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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
+4.46%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.28B
AUM Growth
+$131M
Cap. Flow
+$25.3M
Cap. Flow %
1.11%
Top 10 Hldgs %
32.15%
Holding
560
New
36
Increased
272
Reduced
182
Closed
25

Top Buys

Rank Stock Value
1
MET icon
MetLife
MET
+$1.53M
2
BTI icon
British American Tobacco
BTI
+$923K
3
MA icon
Mastercard
MA
+$793K
4
BMY icon
Bristol-Myers Squibb
BMY
+$771K
5
TTE icon
TotalEnergies
TTE
+$770K

Top Sells

Rank Stock Value
1
CM icon
Canadian Imperial Bank of Commerce
CM
+$1.69M
2
UNM icon
Unum
UNM
+$1.41M
3
PFE icon
Pfizer
PFE
+$1.16M
4
MSFT icon
Microsoft
MSFT
+$1.03M
5
PEP icon
PepsiCo
PEP
+$891K

Sector Composition

Rank Sector Weight
1 Technology 9%
2 Financials 5.33%
3 Healthcare 4.7%
4 Consumer Discretionary 4.21%
5 Communication Services 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SYK icon
101
Stryker
SYK
$129B
$2.24M 0.1%
8,389
+500
+6% +$131K
AEP icon
102
American Electric Power
AEP
$72.8B
$2.23M 0.1%
25,044
+2,901
+13% +$245K
T icon
103
AT&T
T
$168B
$2.22M 0.1%
119,410
-4,679
-4% -$87.5K
KMB icon
104
Kimberly-Clark
KMB
$37B
$2.19M 0.1%
15,341
+2,412
+19% +$325K
TSN icon
105
Tyson Foods
TSN
$21.7B
$2.17M 0.1%
24,926
+875
+4% +$72K
CIBR icon
106
First Trust NASDAQ Cybersecurity ETF
CIBR
$13.9B
$2.17M 0.1%
41,086
-1,475
-3% -$77.5K
SKYY icon
107
First Trust Cloud Computing ETF
SKYY
$2.78B
$2.09M 0.09%
20,038
-692
-3% -$76.2K
BMY icon
108
Bristol-Myers Squibb
BMY
$128B
$2.04M 0.09%
32,704
+13,137
+67% +$771K
CF icon
109
CF Industries
CF
$18.6B
$2.02M 0.09%
28,588
-454
-2% -$28.4K
VOD icon
110
Vodafone
VOD
$36.4B
$1.95M 0.09%
130,589
+6,717
+5% +$103K
PWR icon
111
Quanta Services
PWR
$91.6B
$1.95M 0.09%
16,992
-777
-4% -$89.6K
RTX icon
112
RTX Corp
RTX
$295B
$1.92M 0.08%
22,367
+1,220
+6% +$106K
REGN icon
113
Regeneron Pharmaceuticals
REGN
$70.5B
$1.92M 0.08%
3,045
+277
+10% +$170K
CMI icon
114
Cummins
CMI
$89.5B
$1.92M 0.08%
8,793
+362
+4% +$82.5K
ALL icon
115
Allstate
ALL
$67.1B
$1.91M 0.08%
16,237
+1,426
+10% +$169K
SBUX icon
116
Starbucks
SBUX
$119B
$1.9M 0.08%
16,275
+1,115
+7% +$126K
MTD icon
117
Mettler-Toledo International
MTD
$27B
$1.9M 0.08%
1,119
+189
+20% +$286K
HSY icon
118
Hershey
HSY
$36.4B
$1.9M 0.08%
9,793
-225
-2% -$40.7K
QCOM icon
119
Qualcomm
QCOM
$176B
$1.86M 0.08%
10,172
-2,418
-19% -$387K
BA icon
120
Boeing
BA
$167B
$1.82M 0.08%
9,044
-632
-7% -$134K
DKS icon
121
Dick's Sporting Goods
DKS
$18.4B
$1.82M 0.08%
15,817
+2,142
+16% +$257K
LPLA icon
122
LPL Financial
LPLA
$26.5B
$1.82M 0.08%
11,348
-886
-7% -$146K
MNST icon
123
Monster Beverage
MNST
$93.2B
$1.75M 0.08%
36,362
+4,930
+16% +$219K
CB icon
124
Chubb
CB
$139B
$1.74M 0.08%
9,352
-18
-0.2% -$3.38K
CM icon
125
Canadian Imperial Bank of Commerce
CM
$107B
$1.73M 0.08%
29,742
-29,024
-49% -$1.69M
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 Q4 2021 Portfolio in Review

As of Q4 2021, Fulton Bank held 560 positions worth $2.28B, up 6.1% from $2.15B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Fulton Bank's Q4 2021 filing shows 36 new, 272 increased, 182 reduced and 25 closed positions. Its largest new stake was MetLife: 24,382 shares worth $1.52M. The largest sale was Canadian Imperial Bank of Commerce, an estimated $1.69M.

By sector, the portfolio is most concentrated in Technology at 9% of assets, up from 8.1% a quarter earlier, followed by Financials and Healthcare.

  • Fulton Bank's largest Q4 2021 buy was MetLife: 24,382 shares worth $1.52M.
  • Fulton Bank added most to British American Tobacco in Q4 2021, an estimated $923K increase.
  • Fulton Bank's biggest Q4 2021 reduction was Canadian Imperial Bank of Commerce, cutting an estimated $1.69M.
  • Fulton Bank fully exited Unum in Q4 2021, selling an estimated $1.41M.
  • Fulton Bank's ten largest holdings make up 32% of its $2.28B portfolio in Q4 2021.
  • Fulton Bank opened 36 new positions and closed 25 in Q4 2021.
  • Fulton Bank's portfolio value rose 6.1% quarter-over-quarter to $2.28B.

Based on Fulton Bank's 13F filing for Q4 2021, filed 5 Jan 2022.