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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
+0.67%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$802M
AUM Growth
–
Cap. Flow
+$806M
Cap. Flow
% of AUM
100.55%
Top 10 Holdings %
Top 10 Hldgs %
40.25%
Holding
312
New
312
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 1000 Value ETF
IWD
|
+$14.2M |
| 2 |
Apple
AAPL
|
+$12.4M |
| 3 |
ExxonMobil
XOM
|
+$12.3M |
| 4 |
Johnson & Johnson
JNJ
|
+$9.05M |
| 5 |
AT&T
T
|
+$8.31M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 6.95% |
| 2 | Technology | 6.49% |
| 3 | Consumer Staples | 5.72% |
| 4 | Energy | 5.69% |
| 5 | Industrials | 4.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
United Airlines
UAL
$38.4B
| $325K | 0.04% |
+10,400
| New | +$331K |
|
177
Ralph Lauren
RL
$22.2B
| $324K | 0.04% |
+1,866
| New | +$328K |
|
178
iShares Russell 3000 ETF
IWV
$19.5B
| $322K | 0.04% |
+3,340
| New | +$320K |
|
|
URS
179
DELISTED
URS CORP
URS
| $320K | 0.04% |
+6,780
| New | +$314K |
|
180
United Parcel Service
UPS
$97.6B
| $318K | 0.04% |
+3,678
| New | +$315K |
|
181
Amphenol
APH
$188B
| $315K | 0.04% |
+32,320
| New | +$310K |
|
182
Canadian Pacific Kansas City
CP
$82B
| $315K | 0.04% |
+12,980
| New | +$327K |
|
183
Centene
CNC
$31.3B
| $312K | 0.04% |
+23,808
| New | +$289K |
|
184
SK Telecom
SKM
$13.7B
| $309K | 0.04% |
+9,245
| New | +$304K |
|
185
Affiliated Managers Group
AMG
$9.46B
| $308K | 0.04% |
+1,879
| New | +$297K |
|
186
Trinity Industries
TRN
$2.97B
| $308K | 0.04% |
+22,271
| New | +$325K |
|
187
Home Depot
HD
$332B
| $306K | 0.04% |
+3,939
| New | +$296K |
|
188
Darling Ingredients
DAR
$9.93B
| $302K | 0.04% |
+16,217
| New | +$300K |
|
189
UnitedHealth
UNH
$382B
| $297K | 0.04% |
+4,525
| New | +$282K |
|
190
York Water
YORW
$505M
| $297K | 0.04% |
+15,593
| New | +$293K |
|
191
AGCO
AGCO
$8.78B
| $296K | 0.04% |
+5,888
| New | +$312K |
|
192
Western Union
WU
$2.57B
| $289K | 0.04% |
+16,872
| New | +$267K |
|
193
Broadridge
BR
$17.2B
| $284K | 0.04% |
+10,688
| New | +$275K |
|
|
WIN
194
DELISTED
Windstream Holdings Inc
WIN
| $284K | 0.04% |
+4,701
| New | +$306K |
|
|
KMP
195
DELISTED
KINDER MORGAN ENER PNTRS L.P.
KMP
| $278K | 0.03% |
+3,255
| New | +$283K |
|
196
Telefônica Brasil
VIV
$22.4B
| $277K | 0.03% |
+12,136
| New | +$310K |
|
|
TGNA
197
DELISTED
TEGNA Inc
TGNA
| $272K | 0.03% |
+21,218
| New | +$240K |
|
|
WFT
198
DELISTED
Weatherford International plc
WFT
| $268K | 0.03% |
+19,565
| New | +$260K |
|
|
TIF
199
DELISTED
Tiffany & Co.
TIF
| $267K | 0.03% |
+3,662
| New | +$273K |
|
200
Southwest Airlines
LUV
$22B
| $263K | 0.03% |
+20,357
| New | +$277K |
|
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Fulton Bank's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Fulton Bank, which disclosed 312 positions worth $802M. Its ten largest holdings account for 40% of the portfolio.
Its largest position is iShares Russell 1000 Value ETF: 171,004 shares worth $14.3M.
By sector, the portfolio is most concentrated in Healthcare at 6.9% of assets, followed by Technology and Consumer Staples.
- Fulton Bank's largest Q2 2013 buy was iShares Russell 1000 Value ETF: 171,004 shares worth $14.3M.
- Fulton Bank's ten largest holdings make up 40% of its $802M portfolio in Q2 2013.
- Fulton Bank disclosed 312 positions in Q2 2013, its first 13F filing on record.
Based on Fulton Bank's 13F filing for Q2 2013, filed 26 Sep 2013.