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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
+2.7%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.52B
AUM Growth
+$78.6M
Cap. Flow
+$13.3M
Cap. Flow %
0.87%
Top 10 Hldgs %
29.26%
Holding
489
New
48
Increased
184
Reduced
185
Closed
36

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$1.75M
2
AMZN icon
Amazon
AMZN
+$1.44M
3
ABBV icon
AbbVie
ABBV
+$1.41M
4
BA icon
Boeing
BA
+$1.36M
5
FULT icon
Fulton Financial
FULT
+$1.16M

Top Sells

Rank Stock Value
1
AET
Aetna Inc
AET
+$2.51M
2
TJX icon
TJX Companies
TJX
+$1.5M
3
SNY icon
Sanofi
SNY
+$1.32M
4
DIS icon
Walt Disney
DIS
+$1.29M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$997K

Sector Composition

Rank Sector Weight
1 Financials 6.4%
2 Technology 6%
3 Healthcare 4.52%
4 Communication Services 3.11%
5 Consumer Discretionary 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LKQ icon
151
LKQ Corp
LKQ
$6.58B
$924K 0.06%
29,165
+2,417
+9% +$80.3K
LYB icon
152
LyondellBasell Industries
LYB
$19.5B
$912K 0.06%
8,897
+3,719
+72% +$407K
APTV icon
153
Aptiv
APTV
$12B
$910K 0.06%
10,849
+1,245
+13% +$114K
DAL icon
154
Delta Air Lines
DAL
$55.9B
$899K 0.06%
15,544
-544
-3% -$30K
DRI icon
155
Darden Restaurants
DRI
$22.5B
$896K 0.06%
8,057
+112
+1% +$12.6K
GE icon
156
GE Aerospace
GE
$367B
$888K 0.06%
16,402
+171
+1% +$10.5K
USB icon
157
US Bancorp
USB
$99.6B
$878K 0.06%
16,621
+1,018
+7% +$53.9K
VEA icon
158
Vanguard FTSE Developed Markets ETF
VEA
$226B
$875K 0.06%
20,222
+10,202
+102% +$440K
TRV icon
159
Travelers Companies
TRV
$80.8B
$864K 0.06%
6,662
+534
+9% +$68.9K
CPRI icon
160
Capri Holdings
CPRI
$1.77B
$863K 0.06%
12,588
+918
+8% +$64.3K
DXC icon
161
DXC Technology
DXC
$1.63B
$835K 0.05%
8,934
+778
+10% +$68.8K
IWM icon
162
iShares Russell 2000 ETF
IWM
$80.9B
$812K 0.05%
4,820
+2,876
+148% +$486K
ALGN icon
163
Align Technology
ALGN
$12B
$796K 0.05%
2,034
+74
+4% +$27.3K
DFS
164
DELISTED
Discover Financial Services
DFS
$786K 0.05%
10,280
-14
-0.1% -$1.05K
FDX icon
165
FedEx
FDX
$74.5B
$784K 0.05%
3,254
-2,408
-43% -$583K
IEMG icon
166
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$764K 0.05%
+14,749
New +$770K
UNM icon
167
Unum
UNM
$13.8B
$757K 0.05%
19,382
+4,516
+30% +$168K
O icon
168
Realty Income
O
$61.2B
$745K 0.05%
13,509
-217
-2% -$12K
YORW icon
169
York Water
YORW
$505M
$738K 0.05%
24,293
+8,300
+52% +$256K
SWK icon
170
Stanley Black & Decker
SWK
$14.2B
$737K 0.05%
5,032
+418
+9% +$59.5K
RDS.A
171
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$733K 0.05%
10,759
-184
-2% -$12.3K
CAT icon
172
Caterpillar
CAT
$409B
$727K 0.05%
+4,767
New +$674K
CNI icon
173
Canadian National Railway
CNI
$78.3B
$723K 0.05%
8,043
-89
-1% -$7.77K
BDX icon
174
Becton Dickinson
BDX
$43.1B
$703K 0.05%
2,761
– –
ALK icon
175
Alaska Air
ALK
$5.15B
$696K 0.05%
10,113
+714
+8% +$46.3K
5 6
7
8 9

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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
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Fulton Bank's Q3 2018 Portfolio in Review

As of Q3 2018, Fulton Bank held 489 positions worth $1.52B, up 5.4% from $1.44B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Fulton Bank's Q3 2018 filing shows 48 new, 184 increased, 185 reduced and 36 closed positions. Its largest new stake was iShares Core MSCI EAFE ETF: 16,319 shares worth $1.05M. The largest sale was Aetna Inc, an estimated $2.51M.

By sector, the portfolio is most concentrated in Financials at 6.4% of assets, up from 6.3% a quarter earlier, followed by Technology and Healthcare.

  • Fulton Bank's largest Q3 2018 buy was iShares Core MSCI EAFE ETF: 16,319 shares worth $1.05M.
  • Fulton Bank added most to NVIDIA in Q3 2018, an estimated $1.75M increase.
  • Fulton Bank's biggest Q3 2018 reduction was Aetna Inc, cutting an estimated $2.51M.
  • Fulton Bank fully exited Vanguard S&P 500 ETF in Q3 2018, selling an estimated $586K.
  • Fulton Bank's ten largest holdings make up 29% of its $1.52B portfolio in Q3 2018.
  • Fulton Bank opened 48 new positions and closed 36 in Q3 2018.
  • Fulton Bank's portfolio value rose 5.4% quarter-over-quarter to $1.52B.

Based on Fulton Bank's 13F filing for Q3 2018, filed 3 Oct 2018.