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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
+5.31%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.86B
AUM Growth
+$229M
Cap. Flow
+$28.9M
Cap. Flow %
1.56%
Top 10 Hldgs %
32.4%
Holding
487
New
49
Increased
223
Reduced
164
Closed
18

Top Buys

Rank Stock Value
1
GIS icon
General Mills
GIS
+$1.48M
2
GILD icon
Gilead Sciences
GILD
+$682K
3
KMB icon
Kimberly-Clark
KMB
+$489K
4
AMZN icon
Amazon
AMZN
+$466K
5
MRK icon
Merck
MRK
+$434K

Top Sells

Rank Stock Value
1
UPS icon
United Parcel Service
UPS
+$1.86M
2
GSK icon
GSK
GSK
+$1.59M
3
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.02M
4
AAPL icon
Apple
AAPL
+$809K
5
KO icon
Coca-Cola
KO
+$748K

Sector Composition

Rank Sector Weight
1 Technology 8.05%
2 Financials 5.18%
3 Healthcare 4.64%
4 Consumer Discretionary 3.81%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TFC icon
151
Truist Financial
TFC
$63.5B
$1.07M 0.06%
22,295
+1,428
+7% +$64.7K
RTX icon
152
RTX Corp
RTX
$289B
$1.04M 0.06%
14,523
+1,848
+15% +$121K
ORLY icon
153
O'Reilly Automotive
ORLY
$72.4B
$1.02M 0.05%
33,750
+1,260
+4% +$38K
IR icon
154
Ingersoll Rand
IR
$33B
$1.02M 0.05%
22,291
-610
-3% -$25.2K
CF icon
155
CF Industries
CF
$19.3B
$1.01M 0.05%
26,117
+1,540
+6% +$50.8K
ELV icon
156
Elevance Health
ELV
$81.6B
$984K 0.05%
3,065
-107
-3% -$32.8K
XYZ
157
Block Inc
XYZ
$49.2B
$984K 0.05%
4,519
+170
+4% +$33.2K
NVS icon
158
Novartis
NVS
$301B
$974K 0.05%
10,313
+1,068
+12% +$93.3K
MTD icon
159
Mettler-Toledo International
MTD
$27.9B
$970K 0.05%
851
+15
+2% +$16.4K
UNM icon
160
Unum
UNM
$13.7B
$963K 0.05%
41,956
-1,103
-3% -$22.8K
VRSK icon
161
Verisk Analytics
VRSK
$26.1B
$962K 0.05%
4,633
+120
+3% +$23.3K
AXP icon
162
American Express
AXP
$228B
$958K 0.05%
7,923
-504
-6% -$55.8K
LUV icon
163
Southwest Airlines
LUV
$22.3B
$948K 0.05%
20,348
-1,244
-6% -$53.9K
IJK icon
164
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.7B
$947K 0.05%
13,112
+312
+2% +$20.8K
WSM icon
165
Williams-Sonoma
WSM
$27.5B
$939K 0.05%
18,438
-48
-0.3% -$2.46K
FAST icon
166
Fastenal
FAST
$53.5B
$930K 0.05%
38,080
+818
+2% +$19.3K
DE icon
167
Deere & Co
DE
$162B
$896K 0.05%
3,328
-84
-2% -$20.9K
GD icon
168
General Dynamics
GD
$103B
$876K 0.05%
5,887
+666
+13% +$97.4K
CTSH icon
169
Cognizant
CTSH
$24.3B
$860K 0.05%
10,489
-407
-4% -$31K
ACN icon
170
Accenture
ACN
$99.9B
$859K 0.05%
3,288
+152
+5% +$36.4K
CI icon
171
Cigna
CI
$76.1B
$855K 0.05%
4,108
-75
-2% -$14.7K
SPOT icon
172
Spotify
SPOT
$107B
$852K 0.05%
2,707
+155
+6% +$43.7K
VEA icon
173
Vanguard FTSE Developed Markets ETF
VEA
$230B
$824K 0.04%
17,447
+253
+1% +$11.1K
PLD icon
174
Prologis
PLD
$136B
$819K 0.04%
8,225
-161
-2% -$16.3K
SHW icon
175
Sherwin-Williams
SHW
$83.7B
$804K 0.04%
3,282
+39
+1% +$9.25K
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
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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
HIMC
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FCH
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Fulton Bank's Q4 2020 Portfolio in Review

As of Q4 2020, Fulton Bank held 487 positions worth $1.86B, up 14% from $1.63B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Fulton Bank's Q4 2020 filing shows 49 new, 223 increased, 164 reduced and 18 closed positions. Its largest new stake was General Mills: 24,470 shares worth $1.44M. The largest sale was United Parcel Service, an estimated $1.86M.

By sector, the portfolio is most concentrated in Technology at 8% of assets, down from 8.2% a quarter earlier, followed by Financials and Healthcare.

  • Fulton Bank's largest Q4 2020 buy was General Mills: 24,470 shares worth $1.44M.
  • Fulton Bank added most to Gilead Sciences in Q4 2020, an estimated $682K increase.
  • Fulton Bank's biggest Q4 2020 reduction was United Parcel Service, cutting an estimated $1.86M.
  • Fulton Bank fully exited Immunomedics Inc in Q4 2020, selling an estimated $509K.
  • Fulton Bank's ten largest holdings make up 32% of its $1.86B portfolio in Q4 2020.
  • Fulton Bank opened 49 new positions and closed 18 in Q4 2020.
  • Fulton Bank's portfolio value rose 14% quarter-over-quarter to $1.86B.

Based on Fulton Bank's 13F filing for Q4 2020, filed 7 Jan 2021.