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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
+3.47%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.91B
AUM Growth
+$129M
Cap. Flow
+$33.4M
Cap. Flow %
1.75%
Top 10 Hldgs %
30.01%
Holding
579
New
56
Increased
247
Reduced
219
Closed
21

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.76M
2
FULT icon
Fulton Financial
FULT
+$1.81M
3
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.36M
4
ETR icon
Entergy
ETR
+$1.28M
5
SNY icon
Sanofi
SNY
+$1.22M

Top Sells

Rank Stock Value
1
GILD icon
Gilead Sciences
GILD
+$2.47M
2
JPM icon
JPMorgan Chase
JPM
+$1.63M
3
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.52M
4
VOD icon
Vodafone
VOD
+$1.46M
5
MRK icon
Merck
MRK
+$1.44M

Sector Composition

Rank Sector Weight
1 Technology 9.44%
2 Financials 5.72%
3 Healthcare 5.22%
4 Consumer Discretionary 3.77%
5 Communication Services 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CF icon
126
CF Industries
CF
$18.9B
$1.69M 0.09%
23,325
+2,037
+10% +$167K
BKNG icon
127
Booking.com
BKNG
$154B
$1.69M 0.09%
15,925
+925
+6% +$90K
USB icon
128
US Bancorp
USB
$100B
$1.66M 0.09%
46,141
+2,948
+7% +$131K
TRP icon
129
TC Energy
TRP
$70.5B
$1.63M 0.09%
41,871
+7,518
+22% +$306K
CB icon
130
Chubb
CB
$141B
$1.62M 0.08%
8,318
-48
-0.6% -$10.1K
QCOM icon
131
Qualcomm
QCOM
$172B
$1.56M 0.08%
12,221
-40
-0.3% -$4.97K
SKYY icon
132
First Trust Cloud Computing ETF
SKYY
$2.82B
$1.52M 0.08%
22,699
-998
-4% -$62.8K
PPL
133
PPL Corp
PPL
$27.3B
$1.51M 0.08%
54,441
+2,161
+4% +$61.2K
BSX icon
134
Boston Scientific
BSX
$68.5B
$1.5M 0.08%
30,059
-1,028
-3% -$48.4K
AXP icon
135
American Express
AXP
$227B
$1.49M 0.08%
9,061
-109
-1% -$18.1K
VRTX icon
136
Vertex Pharmaceuticals
VRTX
$124B
$1.49M 0.08%
4,730
+104
+2% +$31.2K
ODFL icon
137
Old Dominion Freight Line
ODFL
$47.1B
$1.47M 0.08%
8,608
+186
+2% +$31.1K
DLR icon
138
Digital Realty Trust
DLR
$71.5B
$1.46M 0.08%
14,877
-55
-0.4% -$5.8K
CLX icon
139
Clorox
CLX
$12.1B
$1.44M 0.08%
9,122
-2,349
-20% -$352K
WDAY icon
140
Workday
WDAY
$39.4B
$1.44M 0.08%
6,988
+166
+2% +$30.2K
FAST icon
141
Fastenal
FAST
$55.2B
$1.43M 0.08%
53,056
-1,274
-2% -$32.7K
AMCR icon
142
Amcor
AMCR
$21.6B
$1.41M 0.07%
24,711
+5,875
+31% +$336K
CE icon
143
Celanese
CE
$4.77B
$1.4M 0.07%
12,848
-198
-2% -$22.9K
MO icon
144
Altria Group
MO
$125B
$1.37M 0.07%
30,690
-180
-0.6% -$8.28K
ACN icon
145
Accenture
ACN
$101B
$1.36M 0.07%
4,770
-159
-3% -$43.3K
IJR icon
146
iShares Core S&P Small-Cap ETF
IJR
$110B
$1.36M 0.07%
14,066
+7,082
+101% +$708K
EA icon
147
Electronic Arts
EA
$52.4B
$1.35M 0.07%
11,201
-263
-2% -$30.9K
VB icon
148
Vanguard Small-Cap ETF
VB
$80.2B
$1.34M 0.07%
7,078
+311
+5% +$60.3K
LULU icon
149
lululemon athletica
LULU
$13.7B
$1.34M 0.07%
3,678
-56
-1% -$17.6K
GS icon
150
Goldman Sachs
GS
$305B
$1.34M 0.07%
4,089
+3
+0.1% +$1.04K
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
New Mexico Educational Retirement Board Santa Fe, New Mexico $3.25B AUM 29.39% 1-Year Est. Return
HIMC
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Fulton Bank's Q1 2023 Portfolio in Review

As of Q1 2023, Fulton Bank held 579 positions worth $1.91B, up 7.3% from $1.78B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Fulton Bank's Q1 2023 filing shows 56 new, 247 increased, 219 reduced and 21 closed positions. Its largest new stake was Entergy: 24,064 shares worth $1.3M. The largest sale was Gilead Sciences, an estimated $2.47M.

By sector, the portfolio is most concentrated in Technology at 9.4% of assets, up from 8.2% a quarter earlier, followed by Financials and Healthcare.

  • Fulton Bank's largest Q1 2023 buy was Entergy: 24,064 shares worth $1.3M.
  • Fulton Bank added most to iShares Core S&P 500 ETF in Q1 2023, an estimated $2.76M increase.
  • Fulton Bank's biggest Q1 2023 reduction was Gilead Sciences, cutting an estimated $2.47M.
  • Fulton Bank fully exited Vodafone in Q1 2023, selling an estimated $1.46M.
  • Fulton Bank's ten largest holdings make up 30% of its $1.91B portfolio in Q1 2023.
  • Fulton Bank opened 56 new positions and closed 21 in Q1 2023.
  • Fulton Bank's portfolio value rose 7.3% quarter-over-quarter to $1.91B.

Based on Fulton Bank's 13F filing for Q1 2023, filed 6 Apr 2023.