We are live on ! Find out more
FB

Fulton Bank Portfolio holdings

AUM $3.27B
1-Year Est. Return 17.38%
This Fund
S&P 500
This Quarter Est. Return
-1.29%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.48B
AUM Growth
-$117M
Cap. Flow
-$21.8M
Cap. Flow %
-0.88%
Top 10 Hldgs %
31.23%
Holding
694
New
29
Increased
211
Reduced
332
Closed
55

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.54M
2
AMZN icon
Amazon
AMZN
+$1.44M
3
FLEX icon
Flex
FLEX
+$1.23M
4
AMAT icon
Applied Materials
AMAT
+$1.19M
5
TSLA icon
Tesla
TSLA
+$938K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$2.41M
2
AVGO icon
Broadcom
AVGO
+$1.54M
3
AAPL icon
Apple
AAPL
+$1.51M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.16M
5
DE icon
Deere & Co
DE
+$1.06M

Sector Composition

Rank Sector Weight
1 Technology 10.68%
2 Financials 6.51%
3 Healthcare 4.15%
4 Consumer Discretionary 4.1%
5 Communication Services 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWM icon
76
iShares Russell 2000 ETF
IWM
$80.3B
$3.28M 0.13%
16,422
+224
+1% +$48.6K
TTE icon
77
TotalEnergies
TTE
$187B
$3.27M 0.13%
50,481
+3,163
+7% +$191K
SHW icon
78
Sherwin-Williams
SHW
$80.7B
$3.23M 0.13%
9,260
-516
-5% -$181K
HON icon
79
Honeywell
HON
$77.9B
$3.18M 0.13%
15,914
-2,668
-14% -$540K
TGT icon
80
Target
TGT
$63.7B
$3.11M 0.13%
29,792
-182
-0.6% -$22.7K
SNY icon
81
Sanofi
SNY
$105B
$3.08M 0.12%
55,538
+6,535
+13% +$354K
DKS icon
82
Dick's Sporting Goods
DKS
$18.4B
$3.04M 0.12%
15,082
-901
-6% -$201K
DHI icon
83
D.R. Horton
DHI
$41.3B
$3.02M 0.12%
23,770
+4,387
+23% +$588K
CBRE icon
84
CBRE Group
CBRE
$42.1B
$3.02M 0.12%
23,056
-1,793
-7% -$244K
MCD icon
85
McDonald's
MCD
$192B
$3.01M 0.12%
9,647
-202
-2% -$60.4K
PWR icon
86
Quanta Services
PWR
$93.1B
$2.95M 0.12%
11,621
-986
-8% -$285K
PLD icon
87
Prologis
PLD
$137B
$2.87M 0.12%
25,661
+444
+2% +$51.4K
ENB icon
88
Enbridge
ENB
$121B
$2.87M 0.12%
64,713
– –
CRM icon
89
Salesforce
CRM
$142B
$2.83M 0.11%
10,556
+15
+0.1% +$4.67K
ORLY icon
90
O'Reilly Automotive
ORLY
$75.1B
$2.79M 0.11%
29,265
+15
+0.1% +$1.3K
BKNG icon
91
Booking.com
BKNG
$145B
$2.77M 0.11%
15,050
-50
-0.3% -$9.56K
MET icon
92
MetLife
MET
$61.2B
$2.76M 0.11%
34,422
-1,060
-3% -$88.2K
NGG icon
93
National Grid
NGG
$81.6B
$2.74M 0.11%
43,672
+5,738
+15% +$337K
SO icon
94
Southern Company
SO
$109B
$2.72M 0.11%
29,626
-277
-0.9% -$24K
VTEB icon
95
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
$2.72M 0.11%
54,830
-3,588
-6% -$180K
APTV icon
96
Aptiv
APTV
$12.2B
$2.67M 0.11%
44,862
+9,815
+28% +$622K
WAB icon
97
Wabtec
WAB
$50.8B
$2.66M 0.11%
14,695
-2,335
-14% -$448K
CMI icon
98
Cummins
CMI
$91.3B
$2.6M 0.1%
8,280
-1,138
-12% -$401K
CVS icon
99
CVS Health
CVS
$137B
$2.56M 0.1%
37,803
+4,613
+14% +$276K
IJH icon
100
iShares Core S&P Mid-Cap ETF
IJH
$123B
$2.55M 0.1%
43,777
+198
+0.5% +$12.3K
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 Q1 2025 Portfolio in Review

As of Q1 2025, Fulton Bank held 694 positions worth $2.48B, down 4.5% from $2.59B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q1 2025 filing shows 29 new, 211 increased, 332 reduced and 55 closed positions. Its largest new stake was iShares MSCI ACWI ETF: 6,372 shares worth $742K. The largest sale was NVIDIA, an estimated $2.41M.

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

  • Fulton Bank's largest Q1 2025 buy was iShares MSCI ACWI ETF: 6,372 shares worth $742K.
  • Fulton Bank added most to Vanguard S&P 500 ETF in Q1 2025, an estimated $2.54M increase.
  • Fulton Bank's biggest Q1 2025 reduction was NVIDIA, cutting an estimated $2.41M.
  • Fulton Bank fully exited Delta Air Lines in Q1 2025, selling an estimated $382K.
  • Fulton Bank's ten largest holdings make up 31% of its $2.48B portfolio in Q1 2025.
  • Fulton Bank opened 29 new positions and closed 55 in Q1 2025.
  • Fulton Bank's portfolio value fell 4.5% quarter-over-quarter to $2.48B.

Based on Fulton Bank's 13F filing for Q1 2025, filed 9 Apr 2025.