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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
+3.11%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.98B
AUM Growth
+$128M
Cap. Flow
+$22.6M
Cap. Flow %
1.14%
Top 10 Hldgs %
31.47%
Holding
512
New
43
Increased
211
Reduced
189
Closed
33

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$1.57M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.25M
3
AMZN icon
Amazon
AMZN
+$1.07M
4
CCI icon
Crown Castle
CCI
+$1.03M
5
UNH icon
UnitedHealth
UNH
+$908K

Top Sells

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$2.96M
2
ORCL icon
Oracle
ORCL
+$2.66M
3
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.97M
4
MSFT icon
Microsoft
MSFT
+$1.31M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.1M

Sector Composition

Rank Sector Weight
1 Technology 7.57%
2 Financials 5.68%
3 Healthcare 4.23%
4 Consumer Discretionary 3.99%
5 Communication Services 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KMB icon
126
Kimberly-Clark
KMB
$37.8B
$1.51M 0.08%
10,884
-1,089
-9% -$145K
SBUX icon
127
Starbucks
SBUX
$118B
$1.5M 0.08%
13,708
-846
-6% -$88.8K
GS icon
128
Goldman Sachs
GS
$309B
$1.48M 0.07%
4,521
-483
-10% -$150K
BSX icon
129
Boston Scientific
BSX
$69.4B
$1.47M 0.07%
38,056
-2,995
-7% -$113K
ALL icon
130
Allstate
ALL
$69.3B
$1.47M 0.07%
12,790
+52
+0.4% +$5.73K
LLY icon
131
Eli Lilly
LLY
$1.09T
$1.47M 0.07%
7,859
-15,152
-66% -$2.96M
GIS icon
132
General Mills
GIS
$20.2B
$1.46M 0.07%
23,723
-747
-3% -$43.1K
ECL icon
133
Ecolab
ECL
$78.9B
$1.32M 0.07%
6,166
+432
+8% +$91.9K
SWK icon
134
Stanley Black & Decker
SWK
$14.9B
$1.31M 0.07%
6,564
+361
+6% +$65.5K
UNM icon
135
Unum
UNM
$14B
$1.31M 0.07%
46,922
+4,966
+12% +$129K
MNST icon
136
Monster Beverage
MNST
$96.4B
$1.3M 0.07%
28,448
+964
+4% +$43.2K
YORW icon
137
York Water
YORW
$518M
$1.29M 0.07%
26,333
– –
RTX icon
138
RTX Corp
RTX
$293B
$1.29M 0.06%
16,659
+2,136
+15% +$156K
DTE icon
139
DTE Energy
DTE
$30.9B
$1.28M 0.06%
11,316
+826
+8% +$86.7K
QCOM icon
140
Qualcomm
QCOM
$176B
$1.28M 0.06%
9,666
+315
+3% +$45.4K
CF icon
141
CF Industries
CF
$18.8B
$1.28M 0.06%
28,117
+2,000
+8% +$90.4K
AMT icon
142
American Tower
AMT
$81.3B
$1.27M 0.06%
5,303
+179
+3% +$39.9K
TRP icon
143
TC Energy
TRP
$70.6B
$1.26M 0.06%
27,566
-126
-0.5% -$5.59K
GD icon
144
General Dynamics
GD
$106B
$1.24M 0.06%
6,819
+932
+16% +$152K
ORLY icon
145
O'Reilly Automotive
ORLY
$76.3B
$1.23M 0.06%
36,495
+2,745
+8% +$85K
USB icon
146
US Bancorp
USB
$99.7B
$1.22M 0.06%
22,098
+17,516
+382% +$875K
ORCL icon
147
Oracle
ORCL
$345B
$1.2M 0.06%
17,122
-41,029
-71% -$2.66M
AXP icon
148
American Express
AXP
$226B
$1.2M 0.06%
8,450
+527
+7% +$69.6K
NVS icon
149
Novartis
NVS
$303B
$1.15M 0.06%
13,473
+3,160
+31% +$284K
DE icon
150
Deere & Co
DE
$172B
$1.13M 0.06%
3,031
-297
-9% -$97.5K
4 5
6
7 8

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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
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AIP
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NMERB
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HIMC
Heritage Investors Management Corp Bethesda, Maryland $3.29B AUM 26.44% 1-Year Est. Return

Fulton Bank's Q1 2021 Portfolio in Review

As of Q1 2021, Fulton Bank held 512 positions worth $1.98B, up 6.9% from $1.86B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q1 2021 filing shows 43 new, 211 increased, 189 reduced and 33 closed positions. Its largest new stake was Digital Realty Trust: 5,331 shares worth $750K. The largest sale was Eli Lilly, an estimated $2.96M.

By sector, the portfolio is most concentrated in Technology at 7.6% of assets, down from 8% a quarter earlier, followed by Financials and Healthcare.

  • Fulton Bank's largest Q1 2021 buy was Digital Realty Trust: 5,331 shares worth $750K.
  • Fulton Bank added most to Tesla in Q1 2021, an estimated $1.57M increase.
  • Fulton Bank's biggest Q1 2021 reduction was Eli Lilly, cutting an estimated $2.96M.
  • Fulton Bank fully exited Vertex Pharmaceuticals in Q1 2021, selling an estimated $1.1M.
  • Fulton Bank's ten largest holdings make up 31% of its $1.98B portfolio in Q1 2021.
  • Fulton Bank opened 43 new positions and closed 33 in Q1 2021.
  • Fulton Bank's portfolio value rose 6.9% quarter-over-quarter to $1.98B.

Based on Fulton Bank's 13F filing for Q1 2021, filed 5 Apr 2021.