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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
+2.17%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.42B
AUM Growth
+$73.4M
Cap. Flow
+$29.6M
Cap. Flow %
2.09%
Top 10 Hldgs %
32.66%
Holding
456
New
23
Increased
197
Reduced
186
Closed
21

Top Buys

Rank Stock Value
1
AZN icon
AstraZeneca
AZN
+$1.24M
2
CM icon
Canadian Imperial Bank of Commerce
CM
+$1.22M
3
OXY icon
Occidental Petroleum
OXY
+$1.01M
4
PSA icon
Public Storage
PSA
+$856K
5
CMI icon
Cummins
CMI
+$813K

Top Sells

Rank Stock Value
1
MCD icon
McDonald's
MCD
+$1.91M
2
ABBV icon
AbbVie
ABBV
+$1.53M
3
SNY icon
Sanofi
SNY
+$1.29M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.12M
5
ED icon
Consolidated Edison
ED
+$962K

Sector Composition

Rank Sector Weight
1 Financials 6.23%
2 Technology 5.39%
3 Healthcare 4.33%
4 Communication Services 3.82%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
STZ icon
151
Constellation Brands
STZ
$22.2B
$714K 0.05%
3,122
+143
+5% +$30.9K
UL icon
152
Unilever
UL
$131B
$712K 0.05%
11,439
-685
-6% -$43.4K
AER icon
153
AerCap
AER
$23.9B
$693K 0.05%
13,175
-3
-0% -$156
PPC icon
154
Pilgrim's Pride
PPC
$6.82B
$688K 0.05%
22,148
+1,892
+9% +$61.8K
ICLR icon
155
Icon
ICLR
$12.8B
$677K 0.05%
6,032
-2
-0% -$230
NVDA icon
156
NVIDIA
NVDA
$5.01T
$671K 0.05%
138,760
+4,560
+3% +$22.6K
ADP icon
157
Automatic Data Processing
ADP
$100B
$655K 0.05%
5,595
+1,000
+22% +$114K
AIG icon
158
American International
AIG
$41.9B
$654K 0.05%
10,973
-104
-0.9% -$6.39K
RDS.A
159
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$648K 0.05%
+9,705
New +$612K
LKQ icon
160
LKQ Corp
LKQ
$6.58B
$646K 0.05%
15,887
+1,370
+9% +$52.4K
VEA icon
161
Vanguard FTSE Developed Markets ETF
VEA
$226B
$643K 0.05%
14,332
+3,779
+36% +$167K
NFLX icon
162
Netflix
NFLX
$292B
$642K 0.05%
33,430
+190
+0.6% +$3.66K
IFX
163
DELISTED
INFINEON TECH AG ADS(REP1 ORD)
IFX
$641K 0.05%
23,374
+25
+0.1% +$686
HST icon
164
Host Hotels & Resorts
HST
$16.8B
$635K 0.04%
31,986
+4,082
+15% +$80K
TGT icon
165
Target
TGT
$62.1B
$626K 0.04%
9,602
+1,807
+23% +$109K
UA icon
166
Under Armour Class C
UA
$2.92B
$626K 0.04%
46,956
-3,961
-8% -$51.9K
CPRI icon
167
Capri Holdings
CPRI
$1.77B
$622K 0.04%
9,876
+642
+7% +$35.2K
AZ
168
DELISTED
Allianz Se Sponsored Adr Repstg 1/10 Ord Sh
AZ
$622K 0.04%
27,109
-740
-3% -$17K
NEO icon
169
NeoGenomics
NEO
$1.81B
$621K 0.04%
70,042
– –
TSM icon
170
TSMC
TSM
$2.09T
$604K 0.04%
15,235
-55
-0.4% -$2.23K
TWX
171
DELISTED
Time Warner Inc
TWX
$601K 0.04%
6,572
-617
-9% -$58.3K
CNI icon
172
Canadian National Railway
CNI
$78.5B
$598K 0.04%
7,254
+53
+0.7% +$4.27K
XLI icon
173
State Street Industrial Select Sector SPDR ETF
XLI
$33.9B
$598K 0.04%
7,909
-62
-0.8% -$4.51K
BRK.A icon
174
Berkshire Hathaway Class A
BRK.A
$1.07T
$595K 0.04%
2
– –
CEA
175
DELISTED
China Eastern Airlines
CEA
$589K 0.04%
16,305
+1,003
+7% +$28.2K
5 6
7
8 9

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BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return
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 Q4 2017 Portfolio in Review

As of Q4 2017, Fulton Bank held 456 positions worth $1.42B, up 5.5% from $1.34B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Fulton Bank's Q4 2017 filing shows 23 new, 197 increased, 186 reduced and 21 closed positions. Its largest new stake was Royal Dutch Shell PLC ADS Class A: 9,705 shares worth $648K. The largest sale was McDonald's, an estimated $1.91M.

By sector, the portfolio is most concentrated in Financials at 6.2% of assets, up from 6.2% a quarter earlier, followed by Technology and Healthcare.

  • Fulton Bank's largest Q4 2017 buy was Royal Dutch Shell PLC ADS Class A: 9,705 shares worth $648K.
  • Fulton Bank added most to AstraZeneca in Q4 2017, an estimated $1.24M increase.
  • Fulton Bank's biggest Q4 2017 reduction was McDonald's, cutting an estimated $1.91M.
  • Fulton Bank fully exited China Mobile Limited in Q4 2017, selling an estimated $528K.
  • Fulton Bank's ten largest holdings make up 33% of its $1.42B portfolio in Q4 2017.
  • Fulton Bank opened 23 new positions and closed 21 in Q4 2017.
  • Fulton Bank's portfolio value rose 5.5% quarter-over-quarter to $1.42B.

Based on Fulton Bank's 13F filing for Q4 2017, filed 4 Jan 2018.