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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
+5.2%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.44B
AUM Growth
+$220M
Cap. Flow
+$10.9M
Cap. Flow %
0.45%
Top 10 Hldgs %
31.1%
Holding
644
New
47
Increased
243
Reduced
289
Closed
30

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.58M
2
VSLU icon
Applied Finance Valuation Large Cap ETF
VSLU
+$2.95M
3
INCY icon
Incyte
INCY
+$1.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.26M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.14M

Top Sells

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$1.75M
2
MDT icon
Medtronic
MDT
+$1.19M
3
ODFL icon
Old Dominion Freight Line
ODFL
+$1.05M
4
NVDA icon
NVIDIA
NVDA
+$911K
5
AMGN icon
Amgen
AMGN
+$895K

Sector Composition

Rank Sector Weight
1 Technology 10.24%
2 Financials 5.87%
3 Healthcare 4.49%
4 Consumer Discretionary 4.11%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SKYY icon
126
First Trust Cloud Computing ETF
SKYY
$2.82B
$2.08M 0.09%
21,792
-69
-0.3% -$6.36K
ETN icon
127
Eaton
ETN
$150B
$2.08M 0.09%
6,656
+867
+15% +$237K
AEP icon
128
American Electric Power
AEP
$72.4B
$2.08M 0.09%
24,167
-189
-0.8% -$15.4K
MPC icon
129
Marathon Petroleum
MPC
$89.3B
$2.07M 0.08%
10,267
-279
-3% -$47.7K
CIBR icon
130
First Trust NASDAQ Cybersecurity ETF
CIBR
$14B
$2.06M 0.08%
36,606
-9
-0% -$506
LMT icon
131
Lockheed Martin
LMT
$134B
$2.06M 0.08%
4,533
-66
-1% -$28.9K
SNY icon
132
Sanofi
SNY
$109B
$2.02M 0.08%
41,662
+3,060
+8% +$149K
XLE icon
133
State Street Energy Select Sector SPDR ETF
XLE
$38.3B
$2.01M 0.08%
42,610
-2,072
-5% -$89K
IJH icon
134
iShares Core S&P Mid-Cap ETF
IJH
$123B
$2M 0.08%
32,912
+2,887
+10% +$163K
IEFA icon
135
iShares Core MSCI EAFE ETF
IEFA
$187B
$1.98M 0.08%
26,616
+1,061
+4% +$75.5K
WBA
136
DELISTED
Walgreens Boots Alliance
WBA
$1.94M 0.08%
89,398
-17,673
-17% -$393K
MTD icon
137
Mettler-Toledo International
MTD
$28.1B
$1.91M 0.08%
1,433
+58
+4% +$71.5K
D icon
138
Dominion Energy
D
$62.1B
$1.85M 0.08%
37,614
-1,014
-3% -$47.4K
BCE icon
139
BCE
BCE
$20.3B
$1.84M 0.08%
54,094
-689
-1% -$26.2K
SHW icon
140
Sherwin-Williams
SHW
$87.4B
$1.82M 0.07%
5,237
+129
+3% +$41.1K
CF icon
141
CF Industries
CF
$18.9B
$1.82M 0.07%
21,837
+1,068
+5% +$85.2K
BURL icon
142
Burlington
BURL
$23.3B
$1.82M 0.07%
7,824
+165
+2% +$33.7K
EEM icon
143
iShares MSCI Emerging Markets ETF
EEM
$28B
$1.79M 0.07%
43,536
-754
-2% -$30K
TRP icon
144
TC Energy
TRP
$70.5B
$1.78M 0.07%
44,344
-112
-0.3% -$4.42K
NSC icon
145
Norfolk Southern
NSC
$76.1B
$1.77M 0.07%
6,957
+1,231
+21% +$305K
BSX icon
146
Boston Scientific
BSX
$68.5B
$1.76M 0.07%
25,629
-18
-0.1% -$1.16K
XLB icon
147
State Street Materials Select Sector SPDR ETF
XLB
$8.82B
$1.74M 0.07%
37,480
-120
-0.3% -$5.16K
LECO icon
148
Lincoln Electric
LECO
$14.6B
$1.74M 0.07%
6,807
+162
+2% +$38.3K
WSM icon
149
Williams-Sonoma
WSM
$27.8B
$1.73M 0.07%
10,928
+238
+2% +$27.6K
VRTX icon
150
Vertex Pharmaceuticals
VRTX
$124B
$1.7M 0.07%
4,064
-44
-1% -$18.6K
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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NMERB
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HIMC
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Fulton Bank's Q1 2024 Portfolio in Review

As of Q1 2024, Fulton Bank held 644 positions worth $2.44B, up 9.9% from $2.22B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q1 2024 filing shows 47 new, 243 increased, 289 reduced and 30 closed positions. Its largest new stake was Incyte: 25,016 shares worth $1.43M. The largest sale was Pfizer, an estimated $1.75M.

By sector, the portfolio is most concentrated in Technology at 10% of assets, up from 10% a quarter earlier, followed by Financials and Healthcare.

  • Fulton Bank's largest Q1 2024 buy was Incyte: 25,016 shares worth $1.43M.
  • Fulton Bank added most to Vanguard S&P 500 ETF in Q1 2024, an estimated $5.58M increase.
  • Fulton Bank's biggest Q1 2024 reduction was Pfizer, cutting an estimated $1.75M.
  • Fulton Bank fully exited Vanguard Information Technology ETF in Q1 2024, selling an estimated $498K.
  • Fulton Bank's ten largest holdings make up 31% of its $2.44B portfolio in Q1 2024.
  • Fulton Bank opened 47 new positions and closed 30 in Q1 2024.
  • Fulton Bank's portfolio value rose 9.9% quarter-over-quarter to $2.44B.

Based on Fulton Bank's 13F filing for Q1 2024, filed 10 Apr 2024.