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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
-1.29%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.48B
AUM Growth
-$117M
Cap. Flow
-$21.8M
Cap. Flow %
-0.88%
Top 10 Hldgs %
31.23%
Holding
694
New
29
Increased
211
Reduced
332
Closed
55

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.54M
2
AMZN icon
Amazon
AMZN
+$1.44M
3
FLEX icon
Flex
FLEX
+$1.23M
4
AMAT icon
Applied Materials
AMAT
+$1.19M
5
TSLA icon
Tesla
TSLA
+$938K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$2.41M
2
AVGO icon
Broadcom
AVGO
+$1.54M
3
AAPL icon
Apple
AAPL
+$1.51M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.16M
5
DE icon
Deere & Co
DE
+$1.06M

Sector Composition

Rank Sector Weight
1 Technology 10.68%
2 Financials 6.51%
3 Healthcare 4.15%
4 Consumer Discretionary 4.1%
5 Communication Services 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BLK icon
101
Blackrock
BLK
$165B
$2.55M 0.1%
2,697
-10
-0.4% -$9.8K
HBAN icon
102
Huntington Bancshares
HBAN
$34.7B
$2.53M 0.1%
168,720
-1,324
-0.8% -$21.3K
TFC icon
103
Truist Financial
TFC
$63.7B
$2.51M 0.1%
60,884
-299
-0.5% -$13.3K
T icon
104
AT&T
T
$167B
$2.49M 0.1%
88,170
-2,263
-3% -$56.9K
XEL icon
105
Xcel Energy
XEL
$50.4B
$2.49M 0.1%
35,177
-3
-0% -$204
SYK icon
106
Stryker
SYK
$129B
$2.47M 0.1%
6,625
-998
-13% -$380K
ZTS icon
107
Zoetis
ZTS
$32.2B
$2.37M 0.1%
14,422
+10
+0.1% +$1.66K
STZ icon
108
Constellation Brands
STZ
$22.2B
$2.35M 0.09%
12,789
-2,333
-15% -$424K
TSN icon
109
Tyson Foods
TSN
$21.4B
$2.3M 0.09%
36,064
-1,578
-4% -$92.7K
QQQ icon
110
Invesco QQQ Trust
QQQ
$449B
$2.3M 0.09%
4,895
+110
+2% +$55.9K
SBUX icon
111
Starbucks
SBUX
$118B
$2.26M 0.09%
23,011
+66
+0.3% +$6.82K
VEA icon
112
Vanguard FTSE Developed Markets ETF
VEA
$227B
$2.22M 0.09%
43,627
-2,109
-5% -$107K
NEE icon
113
NextEra Energy
NEE
$185B
$2.21M 0.09%
31,189
+2,198
+8% +$155K
PPL
114
PPL Corp
PPL
$27.1B
$2.2M 0.09%
60,952
+3,919
+7% +$133K
CPRT icon
115
Copart
CPRT
$27.6B
$2.2M 0.09%
38,846
-1,373
-3% -$77.3K
AXP icon
116
American Express
AXP
$226B
$2.17M 0.09%
8,068
-830
-9% -$245K
FAST icon
117
Fastenal
FAST
$54.7B
$2.17M 0.09%
55,836
-5,338
-9% -$200K
USB icon
118
US Bancorp
USB
$98.9B
$2.15M 0.09%
50,963
-108
-0.2% -$4.98K
APP icon
119
Applovin
APP
$139B
$2.12M 0.09%
8,011
-418
-5% -$144K
ITM icon
120
VanEck Intermediate Muni ETF
ITM
$2.14B
$2.06M 0.08%
45,334
+6,936
+18% +$319K
PEG icon
121
Public Service Enterprise Group
PEG
$39.5B
$2.06M 0.08%
25,040
-1,978
-7% -$165K
AEP icon
122
American Electric Power
AEP
$72.7B
$2.04M 0.08%
18,663
-11
-0.1% -$1.11K
PFE icon
123
Pfizer
PFE
$141B
$2.02M 0.08%
79,908
-17,136
-18% -$448K
TRP icon
124
TC Energy
TRP
$71.2B
$2.02M 0.08%
42,869
-180
-0.4% -$8.39K
EEM icon
125
iShares MSCI Emerging Markets ETF
EEM
$28.6B
$2.02M 0.08%
46,127
+1,023
+2% +$44.4K
3 4
5
6 7

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BCI
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MWM
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AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
PCM
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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
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HIMC
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Fulton Bank's Q1 2025 Portfolio in Review

As of Q1 2025, Fulton Bank held 694 positions worth $2.48B, down 4.5% from $2.59B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q1 2025 filing shows 29 new, 211 increased, 332 reduced and 55 closed positions. Its largest new stake was iShares MSCI ACWI ETF: 6,372 shares worth $742K. The largest sale was NVIDIA, an estimated $2.41M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, down from 12% a quarter earlier, followed by Financials and Healthcare.

  • Fulton Bank's largest Q1 2025 buy was iShares MSCI ACWI ETF: 6,372 shares worth $742K.
  • Fulton Bank added most to Vanguard S&P 500 ETF in Q1 2025, an estimated $2.54M increase.
  • Fulton Bank's biggest Q1 2025 reduction was NVIDIA, cutting an estimated $2.41M.
  • Fulton Bank fully exited Delta Air Lines in Q1 2025, selling an estimated $382K.
  • Fulton Bank's ten largest holdings make up 31% of its $2.48B portfolio in Q1 2025.
  • Fulton Bank opened 29 new positions and closed 55 in Q1 2025.
  • Fulton Bank's portfolio value fell 4.5% quarter-over-quarter to $2.48B.

Based on Fulton Bank's 13F filing for Q1 2025, filed 9 Apr 2025.