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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
+1.63%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.59B
AUM Growth
-$25.3M
Cap. Flow
+$15M
Cap. Flow %
0.58%
Top 10 Hldgs %
31.13%
Holding
710
New
51
Increased
257
Reduced
303
Closed
45

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.08M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.42M
3
AMAT icon
Applied Materials
AMAT
+$2.79M
4
CBRE icon
CBRE Group
CBRE
+$2.52M
5
AVGO icon
Broadcom
AVGO
+$1.58M

Top Sells

Rank Stock Value
1
MCHP icon
Microchip Technology
MCHP
+$3.03M
2
HST icon
Host Hotels & Resorts
HST
+$2.42M
3
BCE icon
BCE
BCE
+$1.83M
4
WMT icon
Walmart Inc
WMT
+$1.31M
5
BTI icon
British American Tobacco
BTI
+$1.24M

Sector Composition

Rank Sector Weight
1 Technology 11.83%
2 Financials 6.52%
3 Consumer Discretionary 4.29%
4 Healthcare 3.9%
5 Communication Services 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSN icon
126
Tyson Foods
TSN
$21.7B
$2.16M 0.08%
37,642
-964
-2% -$58.2K
NGG icon
127
National Grid
NGG
$81.7B
$2.16M 0.08%
37,934
-1,446
-4% -$87K
APTV icon
128
Aptiv
APTV
$12.5B
$2.12M 0.08%
35,047
-4,004
-10% -$245K
BSX icon
129
Boston Scientific
BSX
$69.1B
$2.1M 0.08%
23,511
-317
-1% -$27.9K
SBUX icon
130
Starbucks
SBUX
$118B
$2.09M 0.08%
22,945
-1,343
-6% -$130K
CIBR icon
131
First Trust NASDAQ Cybersecurity ETF
CIBR
$14.1B
$2.09M 0.08%
32,885
-750
-2% -$47.1K
NEE icon
132
NextEra Energy
NEE
$187B
$2.08M 0.08%
28,991
+6,437
+29% +$500K
LYB icon
133
LyondellBasell Industries
LYB
$19B
$2.07M 0.08%
27,928
-1,109
-4% -$93.2K
VB icon
134
Vanguard Small-Cap ETF
VB
$80.1B
$2.07M 0.08%
8,614
-40
-0.5% -$9.84K
T icon
135
AT&T
T
$170B
$2.06M 0.08%
90,433
-10,615
-11% -$239K
DECK icon
136
Deckers Outdoor
DECK
$14B
$2.06M 0.08%
10,139
+161
+2% +$29.1K
VUG icon
137
Vanguard Growth ETF
VUG
$216B
$2.04M 0.08%
29,838
– –
TRP icon
138
TC Energy
TRP
$70.4B
$2M 0.08%
43,049
– –
INCY icon
139
Incyte
INCY
$25.7B
$2M 0.08%
28,992
-558
-2% -$39.8K
NOW icon
140
ServiceNow
NOW
$116B
$1.99M 0.08%
9,405
+1,200
+15% +$243K
ISRG icon
141
Intuitive Surgical
ISRG
$131B
$1.97M 0.08%
3,778
+708
+23% +$369K
BX icon
142
Blackstone
BX
$106B
$1.93M 0.07%
11,202
+103
+0.9% +$17.9K
EEM icon
143
iShares MSCI Emerging Markets ETF
EEM
$28.1B
$1.89M 0.07%
45,104
+3,356
+8% +$149K
PPL
144
PPL Corp
PPL
$27.3B
$1.85M 0.07%
57,033
+6,360
+13% +$209K
ITM icon
145
VanEck Intermediate Muni ETF
ITM
$2.15B
$1.77M 0.07%
38,398
+17,726
+86% +$821K
AEP icon
146
American Electric Power
AEP
$72.9B
$1.72M 0.07%
18,674
-785
-4% -$76K
MTD icon
147
Mettler-Toledo International
MTD
$27.9B
$1.72M 0.07%
1,402
-38
-3% -$49.6K
DELL icon
148
Dell
DELL
$248B
$1.7M 0.07%
14,710
-290
-2% -$36.4K
DE icon
149
Deere & Co
DE
$171B
$1.68M 0.06%
3,968
-34
-0.8% -$14.3K
DTE icon
150
DTE Energy
DTE
$30.7B
$1.68M 0.06%
13,923
-1,115
-7% -$138K
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 Q4 2024 Portfolio in Review

As of Q4 2024, Fulton Bank held 710 positions worth $2.59B, down 0.97% from $2.62B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q4 2024 filing shows 51 new, 257 increased, 303 reduced and 45 closed positions. Its largest new stake was Bank of Montreal: 14,497 shares worth $1.41M. The largest sale was Microchip Technology, an estimated $3.03M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 11% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Fulton Bank's largest Q4 2024 buy was Bank of Montreal: 14,497 shares worth $1.41M.
  • Fulton Bank added most to Vanguard S&P 500 ETF in Q4 2024, an estimated $9.08M increase.
  • Fulton Bank's biggest Q4 2024 reduction was Microchip Technology, cutting an estimated $3.03M.
  • Fulton Bank fully exited BCE in Q4 2024, selling an estimated $1.83M.
  • Fulton Bank's ten largest holdings make up 31% of its $2.59B portfolio in Q4 2024.
  • Fulton Bank opened 51 new positions and closed 45 in Q4 2024.
  • Fulton Bank's portfolio value fell 0.97% quarter-over-quarter to $2.59B.

Based on Fulton Bank's 13F filing for Q4 2024, filed 8 Jan 2025.