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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
+1.83%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.47B
AUM Growth
+$32.1M
Cap. Flow
-$12.3M
Cap. Flow %
-0.5%
Top 10 Hldgs %
31.66%
Holding
657
New
43
Increased
263
Reduced
273
Closed
27

Top Buys

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.54M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.13M
3
META icon
Meta Platforms (Facebook)
META
+$2.05M
4
AMGN icon
Amgen
AMGN
+$1.73M
5
LLY icon
Eli Lilly
LLY
+$1.39M

Top Sells

Rank Stock Value
1
DELL icon
Dell
DELL
+$2.55M
2
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.43M
3
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.37M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.27M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.26M

Sector Composition

Rank Sector Weight
1 Technology 11.39%
2 Financials 5.99%
3 Healthcare 4.4%
4 Consumer Discretionary 3.86%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BURL icon
126
Burlington
BURL
$22B
$1.88M 0.08%
7,827
+3
+0% +$617
SKYY icon
127
First Trust Cloud Computing ETF
SKYY
$2.74B
$1.87M 0.08%
19,605
-2,187
-10% -$204K
ANET icon
128
Arista Networks
ANET
$219B
$1.86M 0.08%
21,256
-1,700
-7% -$126K
BSX icon
129
Boston Scientific
BSX
$65.8B
$1.86M 0.08%
24,142
-1,487
-6% -$109K
INCY icon
130
Incyte
INCY
$23.5B
$1.85M 0.07%
30,554
+5,538
+22% +$314K
CB icon
131
Chubb
CB
$140B
$1.85M 0.07%
7,255
-1,187
-14% -$305K
IJH icon
132
iShares Core S&P Mid-Cap ETF
IJH
$123B
$1.85M 0.07%
31,537
-1,375
-4% -$80.8K
EEM icon
133
iShares MSCI Emerging Markets ETF
EEM
$28B
$1.84M 0.07%
43,261
-275
-0.6% -$11.5K
D icon
134
Dominion Energy
D
$62.5B
$1.84M 0.07%
37,521
-93
-0.2% -$4.74K
AMAT icon
135
Applied Materials
AMAT
$426B
$1.82M 0.07%
7,727
+29
+0.4% +$6.23K
TTD icon
136
Trade Desk
TTD
$8.13B
$1.81M 0.07%
18,493
+1,153
+7% +$104K
VUG icon
137
Vanguard Growth ETF
VUG
$216B
$1.79M 0.07%
28,794
-330
-1% -$19.2K
QCOM icon
138
Qualcomm
QCOM
$176B
$1.79M 0.07%
8,982
-27
-0.3% -$5.1K
VB icon
139
Vanguard Small-Cap ETF
VB
$79.5B
$1.77M 0.07%
8,135
+1,390
+21% +$305K
BCE icon
140
BCE
BCE
$19.9B
$1.73M 0.07%
53,399
-695
-1% -$23.2K
NSC icon
141
Norfolk Southern
NSC
$78.8B
$1.72M 0.07%
8,012
+1,055
+15% +$245K
SPY icon
142
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$1.71M 0.07%
3,148
+643
+26% +$337K
DTE icon
143
DTE Energy
DTE
$31.1B
$1.71M 0.07%
15,361
+267
+2% +$29.8K
ELF icon
144
e.l.f. Beauty
ELF
$4.56B
$1.7M 0.07%
8,083
+4,254
+111% +$756K
SBUX icon
145
Starbucks
SBUX
$118B
$1.7M 0.07%
21,872
+3,999
+22% +$326K
FDX icon
146
FedEx
FDX
$74.5B
$1.69M 0.07%
5,644
-1,647
-23% -$431K
DELL icon
147
Dell
DELL
$283B
$1.69M 0.07%
12,232
-19,031
-61% -$2.55M
ODFL icon
148
Old Dominion Freight Line
ODFL
$48.5B
$1.69M 0.07%
9,545
+4,728
+98% +$892K
TRP icon
149
TC Energy
TRP
$73.5B
$1.66M 0.07%
43,784
-560
-1% -$21.2K
CF icon
150
CF Industries
CF
$19.2B
$1.65M 0.07%
22,201
+364
+2% +$28.3K
4 5
6
7 8

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BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
MWM
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AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
PCM
Prana Capital Management Greenwich, Connecticut $3.29B AUM 2.24% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
NMERB
New Mexico Educational Retirement Board Santa Fe, New Mexico $3.25B AUM 29.39% 1-Year Est. Return
HIMC
Heritage Investors Management Corp Bethesda, Maryland $3.29B AUM 26.44% 1-Year Est. Return

Fulton Bank's Q2 2024 Portfolio in Review

As of Q2 2024, Fulton Bank held 657 positions worth $2.47B, up 1.3% from $2.44B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Fulton Bank's Q2 2024 filing shows 43 new, 263 increased, 273 reduced and 27 closed positions. Its largest new stake was Vanguard Tax-Exempt Bond Index Fund: 27,598 shares worth $1.38M. The largest sale was Dell, an estimated $2.55M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 10% a quarter earlier, followed by Financials and Healthcare.

  • Fulton Bank's largest Q2 2024 buy was Vanguard Tax-Exempt Bond Index Fund: 27,598 shares worth $1.38M.
  • Fulton Bank added most to Berkshire Hathaway Class B in Q2 2024, an estimated $2.54M increase.
  • Fulton Bank's biggest Q2 2024 reduction was Dell, cutting an estimated $2.55M.
  • Fulton Bank fully exited Equitable Holdings in Q2 2024, selling an estimated $840K.
  • Fulton Bank's ten largest holdings make up 32% of its $2.47B portfolio in Q2 2024.
  • Fulton Bank opened 43 new positions and closed 27 in Q2 2024.
  • Fulton Bank's portfolio value rose 1.3% quarter-over-quarter to $2.47B.

Based on Fulton Bank's 13F filing for Q2 2024, filed 9 Jul 2024.