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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
+7.94%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.52B
AUM Growth
+$263M
Cap. Flow
+$8.57M
Cap. Flow %
0.57%
Top 10 Hldgs %
30.92%
Holding
446
New
70
Increased
141
Reduced
187
Closed
24

Top Buys

Rank Stock Value
1
MRK icon
Merck
MRK
+$2.69M
2
MSFT icon
Microsoft
MSFT
+$2.48M
3
LLY icon
Eli Lilly
LLY
+$2.34M
4
ORCL icon
Oracle
ORCL
+$2.33M
5
UNH icon
UnitedHealth
UNH
+$2.08M

Top Sells

Rank Stock Value
1
GILD icon
Gilead Sciences
GILD
+$3.59M
2
AMAT icon
Applied Materials
AMAT
+$1.92M
3
SWKS icon
Skyworks Solutions
SWKS
+$1.81M
4
CMI icon
Cummins
CMI
+$1.77M
5
CTSH icon
Cognizant
CTSH
+$1.63M

Sector Composition

Rank Sector Weight
1 Technology 7.78%
2 Healthcare 5%
3 Financials 4.92%
4 Communication Services 3.8%
5 Consumer Discretionary 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BMY icon
101
Bristol-Myers Squibb
BMY
$128B
$1.49M 0.1%
25,346
-19,245
-43% -$1.15M
CIBR icon
102
First Trust NASDAQ Cybersecurity ETF
CIBR
$14B
$1.49M 0.1%
+45,008
New +$1.36M
COP icon
103
ConocoPhillips
COP
$141B
$1.49M 0.1%
35,336
+1,559
+5% +$63.1K
GPN icon
104
Global Payments
GPN
$23B
$1.48M 0.1%
8,733
+676
+8% +$113K
HBAN icon
105
Huntington Bancshares
HBAN
$34.7B
$1.46M 0.1%
161,256
+18,152
+13% +$161K
ALXN
106
DELISTED
Alexion Pharmaceuticals
ALXN
$1.45M 0.1%
12,932
-132
-1% -$14K
TRV icon
107
Travelers Companies
TRV
$81.4B
$1.45M 0.1%
12,683
+151
+1% +$15.9K
BSX icon
108
Boston Scientific
BSX
$67.6B
$1.42M 0.09%
+40,308
New +$1.45M
ICE icon
109
Intercontinental Exchange
ICE
$84.1B
$1.42M 0.09%
15,458
+12,724
+465% +$1.16M
SIVB
110
DELISTED
SVB Financial Group
SIVB
$1.42M 0.09%
6,571
-535
-8% -$103K
SYK icon
111
Stryker
SYK
$129B
$1.41M 0.09%
+7,832
New +$1.44M
CB icon
112
Chubb
CB
$139B
$1.41M 0.09%
11,116
-1,158
-9% -$134K
MO icon
113
Altria Group
MO
$122B
$1.36M 0.09%
34,713
-15,222
-30% -$594K
ULTA icon
114
Ulta Beauty
ULTA
$20.7B
$1.35M 0.09%
6,632
+155
+2% +$33.3K
EA icon
115
Electronic Arts
EA
$52.4B
$1.34M 0.09%
10,155
-4,121
-29% -$487K
ALL icon
116
Allstate
ALL
$67.3B
$1.33M 0.09%
13,713
-500
-4% -$49.1K
YORW icon
117
York Water
YORW
$502M
$1.3M 0.09%
27,093
– –
TXN icon
118
Texas Instruments
TXN
$255B
$1.3M 0.09%
10,210
+30
+0.3% +$3.5K
BP icon
119
BP
BP
$109B
$1.27M 0.08%
54,628
-25,776
-32% -$619K
AMT icon
120
American Tower
AMT
$77.7B
$1.26M 0.08%
4,894
-120
-2% -$29.7K
KMB icon
121
Kimberly-Clark
KMB
$37B
$1.23M 0.08%
8,702
-5,779
-40% -$798K
TSN icon
122
Tyson Foods
TSN
$21.4B
$1.22M 0.08%
20,361
+3,583
+21% +$217K
LUV icon
123
Southwest Airlines
LUV
$22.2B
$1.21M 0.08%
35,413
+12,167
+52% +$387K
APH icon
124
Amphenol
APH
$184B
$1.21M 0.08%
50,320
+10,936
+28% +$244K
GD icon
125
General Dynamics
GD
$105B
$1.2M 0.08%
+8,040
New +$1.14M
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 2020 Portfolio in Review

As of Q2 2020, Fulton Bank held 446 positions worth $1.52B, up 21% from $1.25B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q2 2020 filing shows 70 new, 141 increased, 187 reduced and 24 closed positions. Its largest new stake was Boston Scientific: 40,308 shares worth $1.42M. The largest sale was Gilead Sciences, an estimated $3.59M.

By sector, the portfolio is most concentrated in Technology at 7.8% of assets, up from 6.9% a quarter earlier, followed by Healthcare and Financials.

  • Fulton Bank's largest Q2 2020 buy was Boston Scientific: 40,308 shares worth $1.42M.
  • Fulton Bank added most to Merck in Q2 2020, an estimated $2.69M increase.
  • Fulton Bank's biggest Q2 2020 reduction was Gilead Sciences, cutting an estimated $3.59M.
  • Fulton Bank fully exited Allergan plc in Q2 2020, selling an estimated $1.35M.
  • Fulton Bank's ten largest holdings make up 31% of its $1.52B portfolio in Q2 2020.
  • Fulton Bank opened 70 new positions and closed 24 in Q2 2020.
  • Fulton Bank's portfolio value rose 21% quarter-over-quarter to $1.52B.

Based on Fulton Bank's 13F filing for Q2 2020, filed 6 Jul 2020.