% +$93.5K
CRM icon
89
Salesforce
CRM
$144B
$2.16M 0.12%
13,087
-963
-7% -$170K
NGG icon
90
National Grid
NGG
$81.8B
$2.15M 0.12%
35,832
-1,779
-5% -$118K
COLD icon
91
Americold
COLD
$4.14B
$2.13M 0.12%
70,870
+1,969
+3% +$54.7K
TSN icon
92
Tyson Foods
TSN
$21.6B
$2.12M 0.12%
24,567
+100
+0.4% +$8.96K
ALL icon
93
Allstate
ALL
$67.3B
$2.09M 0.12%
16,482
-451
-3% -$59.1K
CF icon
94
CF Industries
CF
$18.7B
$2.06M 0.11%
24,018
-3,170
-12% -$308K
PWR icon
95
Quanta Services
PWR
$92.1B
$2M 0.11%
15,913
-1,758
-10% -$216K
DLR icon
96
Digital Realty Trust
DLR
$71.8B
$1.97M 0.11%
15,192
+2,922
+24% +$404K
EL icon
97
Estee Lauder
EL
$29.9B
$1.97M 0.11%
7,743
-294
-4% -$74.6K
IWM icon
98
iShares Russell 2000 ETF
IWM
$80.1B
$1.94M 0.11%
11,474
-74
-0.6% -$13.6K
PEG icon
99
Public Service Enterprise Group
PEG
$39.4B
$1.94M 0.11%
30,665
-11,719
-28% -$797K
SYK icon
100
Stryker
SYK
$129B
$1.93M 0.11%
9,684
+1,053
+12% +$247K
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
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
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HIMC
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Fulton Bank's Q2 2022 Portfolio in Review

As of Q2 2022, Fulton Bank held 529 positions worth $1.8B, down 16% from $2.14B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q2 2022 filing shows 21 new, 182 increased, 242 reduced and 45 closed positions. Its largest new stake was Amcor: 13,817 shares worth $858K. The largest sale was Chevron, an estimated $2.21M.

By sector, the portfolio is most concentrated in Technology at 8.1% of assets, down from 8.6% a quarter earlier, followed by Financials and Healthcare.

  • Fulton Bank's largest Q2 2022 buy was Amcor: 13,817 shares worth $858K.
  • Fulton Bank added most to PNC Financial Services in Q2 2022, an estimated $1.47M increase.
  • Fulton Bank's biggest Q2 2022 reduction was Chevron, cutting an estimated $2.21M.
  • Fulton Bank fully exited Canadian National Railway in Q2 2022, selling an estimated $483K.
  • Fulton Bank's ten largest holdings make up 31% of its $1.8B portfolio in Q2 2022.
  • Fulton Bank opened 21 new positions and closed 45 in Q2 2022.
  • Fulton Bank's portfolio value fell 16% quarter-over-quarter to $1.8B.

Based on Fulton Bank's 13F filing for Q2 2022, filed 7 Jul 2022.