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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
+5.31%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.86B
AUM Growth
+$229M
Cap. Flow
+$28.9M
Cap. Flow %
1.56%
Top 10 Hldgs %
32.4%
Holding
487
New
49
Increased
223
Reduced
164
Closed
18

Top Buys

Rank Stock Value
1
GIS icon
General Mills
GIS
+$1.48M
2
GILD icon
Gilead Sciences
GILD
+$682K
3
KMB icon
Kimberly-Clark
KMB
+$489K
4
AMZN icon
Amazon
AMZN
+$466K
5
MRK icon
Merck
MRK
+$434K

Top Sells

Rank Stock Value
1
UPS icon
United Parcel Service
UPS
+$1.86M
2
GSK icon
GSK
GSK
+$1.59M
3
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.02M
4
AAPL icon
Apple
AAPL
+$809K
5
KO icon
Coca-Cola
KO
+$748K

Sector Composition

Rank Sector Weight
1 Technology 8.05%
2 Financials 5.18%
3 Healthcare 4.64%
4 Consumer Discretionary 3.81%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COF icon
126
Capital One
COF
$129B
$1.37M 0.07%
13,837
-342
-2% -$29.1K
RF icon
127
Regions Financial
RF
$26.3B
$1.34M 0.07%
82,979
-3,089
-4% -$44.7K
GS icon
128
Goldman Sachs
GS
$302B
$1.32M 0.07%
5,004
+945
+23% +$210K
SIVB
129
DELISTED
SVB Financial Group
SIVB
$1.32M 0.07%
3,396
-69
-2% -$22.4K
TSN icon
130
Tyson Foods
TSN
$21.4B
$1.3M 0.07%
20,215
+1,082
+6% +$67.3K
PAYC icon
131
Paycom
PAYC
$7.53B
$1.27M 0.07%
2,815
+65
+2% +$25.9K
ETN icon
132
Eaton
ETN
$150B
$1.27M 0.07%
10,576
+510
+5% +$57.6K
MNST icon
133
Monster Beverage
MNST
$95.5B
$1.27M 0.07%
27,484
+1,408
+5% +$59.2K
ECL icon
134
Ecolab
ECL
$78.6B
$1.24M 0.07%
5,734
+466
+9% +$97.4K
C icon
135
Citigroup
C
$222B
$1.24M 0.07%
20,104
+1,670
+9% +$84.9K
LPLA icon
136
LPL Financial
LPLA
$27.1B
$1.24M 0.07%
11,860
+115
+1% +$10.3K
YORW icon
137
York Water
YORW
$501M
$1.23M 0.07%
26,333
-760
-3% -$34.8K
AMT icon
138
American Tower
AMT
$81.3B
$1.15M 0.06%
5,124
+69
+1% +$16K
SGEN
139
DELISTED
Seagen Inc. Common Stock
SGEN
$1.14M 0.06%
6,535
+66
+1% +$12.3K
ATVI
140
DELISTED
Activision Blizzard
ATVI
$1.14M 0.06%
12,303
+39
+0.3% +$3.17K
ALK icon
141
Alaska Air
ALK
$5.27B
$1.14M 0.06%
21,856
+97
+0.4% +$4.36K
AMAT icon
142
Applied Materials
AMAT
$398B
$1.13M 0.06%
13,116
-397
-3% -$29.3K
TRP icon
143
TC Energy
TRP
$70.9B
$1.13M 0.06%
27,692
-289
-1% -$12.3K
MS icon
144
Morgan Stanley
MS
$330B
$1.12M 0.06%
16,314
+55
+0.3% +$3.16K
SWK icon
145
Stanley Black & Decker
SWK
$14.9B
$1.11M 0.06%
6,203
+117
+2% +$20.7K
NEE icon
146
NextEra Energy
NEE
$183B
$1.1M 0.06%
14,269
+1,461
+11% +$109K
VRTX icon
147
Vertex Pharmaceuticals
VRTX
$122B
$1.1M 0.06%
4,640
+257
+6% +$59K
CCI icon
148
Crown Castle
CCI
$33.4B
$1.09M 0.06%
6,881
+1,716
+33% +$278K
ROP icon
149
Roper Technologies
ROP
$38.5B
$1.09M 0.06%
2,533
+130
+5% +$53.4K
DTE icon
150
DTE Energy
DTE
$29.5B
$1.08M 0.06%
10,490
+132
+1% +$13.9K
4 5
6
7 8

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MWM
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AFG
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PCM
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FEG
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AIP
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HIMC
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FCH
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Fulton Bank's Q4 2020 Portfolio in Review

As of Q4 2020, Fulton Bank held 487 positions worth $1.86B, up 14% from $1.63B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Fulton Bank's Q4 2020 filing shows 49 new, 223 increased, 164 reduced and 18 closed positions. Its largest new stake was General Mills: 24,470 shares worth $1.44M. The largest sale was United Parcel Service, an estimated $1.86M.

By sector, the portfolio is most concentrated in Technology at 8% of assets, down from 8.2% a quarter earlier, followed by Financials and Healthcare.

  • Fulton Bank's largest Q4 2020 buy was General Mills: 24,470 shares worth $1.44M.
  • Fulton Bank added most to Gilead Sciences in Q4 2020, an estimated $682K increase.
  • Fulton Bank's biggest Q4 2020 reduction was United Parcel Service, cutting an estimated $1.86M.
  • Fulton Bank fully exited Immunomedics Inc in Q4 2020, selling an estimated $509K.
  • Fulton Bank's ten largest holdings make up 32% of its $1.86B portfolio in Q4 2020.
  • Fulton Bank opened 49 new positions and closed 18 in Q4 2020.
  • Fulton Bank's portfolio value rose 14% quarter-over-quarter to $1.86B.

Based on Fulton Bank's 13F filing for Q4 2020, filed 7 Jan 2021.