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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
-1.29%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.48B
AUM Growth
-$117M
Cap. Flow
-$21.8M
Cap. Flow %
-0.88%
Top 10 Hldgs %
31.23%
Holding
694
New
29
Increased
211
Reduced
332
Closed
55

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.54M
2
AMZN icon
Amazon
AMZN
+$1.44M
3
FLEX icon
Flex
FLEX
+$1.23M
4
AMAT icon
Applied Materials
AMAT
+$1.19M
5
TSLA icon
Tesla
TSLA
+$938K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$2.41M
2
AVGO icon
Broadcom
AVGO
+$1.54M
3
AAPL icon
Apple
AAPL
+$1.51M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.16M
5
DE icon
Deere & Co
DE
+$1.06M

Sector Composition

Rank Sector Weight
1 Technology 10.68%
2 Financials 6.51%
3 Healthcare 4.15%
4 Consumer Discretionary 4.1%
5 Communication Services 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BSX icon
126
Boston Scientific
BSX
$68.5B
$2.01M 0.08%
19,967
-3,544
-15% -$357K
DHR icon
127
Danaher
DHR
$140B
$2.01M 0.08%
9,797
-719
-7% -$157K
LMT icon
128
Lockheed Martin
LMT
$134B
$2M 0.08%
4,477
-215
-5% -$99K
UPS icon
129
United Parcel Service
UPS
$89.7B
$2M 0.08%
18,141
-430
-2% -$51.4K
KDP icon
130
Keurig Dr Pepper
KDP
$42.3B
$1.94M 0.08%
56,833
+7,486
+15% +$243K
LYB icon
131
LyondellBasell Industries
LYB
$18.8B
$1.94M 0.08%
27,577
-351
-1% -$26.4K
ETN icon
132
Eaton
ETN
$150B
$1.93M 0.08%
7,092
-25
-0.4% -$7.78K
GS icon
133
Goldman Sachs
GS
$305B
$1.93M 0.08%
3,525
-273
-7% -$164K
KVUE icon
134
Kenvue
KVUE
$37.9B
$1.89M 0.08%
78,888
+465
+0.6% +$10.3K
BURL icon
135
Burlington
BURL
$23.3B
$1.89M 0.08%
7,932
-166
-2% -$43K
ISRG icon
136
Intuitive Surgical
ISRG
$130B
$1.88M 0.08%
3,802
+24
+0.6% +$13.3K
VUG icon
137
Vanguard Growth ETF
VUG
$216B
$1.84M 0.07%
29,838
– –
KKR icon
138
KKR & Co
KKR
$92.2B
$1.84M 0.07%
15,875
-1,307
-8% -$180K
UBER icon
139
Uber
UBER
$144B
$1.83M 0.07%
25,121
+2,784
+12% +$201K
VB icon
140
Vanguard Small-Cap ETF
VB
$80.2B
$1.82M 0.07%
8,189
-425
-5% -$101K
DTE icon
141
DTE Energy
DTE
$30.4B
$1.81M 0.07%
13,101
-822
-6% -$105K
O icon
142
Realty Income
O
$61.3B
$1.79M 0.07%
30,873
-3
-0% -$166
REGN icon
143
Regeneron Pharmaceuticals
REGN
$72.9B
$1.78M 0.07%
2,807
-258
-8% -$177K
JMST icon
144
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.12B
$1.78M 0.07%
34,956
+3,922
+13% +$199K
VLO icon
145
Valero Energy
VLO
$88.7B
$1.77M 0.07%
13,400
+45
+0.3% +$5.97K
WSM icon
146
Williams-Sonoma
WSM
$27.8B
$1.74M 0.07%
10,975
-948
-8% -$183K
GE icon
147
GE Aerospace
GE
$377B
$1.73M 0.07%
8,630
+2,742
+47% +$539K
CIBR icon
148
First Trust NASDAQ Cybersecurity ETF
CIBR
$14B
$1.72M 0.07%
27,251
-5,634
-17% -$374K
VYM icon
149
Vanguard High Dividend Yield ETF
VYM
$81.9B
$1.68M 0.07%
13,015
– –
MMM icon
150
3M
MMM
$94.1B
$1.61M 0.07%
10,976
-264
-2% -$38.8K
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
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 Q1 2025 Portfolio in Review

As of Q1 2025, Fulton Bank held 694 positions worth $2.48B, down 4.5% from $2.59B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q1 2025 filing shows 29 new, 211 increased, 332 reduced and 55 closed positions. Its largest new stake was iShares MSCI ACWI ETF: 6,372 shares worth $742K. The largest sale was NVIDIA, an estimated $2.41M.

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

  • Fulton Bank's largest Q1 2025 buy was iShares MSCI ACWI ETF: 6,372 shares worth $742K.
  • Fulton Bank added most to Vanguard S&P 500 ETF in Q1 2025, an estimated $2.54M increase.
  • Fulton Bank's biggest Q1 2025 reduction was NVIDIA, cutting an estimated $2.41M.
  • Fulton Bank fully exited Delta Air Lines in Q1 2025, selling an estimated $382K.
  • Fulton Bank's ten largest holdings make up 31% of its $2.48B portfolio in Q1 2025.
  • Fulton Bank opened 29 new positions and closed 55 in Q1 2025.
  • Fulton Bank's portfolio value fell 4.5% quarter-over-quarter to $2.48B.

Based on Fulton Bank's 13F filing for Q1 2025, filed 9 Apr 2025.