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
-1.15%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.14B
AUM Growth
-$139M
Cap. Flow
+$8.21M
Cap. Flow %
0.38%
Top 10 Hldgs %
32.14%
Holding
559
New
24
Increased
203
Reduced
237
Closed
51

Top Buys

Rank Stock Value
1
BMY icon
Bristol-Myers Squibb
BMY
+$2.33M
2
META icon
Meta Platforms (Facebook)
META
+$2M
3
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.82M
4
WBA
Walgreens Boots Alliance
WBA
+$1.33M
5
TTE icon
TotalEnergies
TTE
+$1.29M

Top Sells

Rank Stock Value
1
UL icon
Unilever
UL
+$2.36M
2
PEP icon
PepsiCo
PEP
+$2.05M
3
AAPL icon
Apple
AAPL
+$1.82M
4
CVX icon
Chevron
CVX
+$1.54M
5
UNH icon
UnitedHealth
UNH
+$1.54M

Sector Composition

Rank Sector Weight
1 Technology 8.61%
2 Financials 5.37%
3 Healthcare 4.92%
4 Consumer Discretionary 3.88%
5 Communication Services 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CIBR icon
101
First Trust NASDAQ Cybersecurity ETF
CIBR
$14B
$2.21M 0.1%
41,523
+437
+1% +$21.4K
REGN icon
102
Regeneron Pharmaceuticals
REGN
$69.9B
$2.19M 0.1%
3,141
+96
+3% +$60.7K
TSN icon
103
Tyson Foods
TSN
$21.4B
$2.19M 0.1%
24,467
-459
-2% -$41.9K
EL icon
104
Estee Lauder
EL
$30.1B
$2.19M 0.1%
8,037
+529
+7% +$159K
ULTA icon
105
Ulta Beauty
ULTA
$20.7B
$2.17M 0.1%
5,453
-660
-11% -$248K
VOD icon
106
Vodafone
VOD
$36.4B
$2.13M 0.1%
127,999
-2,590
-2% -$44.2K
HSY icon
107
Hershey
HSY
$36.6B
$2.12M 0.1%
9,801
+8
+0.1% +$1.63K
SKYY icon
108
First Trust Cloud Computing ETF
SKYY
$2.78B
$2.07M 0.1%
22,851
+2,813
+14% +$253K
CTAS icon
109
Cintas
CTAS
$84.4B
$2.03M 0.09%
19,068
-1,712
-8% -$167K
TTE icon
110
TotalEnergies
TTE
$187B
$1.99M 0.09%
39,385
+23,906
+154% +$1.29M
CB icon
111
Chubb
CB
$139B
$1.93M 0.09%
9,004
-348
-4% -$70.7K
COLD icon
112
Americold
COLD
$4.17B
$1.92M 0.09%
68,901
-514
-0.7% -$14.4K
KMB icon
113
Kimberly-Clark
KMB
$37B
$1.91M 0.09%
15,494
+153
+1% +$20.2K
CMI icon
114
Cummins
CMI
$91.3B
$1.8M 0.08%
8,768
-25
-0.3% -$5.41K
CM icon
115
Canadian Imperial Bank of Commerce
CM
$108B
$1.77M 0.08%
29,138
-604
-2% -$38.1K
MDT icon
116
Medtronic
MDT
$108B
$1.75M 0.08%
15,776
+22
+0.1% +$2.32K
DLR icon
117
Digital Realty Trust
DLR
$72.4B
$1.74M 0.08%
12,270
+6,804
+124% +$983K
LMT icon
118
Lockheed Martin
LMT
$134B
$1.74M 0.08%
3,938
-2,393
-38% -$970K
MET icon
119
MetLife
MET
$61.2B
$1.72M 0.08%
24,424
+42
+0.2% +$2.84K
DKS icon
120
Dick's Sporting Goods
DKS
$18.4B
$1.69M 0.08%
16,891
+1,074
+7% +$118K
ROP icon
121
Roper Technologies
ROP
$37.1B
$1.67M 0.08%
3,530
+127
+4% +$57.1K
MTD icon
122
Mettler-Toledo International
MTD
$27B
$1.66M 0.08%
1,210
+91
+8% +$131K
WSM icon
123
Williams-Sonoma
WSM
$27.6B
$1.65M 0.08%
22,810
+2,396
+12% +$181K
AXP icon
124
American Express
AXP
$229B
$1.63M 0.08%
8,688
+207
+2% +$37.4K
MO icon
125
Altria Group
MO
$122B
$1.62M 0.08%
31,066
-1,630
-5% -$83K
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 Q1 2022 Portfolio in Review

As of Q1 2022, Fulton Bank held 559 positions worth $2.14B, down 6.1% from $2.28B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Fulton Bank's Q1 2022 filing shows 24 new, 203 increased, 237 reduced and 51 closed positions. Its largest new stake was Celanese: 8,265 shares worth $1.18M. The largest sale was Unilever, an estimated $2.36M.

By sector, the portfolio is most concentrated in Technology at 8.6% of assets, down from 9% a quarter earlier, followed by Financials and Healthcare.

  • Fulton Bank's largest Q1 2022 buy was Celanese: 8,265 shares worth $1.18M.
  • Fulton Bank added most to Bristol-Myers Squibb in Q1 2022, an estimated $2.33M increase.
  • Fulton Bank's biggest Q1 2022 reduction was Unilever, cutting an estimated $2.36M.
  • Fulton Bank fully exited Regions Financial in Q1 2022, selling an estimated $858K.
  • Fulton Bank's ten largest holdings make up 32% of its $2.14B portfolio in Q1 2022.
  • Fulton Bank opened 24 new positions and closed 51 in Q1 2022.
  • Fulton Bank's portfolio value fell 6.1% quarter-over-quarter to $2.14B.

Based on Fulton Bank's 13F filing for Q1 2022, filed 5 Apr 2022.