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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
-4.79%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.26B
AUM Growth
-$266M
Cap. Flow
-$34.1M
Cap. Flow %
-2.72%
Top 10 Hldgs %
29.29%
Holding
467
New
14
Increased
156
Reduced
216
Closed
56

Top Buys

Rank Stock Value
1
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.96M
2
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.93M
3
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.62M
4
CI icon
Cigna
CI
+$1.27M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.16M

Top Sells

Rank Stock Value
1
ESRX
Express Scripts Holding Company
ESRX
+$2.35M
2
PSA icon
Public Storage
PSA
+$1.91M
3
AET
Aetna Inc
AET
+$1.17M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.05M
5
AMZN icon
Amazon
AMZN
+$1.05M

Sector Composition

Rank Sector Weight
1 Financials 6.71%
2 Technology 5.54%
3 Healthcare 4.73%
4 Consumer Staples 3.22%
5 Communication Services 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TMO icon
126
Thermo Fisher Scientific
TMO
$211B
$937K 0.07%
4,185
+145
+4% +$34K
XBI icon
127
State Street SPDR S&P Biotech ETF
XBI
$10.1B
$930K 0.07%
12,955
– –
MNST icon
128
Monster Beverage
MNST
$91.4B
$922K 0.07%
37,474
-14
-0% -$380
PFF icon
129
iShares Preferred and Income Securities ETF
PFF
$13.2B
$892K 0.07%
26,050
– –
AZN icon
130
AstraZeneca
AZN
$263B
$889K 0.07%
11,877
-4,701
-28% -$367K
YORW icon
131
York Water
YORW
$505M
$875K 0.07%
27,293
+3,000
+12% +$96.2K
EA icon
132
Electronic Arts
EA
$52.4B
$873K 0.07%
11,061
+215
+2% +$19.7K
IWM icon
133
iShares Russell 2000 ETF
IWM
$80.9B
$867K 0.07%
6,472
+1,652
+34% +$246K
ECL icon
134
Ecolab
ECL
$75.6B
$855K 0.07%
5,802
-333
-5% -$50.9K
TRV icon
135
Travelers Companies
TRV
$80.8B
$854K 0.07%
7,129
+467
+7% +$58.5K
HBAN icon
136
Huntington Bancshares
HBAN
$35.1B
$852K 0.07%
+71,489
New +$992K
O icon
137
Realty Income
O
$61.2B
$824K 0.07%
13,496
-13
-0.1% -$776
DRI icon
138
Darden Restaurants
DRI
$22.5B
$823K 0.07%
8,236
+179
+2% +$19.1K
LKQ icon
139
LKQ Corp
LKQ
$6.58B
$823K 0.07%
34,693
+5,528
+19% +$150K
KHC icon
140
Kraft Heinz
KHC
$30.4B
$809K 0.06%
18,793
+462
+3% +$23.9K
DAL icon
141
Delta Air Lines
DAL
$55.9B
$781K 0.06%
15,643
+99
+0.6% +$5.39K
AMP icon
142
Ameriprise Financial
AMP
$46.8B
$780K 0.06%
7,472
+137
+2% +$17.2K
AXP icon
143
American Express
AXP
$223B
$774K 0.06%
8,125
-1,534
-16% -$161K
DD icon
144
DuPont de Nemours
DD
$18.6B
$774K 0.06%
5,712
-2,759
-33% -$396K
NSC icon
145
Norfolk Southern
NSC
$78.8B
$766K 0.06%
5,127
-218
-4% -$35.9K
ATVI
146
DELISTED
Activision Blizzard
ATVI
$761K 0.06%
16,340
+778
+5% +$46.6K
STZ icon
147
Constellation Brands
STZ
$22.2B
$760K 0.06%
4,731
+385
+9% +$76.5K
VLO icon
148
Valero Energy
VLO
$89.8B
$734K 0.06%
9,789
+203
+2% +$17.8K
APTV icon
149
Aptiv
APTV
$12B
$727K 0.06%
11,842
+993
+9% +$72K
LYB icon
150
LyondellBasell Industries
LYB
$19.5B
$726K 0.06%
8,730
-167
-2% -$15.3K
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
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FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
AIP
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NMERB
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HIMC
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Fulton Bank's Q4 2018 Portfolio in Review

As of Q4 2018, Fulton Bank held 467 positions worth $1.26B, down 17% from $1.52B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Fulton Bank's Q4 2018 filing shows 14 new, 156 increased, 216 reduced and 56 closed positions. Its largest new stake was Huntington Bancshares: 71,489 shares worth $852K. The largest sale was Express Scripts Holding Company, an estimated $2.35M.

By sector, the portfolio is most concentrated in Financials at 6.7% of assets, up from 6.4% a quarter earlier, followed by Technology and Healthcare.

  • Fulton Bank's largest Q4 2018 buy was Huntington Bancshares: 71,489 shares worth $852K.
  • Fulton Bank added most to iShares MSCI Emerging Markets ETF in Q4 2018, an estimated $2.96M increase.
  • Fulton Bank's biggest Q4 2018 reduction was Amazon, cutting an estimated $1.05M.
  • Fulton Bank fully exited Express Scripts Holding Company in Q4 2018, selling an estimated $2.35M.
  • Fulton Bank's ten largest holdings make up 29% of its $1.26B portfolio in Q4 2018.
  • Fulton Bank opened 14 new positions and closed 56 in Q4 2018.
  • Fulton Bank's portfolio value fell 17% quarter-over-quarter to $1.26B.

Based on Fulton Bank's 13F filing for Q4 2018, filed 3 Jan 2019.