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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
-1.15%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.14B
AUM Growth
-$139M
Cap. Flow
+$8.21M
Cap. Flow %
0.38%
Top 10 Hldgs %
32.14%
Holding
559
New
24
Increased
203
Reduced
237
Closed
51

Top Buys

Rank Stock Value
1
BMY icon
Bristol-Myers Squibb
BMY
+$2.33M
2
META icon
Meta Platforms (Facebook)
META
+$2M
3
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.82M
4
WBA
Walgreens Boots Alliance
WBA
+$1.33M
5
TTE icon
TotalEnergies
TTE
+$1.29M

Top Sells

Rank Stock Value
1
UL icon
Unilever
UL
+$2.36M
2
PEP icon
PepsiCo
PEP
+$2.05M
3
AAPL icon
Apple
AAPL
+$1.82M
4
CVX icon
Chevron
CVX
+$1.54M
5
UNH icon
UnitedHealth
UNH
+$1.54M

Sector Composition

Rank Sector Weight
1 Technology 8.61%
2 Financials 5.37%
3 Healthcare 4.92%
4 Consumer Discretionary 3.88%
5 Communication Services 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NEE icon
151
NextEra Energy
NEE
$185B
$1.27M 0.06%
14,950
+299
+2% +$24K
CTSH icon
152
Cognizant
CTSH
$22.3B
$1.24M 0.06%
13,845
-81
-0.6% -$7.12K
ODFL icon
153
Old Dominion Freight Line
ODFL
$47.2B
$1.23M 0.06%
8,240
+682
+9% +$106K
DELL icon
154
Dell
DELL
$276B
$1.19M 0.06%
23,741
+14,949
+170% +$834K
SWK icon
155
Stanley Black & Decker
SWK
$14.6B
$1.19M 0.06%
8,494
+175
+2% +$28.9K
YORW icon
156
York Water
YORW
$502M
$1.18M 0.06%
26,333
– –
MMM icon
157
3M
MMM
$91.9B
$1.18M 0.06%
9,500
-6,287
-40% -$836K
CE icon
158
Celanese
CE
$4.87B
$1.18M 0.06%
+8,265
New +$1.26M
A icon
159
Agilent Technologies
A
$38.9B
$1.18M 0.06%
8,909
+143
+2% +$19.7K
ORLY icon
160
O'Reilly Automotive
ORLY
$75.1B
$1.17M 0.05%
25,530
-6,675
-21% -$298K
ACN icon
161
Accenture
ACN
$94.3B
$1.16M 0.05%
3,435
+129
+4% +$43.5K
CAG icon
162
Conagra Brands
CAG
$7.29B
$1.15M 0.05%
+34,346
New +$1.17M
BKNG icon
163
Booking.com
BKNG
$145B
$1.13M 0.05%
12,025
-2,000
-14% -$187K
O icon
164
Realty Income
O
$61.1B
$1.13M 0.05%
16,282
-71
-0.4% -$4.83K
VO icon
165
Vanguard Mid-Cap ETF
VO
$107B
$1.13M 0.05%
18,940
-952
-5% -$55.9K
MS icon
166
Morgan Stanley
MS
$337B
$1.12M 0.05%
12,830
+45
+0.4% +$4.34K
VRTX icon
167
Vertex Pharmaceuticals
VRTX
$122B
$1.12M 0.05%
+4,298
New +$1.02M
DE icon
168
Deere & Co
DE
$169B
$1.1M 0.05%
2,638
-166
-6% -$63.6K
MNST icon
169
Monster Beverage
MNST
$93.2B
$1.08M 0.05%
26,956
-9,406
-26% -$395K
YETI icon
170
Yeti Holdings
YETI
$3.86B
$1.06M 0.05%
17,728
+1,467
+9% +$94.7K
FDX icon
171
FedEx
FDX
$73.5B
$1.04M 0.05%
4,511
+1,376
+44% +$323K
SHW icon
172
Sherwin-Williams
SHW
$80.7B
$1.02M 0.05%
4,085
+257
+7% +$71K
IJK icon
173
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.9B
$1.01M 0.05%
13,112
– –
WAT icon
174
Waters Corp
WAT
$36.4B
$1.01M 0.05%
3,257
+220
+7% +$71.6K
VEA icon
175
Vanguard FTSE Developed Markets ETF
VEA
$227B
$1M 0.05%
20,889
+171
+0.8% +$8.32K
5 6
7
8 9

Similar funds

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 Q1 2022 Portfolio in Review

As of Q1 2022, Fulton Bank held 559 positions worth $2.14B, down 6.1% from $2.28B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Fulton Bank's Q1 2022 filing shows 24 new, 203 increased, 237 reduced and 51 closed positions. Its largest new stake was Celanese: 8,265 shares worth $1.18M. The largest sale was Unilever, an estimated $2.36M.

By sector, the portfolio is most concentrated in Technology at 8.6% of assets, down from 9% a quarter earlier, followed by Financials and Healthcare.

  • Fulton Bank's largest Q1 2022 buy was Celanese: 8,265 shares worth $1.18M.
  • Fulton Bank added most to Bristol-Myers Squibb in Q1 2022, an estimated $2.33M increase.
  • Fulton Bank's biggest Q1 2022 reduction was Unilever, cutting an estimated $2.36M.
  • Fulton Bank fully exited Regions Financial in Q1 2022, selling an estimated $858K.
  • Fulton Bank's ten largest holdings make up 32% of its $2.14B portfolio in Q1 2022.
  • Fulton Bank opened 24 new positions and closed 51 in Q1 2022.
  • Fulton Bank's portfolio value fell 6.1% quarter-over-quarter to $2.14B.

Based on Fulton Bank's 13F filing for Q1 2022, filed 5 Apr 2022.