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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
-1.29%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.48B
AUM Growth
-$117M
Cap. Flow
-$21.8M
Cap. Flow %
-0.88%
Top 10 Hldgs %
31.23%
Holding
694
New
29
Increased
211
Reduced
332
Closed
55

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.54M
2
AMZN icon
Amazon
AMZN
+$1.44M
3
FLEX icon
Flex
FLEX
+$1.23M
4
AMAT icon
Applied Materials
AMAT
+$1.19M
5
TSLA icon
Tesla
TSLA
+$938K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$2.41M
2
AVGO icon
Broadcom
AVGO
+$1.54M
3
AAPL icon
Apple
AAPL
+$1.51M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.16M
5
DE icon
Deere & Co
DE
+$1.06M

Sector Composition

Rank Sector Weight
1 Technology 10.68%
2 Financials 6.51%
3 Healthcare 4.15%
4 Consumer Discretionary 4.1%
5 Communication Services 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MTD icon
151
Mettler-Toledo International
MTD
$28B
$1.59M 0.06%
1,347
-55
-4% -$70.2K
ETR icon
152
Entergy
ETR
$52.9B
$1.59M 0.06%
18,596
-72
-0.4% -$5.93K
SMCO icon
153
Hilton Small-MidCap Opportunity ETF
SMCO
$141M
$1.58M 0.06%
67,056
+25,821
+63% +$656K
PANW icon
154
Palo Alto Networks
PANW
$262B
$1.57M 0.06%
9,176
+219
+2% +$40.5K
NSC icon
155
Norfolk Southern
NSC
$76.8B
$1.56M 0.06%
6,605
-22
-0.3% -$5.36K
BX icon
156
Blackstone
BX
$107B
$1.56M 0.06%
11,136
-66
-0.6% -$10.7K
NOW icon
157
ServiceNow
NOW
$114B
$1.53M 0.06%
9,630
+225
+2% +$43.4K
FLEX icon
158
Flex
FLEX
$41.3B
$1.53M 0.06%
46,264
+31,329
+210% +$1.23M
SPY icon
159
State Street SPDR S&P 500 ETF Trust
SPY
$784B
$1.51M 0.06%
2,691
– –
INTU icon
160
Intuit
INTU
$86.1B
$1.5M 0.06%
2,446
+213
+10% +$128K
ARE icon
161
Alexandria Real Estate Equities
ARE
$9.35B
$1.49M 0.06%
16,088
-77
-0.5% -$7.54K
ANET icon
162
Arista Networks
ANET
$213B
$1.49M 0.06%
19,207
-2,362
-11% -$239K
PGR icon
163
Progressive
PGR
$129B
$1.47M 0.06%
5,205
-778
-13% -$203K
INCY icon
164
Incyte
INCY
$26.2B
$1.46M 0.06%
24,158
-4,834
-17% -$337K
SKYY icon
165
First Trust Cloud Computing ETF
SKYY
$2.82B
$1.44M 0.06%
14,090
-4,459
-24% -$531K
DGRW icon
166
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.7B
$1.43M 0.06%
17,933
+1,516
+9% +$124K
DELL icon
167
Dell
DELL
$252B
$1.43M 0.06%
15,640
+930
+6% +$98.4K
ODFL icon
168
Old Dominion Freight Line
ODFL
$47.5B
$1.42M 0.06%
8,597
-584
-6% -$106K
COR icon
169
Cencora
COR
$62.3B
$1.4M 0.06%
5,049
+65
+1% +$16.3K
MPC icon
170
Marathon Petroleum
MPC
$90.5B
$1.4M 0.06%
9,619
+331
+4% +$49K
BMO icon
171
Bank of Montreal
BMO
$126B
$1.38M 0.06%
14,442
-55
-0.4% -$5.44K
LPLA icon
172
LPL Financial
LPLA
$27.1B
$1.36M 0.06%
4,168
-679
-14% -$236K
WFC icon
173
Wells Fargo
WFC
$263B
$1.33M 0.05%
18,538
-875
-5% -$65.7K
VONV icon
174
Vanguard Russell 1000 Value ETF
VONV
$20.7B
$1.32M 0.05%
16,028
+4,031
+34% +$337K
IJR icon
175
iShares Core S&P Small-Cap ETF
IJR
$110B
$1.32M 0.05%
12,640
-96
-0.8% -$10.8K
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 2025 Portfolio in Review

As of Q1 2025, Fulton Bank held 694 positions worth $2.48B, down 4.5% from $2.59B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q1 2025 filing shows 29 new, 211 increased, 332 reduced and 55 closed positions. Its largest new stake was iShares MSCI ACWI ETF: 6,372 shares worth $742K. The largest sale was NVIDIA, an estimated $2.41M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, down from 12% a quarter earlier, followed by Financials and Healthcare.

  • Fulton Bank's largest Q1 2025 buy was iShares MSCI ACWI ETF: 6,372 shares worth $742K.
  • Fulton Bank added most to Vanguard S&P 500 ETF in Q1 2025, an estimated $2.54M increase.
  • Fulton Bank's biggest Q1 2025 reduction was NVIDIA, cutting an estimated $2.41M.
  • Fulton Bank fully exited Delta Air Lines in Q1 2025, selling an estimated $382K.
  • Fulton Bank's ten largest holdings make up 31% of its $2.48B portfolio in Q1 2025.
  • Fulton Bank opened 29 new positions and closed 55 in Q1 2025.
  • Fulton Bank's portfolio value fell 4.5% quarter-over-quarter to $2.48B.

Based on Fulton Bank's 13F filing for Q1 2025, filed 9 Apr 2025.