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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
+1.63%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.59B
AUM Growth
-$25.3M
Cap. Flow
+$15M
Cap. Flow %
0.58%
Top 10 Hldgs %
31.13%
Holding
710
New
51
Increased
257
Reduced
303
Closed
45

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.08M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.42M
3
AMAT icon
Applied Materials
AMAT
+$2.79M
4
CBRE icon
CBRE Group
CBRE
+$2.52M
5
AVGO icon
Broadcom
AVGO
+$1.58M

Top Sells

Rank Stock Value
1
MCHP icon
Microchip Technology
MCHP
+$3.03M
2
HST icon
Host Hotels & Resorts
HST
+$2.42M
3
BCE icon
BCE
BCE
+$1.83M
4
WMT icon
Walmart Inc
WMT
+$1.31M
5
BTI icon
British American Tobacco
BTI
+$1.24M

Sector Composition

Rank Sector Weight
1 Technology 11.83%
2 Financials 6.52%
3 Consumer Discretionary 4.29%
4 Healthcare 3.9%
5 Communication Services 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNP icon
76
Union Pacific
UNP
$178B
$3.42M 0.13%
15,000
-477
-3% -$113K
IEFA icon
77
iShares Core MSCI EAFE ETF
IEFA
$187B
$3.4M 0.13%
48,374
+16,273
+51% +$1.2M
ABT icon
78
Abbott
ABT
$184B
$3.37M 0.13%
29,761
+1,907
+7% +$220K
STZ icon
79
Constellation Brands
STZ
$22.2B
$3.34M 0.13%
15,122
-1,164
-7% -$277K
SHW icon
80
Sherwin-Williams
SHW
$80.7B
$3.32M 0.13%
9,776
+643
+7% +$240K
CMI icon
81
Cummins
CMI
$89.4B
$3.28M 0.13%
9,418
-1,011
-10% -$355K
CBRE icon
82
CBRE Group
CBRE
$41.9B
$3.26M 0.13%
24,849
+19,227
+342% +$2.52M
WAB icon
83
Wabtec
WAB
$50.1B
$3.23M 0.12%
17,030
-1,990
-10% -$385K
GILD icon
84
Gilead Sciences
GILD
$163B
$3.14M 0.12%
34,037
-3,518
-9% -$317K
BKNG icon
85
Booking.com
BKNG
$145B
$3M 0.12%
15,100
+1,050
+7% +$202K
RTX icon
86
RTX Corp
RTX
$295B
$2.97M 0.11%
25,633
+3,182
+14% +$384K
VTEB icon
87
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
$2.93M 0.11%
58,418
+21,702
+59% +$1.1M
MET icon
88
MetLife
MET
$61.2B
$2.91M 0.11%
35,482
-2,963
-8% -$247K
MCD icon
89
McDonald's
MCD
$192B
$2.86M 0.11%
9,849
-270
-3% -$80.5K
BLK icon
90
Blackrock
BLK
$164B
$2.77M 0.11%
2,707
-74
-3% -$75.1K
HBAN icon
91
Huntington Bancshares
HBAN
$34.6B
$2.77M 0.11%
170,044
-23,661
-12% -$389K
ENB icon
92
Enbridge
ENB
$121B
$2.75M 0.11%
64,713
-1,054
-2% -$44.1K
SYK icon
93
Stryker
SYK
$129B
$2.74M 0.11%
7,623
-1,207
-14% -$447K
APP icon
94
Applovin
APP
$138B
$2.73M 0.11%
8,429
+908
+12% +$230K
IJH icon
95
iShares Core S&P Mid-Cap ETF
IJH
$122B
$2.72M 0.1%
43,579
+7,351
+20% +$471K
DHI icon
96
D.R. Horton
DHI
$41.2B
$2.71M 0.1%
19,383
-3,863
-17% -$646K
PLD icon
97
Prologis
PLD
$136B
$2.67M 0.1%
25,217
+1,808
+8% +$208K
TFC icon
98
Truist Financial
TFC
$63.5B
$2.65M 0.1%
61,183
+1,771
+3% +$79K
AXP icon
99
American Express
AXP
$228B
$2.64M 0.1%
8,898
-1,632
-15% -$469K
TTE icon
100
TotalEnergies
TTE
$188B
$2.58M 0.1%
47,318
+14,415
+44% +$877K
2 3
4
5 6

Similar funds

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 Q4 2024 Portfolio in Review

As of Q4 2024, Fulton Bank held 710 positions worth $2.59B, down 0.97% from $2.62B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q4 2024 filing shows 51 new, 257 increased, 303 reduced and 45 closed positions. Its largest new stake was Bank of Montreal: 14,497 shares worth $1.41M. The largest sale was Microchip Technology, an estimated $3.03M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 11% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Fulton Bank's largest Q4 2024 buy was Bank of Montreal: 14,497 shares worth $1.41M.
  • Fulton Bank added most to Vanguard S&P 500 ETF in Q4 2024, an estimated $9.08M increase.
  • Fulton Bank's biggest Q4 2024 reduction was Microchip Technology, cutting an estimated $3.03M.
  • Fulton Bank fully exited BCE in Q4 2024, selling an estimated $1.83M.
  • Fulton Bank's ten largest holdings make up 31% of its $2.59B portfolio in Q4 2024.
  • Fulton Bank opened 51 new positions and closed 45 in Q4 2024.
  • Fulton Bank's portfolio value fell 0.97% quarter-over-quarter to $2.59B.

Based on Fulton Bank's 13F filing for Q4 2024, filed 8 Jan 2025.