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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
+3.17%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.62B
AUM Growth
+$147M
Cap. Flow
+$9.35M
Cap. Flow %
0.36%
Top 10 Hldgs %
31.55%
Holding
682
New
52
Increased
279
Reduced
276
Closed
23

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$4.32M
2
ORCL icon
Oracle
ORCL
+$2.88M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.95M
4
PLD icon
Prologis
PLD
+$1.53M
5
DEO icon
Diageo
DEO
+$1.45M

Top Sells

Rank Stock Value
1
COLD icon
Americold
COLD
+$2.87M
2
INTC icon
Intel
INTC
+$2.25M
3
UNH icon
UnitedHealth
UNH
+$1.99M
4
KMB icon
Kimberly-Clark
KMB
+$1.96M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.74M

Sector Composition

Rank Sector Weight
1 Technology 11.21%
2 Financials 6.17%
3 Healthcare 4.29%
4 Consumer Discretionary 3.99%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ETN icon
151
Eaton
ETN
$152B
$1.72M 0.07%
5,200
-19
-0.4% -$5.8K
BX icon
152
Blackstone
BX
$106B
$1.7M 0.06%
11,099
+118
+1% +$16.4K
KVUE icon
153
Kenvue
KVUE
$37.4B
$1.69M 0.06%
73,094
-780
-1% -$16.2K
PPL
154
PPL Corp
PPL
$27.1B
$1.68M 0.06%
50,673
-1,815
-3% -$55.5K
INTC icon
155
Intel
INTC
$454B
$1.68M 0.06%
71,445
-90,237
-56% -$2.25M
DE icon
156
Deere & Co
DE
$167B
$1.67M 0.06%
4,002
+246
+7% +$92.8K
CM icon
157
Canadian Imperial Bank of Commerce
CM
$108B
$1.66M 0.06%
26,984
-467
-2% -$25.3K
BNY
158
Bank of New York Mellon
BNY
$107B
$1.61M 0.06%
22,386
– –
DECK icon
159
Deckers Outdoor
DECK
$13.7B
$1.59M 0.06%
9,978
+36
+0.4% +$5.49K
SPY icon
160
State Street SPDR S&P 500 ETF Trust
SPY
$782B
$1.58M 0.06%
2,751
-397
-13% -$220K
DEO icon
161
Diageo
DEO
$47.3B
$1.56M 0.06%
+11,120
New +$1.45M
MPC icon
162
Marathon Petroleum
MPC
$89.7B
$1.55M 0.06%
9,510
+208
+2% +$35.2K
FDX icon
163
FedEx
FDX
$74B
$1.54M 0.06%
5,643
-1
-0% -$290
TXN icon
164
Texas Instruments
TXN
$254B
$1.54M 0.06%
7,466
+93
+1% +$18.7K
QCOM icon
165
Qualcomm
QCOM
$177B
$1.54M 0.06%
9,067
+85
+0.9% +$15K
GS icon
166
Goldman Sachs
GS
$310B
$1.54M 0.06%
3,101
+374
+14% +$183K
LRCX icon
167
Lam Research
LRCX
$356B
$1.52M 0.06%
18,570
+5,030
+37% +$437K
ISRG icon
168
Intuitive Surgical
ISRG
$128B
$1.51M 0.06%
3,070
+211
+7% +$98.2K
MO icon
169
Altria Group
MO
$121B
$1.5M 0.06%
29,295
-1,867
-6% -$94.4K
MDT icon
170
Medtronic
MDT
$109B
$1.47M 0.06%
16,326
+937
+6% +$78.8K
NOW icon
171
ServiceNow
NOW
$108B
$1.47M 0.06%
8,205
-240
-3% -$39.5K
A icon
172
Agilent Technologies
A
$39.1B
$1.43M 0.05%
9,624
-283
-3% -$38.7K
PGR icon
173
Progressive
PGR
$125B
$1.41M 0.05%
5,558
-271
-5% -$63K
NKE icon
174
Nike
NKE
$62.4B
$1.41M 0.05%
15,903
-1,800
-10% -$141K
AMAT icon
175
Applied Materials
AMAT
$402B
$1.4M 0.05%
6,936
-791
-10% -$162K
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 Q3 2024 Portfolio in Review

As of Q3 2024, Fulton Bank held 682 positions worth $2.62B, up 5.9% from $2.47B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Fulton Bank's Q3 2024 filing shows 52 new, 279 increased, 276 reduced and 23 closed positions. Its largest new stake was Diageo: 11,120 shares worth $1.56M. The largest sale was Americold, an estimated $2.87M.

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

  • Fulton Bank's largest Q3 2024 buy was Diageo: 11,120 shares worth $1.56M.
  • Fulton Bank added most to Broadcom in Q3 2024, an estimated $4.32M increase.
  • Fulton Bank's biggest Q3 2024 reduction was Americold, cutting an estimated $2.87M.
  • Fulton Bank fully exited Conagra Brands in Q3 2024, selling an estimated $1.17M.
  • Fulton Bank's ten largest holdings make up 32% of its $2.62B portfolio in Q3 2024.
  • Fulton Bank opened 52 new positions and closed 23 in Q3 2024.
  • Fulton Bank's portfolio value rose 5.9% quarter-over-quarter to $2.62B.

Based on Fulton Bank's 13F filing for Q3 2024, filed 7 Oct 2024.