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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
+2.7%
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
+$78.6M
Cap. Flow
+$13.3M
Cap. Flow %
0.87%
Top 10 Hldgs %
29.26%
Holding
489
New
48
Increased
184
Reduced
185
Closed
36

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$1.75M
2
AMZN icon
Amazon
AMZN
+$1.44M
3
ABBV icon
AbbVie
ABBV
+$1.41M
4
BA icon
Boeing
BA
+$1.36M
5
FULT icon
Fulton Financial
FULT
+$1.16M

Top Sells

Rank Stock Value
1
AET
Aetna Inc
AET
+$2.51M
2
TJX icon
TJX Companies
TJX
+$1.5M
3
SNY icon
Sanofi
SNY
+$1.32M
4
DIS icon
Walt Disney
DIS
+$1.29M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$997K

Sector Composition

Rank Sector Weight
1 Financials 6.4%
2 Technology 6%
3 Healthcare 4.52%
4 Communication Services 3.11%
5 Consumer Discretionary 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLY icon
126
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.4B
$1.15M 0.08%
19,620
+6,928
+55% +$395K
XLP icon
127
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.2B
$1.14M 0.08%
21,172
+7,868
+59% +$422K
TXN icon
128
Texas Instruments
TXN
$255B
$1.14M 0.07%
10,617
+714
+7% +$79.4K
MNST icon
129
Monster Beverage
MNST
$91.4B
$1.09M 0.07%
37,488
-7,164
-16% -$215K
VLO icon
130
Valero Energy
VLO
$89.8B
$1.09M 0.07%
9,586
-134
-1% -$15.2K
MCK icon
131
McKesson
MCK
$98.5B
$1.09M 0.07%
8,199
+985
+14% +$128K
AMP icon
132
Ameriprise Financial
AMP
$46.8B
$1.08M 0.07%
7,335
+456
+7% +$65.3K
NEO icon
133
NeoGenomics
NEO
$1.81B
$1.07M 0.07%
70,042
– –
AEP icon
134
American Electric Power
AEP
$73.7B
$1.07M 0.07%
15,149
+310
+2% +$22.1K
IEFA icon
135
iShares Core MSCI EAFE ETF
IEFA
$186B
$1.05M 0.07%
+16,319
New +$1.04M
AXP icon
136
American Express
AXP
$223B
$1.03M 0.07%
9,659
+1,114
+13% +$116K
COF icon
137
Capital One
COF
$124B
$1.02M 0.07%
10,783
+165
+2% +$16.1K
MPC icon
138
Marathon Petroleum
MPC
$90.3B
$1.02M 0.07%
12,703
-1,226
-9% -$97K
KHC icon
139
Kraft Heinz
KHC
$30.4B
$1.01M 0.07%
18,331
-343
-2% -$20.5K
TMO icon
140
Thermo Fisher Scientific
TMO
$211B
$986K 0.06%
4,040
+414
+11% +$95.2K
DHR icon
141
Danaher
DHR
$135B
$981K 0.06%
10,179
+1,024
+11% +$93.3K
HSY icon
142
Hershey
HSY
$35.4B
$973K 0.06%
9,538
+200
+2% +$19.8K
PFF icon
143
iShares Preferred and Income Securities ETF
PFF
$13.2B
$967K 0.06%
26,050
– –
NSC icon
144
Norfolk Southern
NSC
$78.8B
$965K 0.06%
5,345
-2,603
-33% -$445K
ECL icon
145
Ecolab
ECL
$75.6B
$961K 0.06%
6,135
+47
+0.8% +$6.97K
STI
146
DELISTED
SunTrust Banks, Inc.
STI
$954K 0.06%
14,289
-385
-3% -$27.5K
WBA
147
DELISTED
Walgreens Boots Alliance
WBA
$950K 0.06%
13,027
+1,927
+17% +$131K
BIIB icon
148
Biogen
BIIB
$29.9B
$947K 0.06%
2,680
+12
+0.4% +$4.13K
QCOM icon
149
Qualcomm
QCOM
$176B
$940K 0.06%
13,051
-13,611
-51% -$896K
STZ icon
150
Constellation Brands
STZ
$22.2B
$937K 0.06%
4,346
-601
-12% -$128K
4 5
6
7 8

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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
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 Q3 2018 Portfolio in Review

As of Q3 2018, Fulton Bank held 489 positions worth $1.52B, up 5.4% from $1.44B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Fulton Bank's Q3 2018 filing shows 48 new, 184 increased, 185 reduced and 36 closed positions. Its largest new stake was iShares Core MSCI EAFE ETF: 16,319 shares worth $1.05M. The largest sale was Aetna Inc, an estimated $2.51M.

By sector, the portfolio is most concentrated in Financials at 6.4% of assets, up from 6.3% a quarter earlier, followed by Technology and Healthcare.

  • Fulton Bank's largest Q3 2018 buy was iShares Core MSCI EAFE ETF: 16,319 shares worth $1.05M.
  • Fulton Bank added most to NVIDIA in Q3 2018, an estimated $1.75M increase.
  • Fulton Bank's biggest Q3 2018 reduction was Aetna Inc, cutting an estimated $2.51M.
  • Fulton Bank fully exited Vanguard S&P 500 ETF in Q3 2018, selling an estimated $586K.
  • Fulton Bank's ten largest holdings make up 29% of its $1.52B portfolio in Q3 2018.
  • Fulton Bank opened 48 new positions and closed 36 in Q3 2018.
  • Fulton Bank's portfolio value rose 5.4% quarter-over-quarter to $1.52B.

Based on Fulton Bank's 13F filing for Q3 2018, filed 3 Oct 2018.