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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
+1.1%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.44B
AUM Growth
+$15.5M
Cap. Flow
+$684K
Cap. Flow %
0.05%
Top 10 Hldgs %
30.4%
Holding
470
New
36
Increased
159
Reduced
211
Closed
29

Top Buys

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$791K
2
KHC icon
Kraft Heinz
KHC
+$746K
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$583K
4
OEF icon
iShares S&P 100 ETF
OEF
+$581K
5
PM icon
Philip Morris
PM
+$532K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$2.13M
2
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.8M
3
MRK icon
Merck
MRK
+$1.7M
4
BCE icon
BCE
BCE
+$782K
5
ABBV icon
AbbVie
ABBV
+$744K

Sector Composition

Rank Sector Weight
1 Financials 6.31%
2 Technology 5.58%
3 Healthcare 4.13%
4 Communication Services 3.44%
5 Consumer Discretionary 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MS icon
101
Morgan Stanley
MS
$337B
$1.47M 0.1%
31,006
+109
+0.4% +$5.7K
AGN
102
DELISTED
Allergan plc
AGN
$1.46M 0.1%
8,734
+479
+6% +$76.9K
HPQ icon
103
HP
HPQ
$23.5B
$1.42M 0.1%
62,599
+5,034
+9% +$112K
UNH icon
104
UnitedHealth
UNH
$382B
$1.42M 0.1%
5,766
-384
-6% -$92.2K
ELV icon
105
Elevance Health
ELV
$81.9B
$1.38M 0.1%
5,778
-169
-3% -$39.1K
LOW icon
106
Lowe's Companies
LOW
$116B
$1.36M 0.09%
14,253
+2,788
+24% +$252K
WELL icon
107
Welltower
WELL
$178B
$1.36M 0.09%
21,617
-929
-4% -$51.8K
VTR icon
108
Ventas
VTR
$48.9B
$1.35M 0.09%
23,647
-1,009
-4% -$52.8K
FDX icon
109
FedEx
FDX
$74.5B
$1.29M 0.09%
5,662
-80
-1% -$19.8K
MNST icon
110
Monster Beverage
MNST
$91.4B
$1.28M 0.09%
44,652
-2,318
-5% -$62.6K
EBAY icon
111
eBay
EBAY
$48.6B
$1.27M 0.09%
34,981
+2,795
+9% +$109K
FISV
112
Fiserv Inc
FISV
$27.2B
$1.27M 0.09%
17,123
+734
+4% +$53.3K
BNY
113
Bank of New York Mellon
BNY
$108B
$1.24M 0.09%
22,985
+213
+0.9% +$11.8K
XBI icon
114
State Street SPDR S&P Biotech ETF
XBI
$10.1B
$1.23M 0.09%
12,955
+75
+0.6% +$6.89K
BMY icon
115
Bristol-Myers Squibb
BMY
$127B
$1.21M 0.08%
21,835
-153
-0.7% -$8.26K
NSC icon
116
Norfolk Southern
NSC
$78.8B
$1.2M 0.08%
7,948
-80
-1% -$11.7K
TT icon
117
Trane Technologies
TT
$106B
$1.2M 0.08%
13,353
-1,289
-9% -$113K
UNP icon
118
Union Pacific
UNP
$183B
$1.2M 0.08%
8,447
+587
+7% +$81.8K
KHC icon
119
Kraft Heinz
KHC
$30.4B
$1.17M 0.08%
18,674
+12,579
+206% +$746K
AMAT icon
120
Applied Materials
AMAT
$426B
$1.14M 0.08%
24,767
-320
-1% -$16.5K
ABT icon
121
Abbott
ABT
$180B
$1.13M 0.08%
18,584
-277
-1% -$16.8K
HST icon
122
Host Hotels & Resorts
HST
$16.8B
$1.12M 0.08%
53,343
+4,277
+9% +$87.3K
ATVI
123
DELISTED
Activision Blizzard
ATVI
$1.12M 0.08%
14,715
-790
-5% -$55.9K
UA icon
124
Under Armour Class C
UA
$2.92B
$1.11M 0.08%
52,505
+733
+1% +$13K
LUV icon
125
Southwest Airlines
LUV
$22.1B
$1.09M 0.08%
21,512
-576
-3% -$30.3K
3 4
5
6 7

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 Q2 2018 Portfolio in Review

As of Q2 2018, Fulton Bank held 470 positions worth $1.44B, up 1.1% from $1.43B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Fulton Bank's Q2 2018 filing shows 36 new, 159 increased, 211 reduced and 29 closed positions. Its largest new stake was Vanguard S&P 500 ETF: 2,350 shares worth $586K. The largest sale was Apple, an estimated $2.13M.

By sector, the portfolio is most concentrated in Financials at 6.3% of assets, down from 6.6% a quarter earlier, followed by Technology and Healthcare.

  • Fulton Bank's largest Q2 2018 buy was Vanguard S&P 500 ETF: 2,350 shares worth $586K.
  • Fulton Bank added most to Pfizer in Q2 2018, an estimated $791K increase.
  • Fulton Bank's biggest Q2 2018 reduction was Apple, cutting an estimated $2.13M.
  • Fulton Bank fully exited Turkcell in Q2 2018, selling an estimated $457K.
  • Fulton Bank's ten largest holdings make up 30% of its $1.44B portfolio in Q2 2018.
  • Fulton Bank opened 36 new positions and closed 29 in Q2 2018.
  • Fulton Bank's portfolio value rose 1.1% quarter-over-quarter to $1.44B.

Based on Fulton Bank's 13F filing for Q2 2018, filed 10 Jul 2018.