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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
-5.18%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.8B
AUM Growth
-$343M
Cap. Flow
-$7.69M
Cap. Flow %
-0.43%
Top 10 Hldgs %
31.46%
Holding
529
New
21
Increased
182
Reduced
242
Closed
45

Top Buys

Rank Stock Value
1
PNC icon
PNC Financial Services
PNC
+$1.47M
2
UL icon
Unilever
UL
+$1.2M
3
CSCO icon
Cisco
CSCO
+$1.07M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$965K
5
VZ icon
Verizon
VZ
+$944K

Top Sells

Rank Stock Value
1
CVX icon
Chevron
CVX
+$2.21M
2
ABBV icon
AbbVie
ABBV
+$1.71M
3
HSY icon
Hershey
HSY
+$1.55M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.42M
5
XOM icon
ExxonMobil
XOM
+$1.34M

Sector Composition

Rank Sector Weight
1 Technology 8.09%
2 Financials 5.5%
3 Healthcare 5.47%
4 Consumer Discretionary 3.66%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EEM icon
101
iShares MSCI Emerging Markets ETF
EEM
$28.4B
$1.91M 0.11%
47,652
-4,506
-9% -$189K
NFLX icon
102
Netflix
NFLX
$295B
$1.89M 0.11%
108,330
-13,420
-11% -$298K
REGN icon
103
Regeneron Pharmaceuticals
REGN
$70.6B
$1.87M 0.1%
3,167
+26
+0.8% +$16.9K
NSC icon
104
Norfolk Southern
NSC
$76.8B
$1.86M 0.1%
8,180
+100
+1% +$24.6K
HBAN icon
105
Huntington Bancshares
HBAN
$34.7B
$1.84M 0.1%
153,054
+445
+0.3% +$5.91K
ULTA icon
106
Ulta Beauty
ULTA
$20.7B
$1.84M 0.1%
4,768
-685
-13% -$272K
COF icon
107
Capital One
COF
$126B
$1.82M 0.1%
17,449
-589
-3% -$72K
CMI icon
108
Cummins
CMI
$90.2B
$1.8M 0.1%
9,300
+532
+6% +$106K
CTAS icon
109
Cintas
CTAS
$84.7B
$1.75M 0.1%
18,748
-320
-2% -$31.2K
URI icon
110
United Rentals
URI
$69.7B
$1.75M 0.1%
7,198
+130
+2% +$38.2K
MET icon
111
MetLife
MET
$61.2B
$1.7M 0.09%
27,037
+2,613
+11% +$173K
CB icon
112
Chubb
CB
$140B
$1.69M 0.09%
8,615
-389
-4% -$80.1K
LMT icon
113
Lockheed Martin
LMT
$134B
$1.69M 0.09%
3,939
+1
+0% +$439
CIBR icon
114
First Trust NASDAQ Cybersecurity ETF
CIBR
$14B
$1.68M 0.09%
41,822
+299
+0.7% +$13.4K
UL icon
115
Unilever
UL
$133B
$1.68M 0.09%
32,645
+23,521
+258% +$1.2M
CLX icon
116
Clorox
CLX
$11.8B
$1.61M 0.09%
11,396
+5,473
+92% +$782K
SKYY icon
117
First Trust Cloud Computing ETF
SKYY
$2.78B
$1.55M 0.09%
23,569
+718
+3% +$52.8K
DTE icon
118
DTE Energy
DTE
$30.8B
$1.49M 0.08%
11,771
+291
+3% +$38K
PPL
119
PPL Corp
PPL
$27.1B
$1.46M 0.08%
53,791
-2,903
-5% -$83.3K
MDT icon
120
Medtronic
MDT
$108B
$1.46M 0.08%
16,207
+431
+3% +$43.7K
ROP icon
121
Roper Technologies
ROP
$37.5B
$1.44M 0.08%
3,651
+121
+3% +$52.6K
VLO icon
122
Valero Energy
VLO
$90.3B
$1.43M 0.08%
13,463
+944
+8% +$112K
AMT icon
123
American Tower
AMT
$77.5B
$1.42M 0.08%
5,557
+48
+0.9% +$12K
MTD icon
124
Mettler-Toledo International
MTD
$26.9B
$1.39M 0.08%
1,212
+2
+0.2% +$2.51K
VRTX icon
125
Vertex Pharmaceuticals
VRTX
$122B
$1.39M 0.08%
4,941
+643
+15% +$172K
3 4
5
6 7

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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 2022 Portfolio in Review

As of Q2 2022, Fulton Bank held 529 positions worth $1.8B, down 16% from $2.14B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q2 2022 filing shows 21 new, 182 increased, 242 reduced and 45 closed positions. Its largest new stake was Amcor: 13,817 shares worth $858K. The largest sale was Chevron, an estimated $2.21M.

By sector, the portfolio is most concentrated in Technology at 8.1% of assets, down from 8.6% a quarter earlier, followed by Financials and Healthcare.

  • Fulton Bank's largest Q2 2022 buy was Amcor: 13,817 shares worth $858K.
  • Fulton Bank added most to PNC Financial Services in Q2 2022, an estimated $1.47M increase.
  • Fulton Bank's biggest Q2 2022 reduction was Chevron, cutting an estimated $2.21M.
  • Fulton Bank fully exited Canadian National Railway in Q2 2022, selling an estimated $483K.
  • Fulton Bank's ten largest holdings make up 31% of its $1.8B portfolio in Q2 2022.
  • Fulton Bank opened 21 new positions and closed 45 in Q2 2022.
  • Fulton Bank's portfolio value fell 16% quarter-over-quarter to $1.8B.

Based on Fulton Bank's 13F filing for Q2 2022, filed 7 Jul 2022.