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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
+1.83%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.47B
AUM Growth
+$32.1M
Cap. Flow
-$12.3M
Cap. Flow %
-0.5%
Top 10 Hldgs %
31.66%
Holding
657
New
43
Increased
263
Reduced
273
Closed
27

Top Buys

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.54M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.13M
3
META icon
Meta Platforms (Facebook)
META
+$2.05M
4
AMGN icon
Amgen
AMGN
+$1.73M
5
LLY icon
Eli Lilly
LLY
+$1.39M

Top Sells

Rank Stock Value
1
DELL icon
Dell
DELL
+$2.55M
2
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.43M
3
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.37M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.27M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.26M

Sector Composition

Rank Sector Weight
1 Technology 11.39%
2 Financials 5.99%
3 Healthcare 4.4%
4 Consumer Discretionary 3.86%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NKE icon
176
Nike
NKE
$61.9B
$1.33M 0.05%
17,703
-12,438
-41% -$1.16M
NOW icon
177
ServiceNow
NOW
$102B
$1.33M 0.05%
8,445
+1,060
+14% +$156K
CM icon
178
Canadian Imperial Bank of Commerce
CM
$107B
$1.31M 0.05%
27,451
-279
-1% -$13.5K
PKBK icon
179
Parke Bancorp
PKBK
$390M
$1.29M 0.05%
73,905
+25,314
+52% +$414K
A icon
180
Agilent Technologies
A
$39.1B
$1.28M 0.05%
9,907
+148
+2% +$20.7K
IJR icon
181
iShares Core S&P Small-Cap ETF
IJR
$109B
$1.27M 0.05%
11,950
-458
-4% -$49K
ISRG icon
182
Intuitive Surgical
ISRG
$121B
$1.27M 0.05%
2,859
+331
+13% +$132K
LECO icon
183
Lincoln Electric
LECO
$13.8B
$1.26M 0.05%
6,661
-146
-2% -$31.7K
PLD icon
184
Prologis
PLD
$138B
$1.25M 0.05%
11,097
+3,000
+37% +$332K
EA icon
185
Electronic Arts
EA
$52.4B
$1.24M 0.05%
8,891
-134
-1% -$17.7K
VBR icon
186
Vanguard Small-Cap Value ETF
VBR
$37.1B
$1.24M 0.05%
6,774
+950
+16% +$175K
GS icon
187
Goldman Sachs
GS
$313B
$1.23M 0.05%
2,727
+22
+0.8% +$9.65K
MDT icon
188
Medtronic
MDT
$107B
$1.21M 0.05%
15,389
-940
-6% -$77.1K
PGR icon
189
Progressive
PGR
$124B
$1.21M 0.05%
5,829
+311
+6% +$65.1K
TXRH icon
190
Texas Roadhouse
TXRH
$12.7B
$1.21M 0.05%
7,051
-174
-2% -$28.4K
INTU icon
191
Intuit
INTU
$81.1B
$1.2M 0.05%
1,819
+270
+17% +$167K
IJK icon
192
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$1.19M 0.05%
13,540
+1,128
+9% +$99.7K
COIN icon
193
Coinbase
COIN
$41.7B
$1.18M 0.05%
5,322
-78
-1% -$17.9K
XEL icon
194
Xcel Energy
XEL
$51B
$1.17M 0.05%
21,958
+1,428
+7% +$77.7K
CAG icon
195
Conagra Brands
CAG
$7.07B
$1.17M 0.05%
41,125
-643
-2% -$19.3K
XLB icon
196
State Street Materials Select Sector SPDR ETF
XLB
$8.51B
$1.15M 0.05%
26,108
-11,372
-30% -$514K
PANW icon
197
Palo Alto Networks
PANW
$264B
$1.13M 0.05%
6,688
+122
+2% +$18.2K
TT icon
198
Trane Technologies
TT
$106B
$1.13M 0.05%
3,427
+309
+10% +$98.3K
DDOG icon
199
Datadog
DDOG
$87.9B
$1.11M 0.04%
8,566
-1,972
-19% -$239K
AMCR icon
200
Amcor
AMCR
$20.6B
$1.09M 0.04%
22,375
-290
-1% -$14.1K
6 7
8
9 10

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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
NMERB
New Mexico Educational Retirement Board Santa Fe, New Mexico $3.25B AUM 29.39% 1-Year Est. Return
HIMC
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Fulton Bank's Q2 2024 Portfolio in Review

As of Q2 2024, Fulton Bank held 657 positions worth $2.47B, up 1.3% from $2.44B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Fulton Bank's Q2 2024 filing shows 43 new, 263 increased, 273 reduced and 27 closed positions. Its largest new stake was Vanguard Tax-Exempt Bond Index Fund: 27,598 shares worth $1.38M. The largest sale was Dell, an estimated $2.55M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 10% a quarter earlier, followed by Financials and Healthcare.

  • Fulton Bank's largest Q2 2024 buy was Vanguard Tax-Exempt Bond Index Fund: 27,598 shares worth $1.38M.
  • Fulton Bank added most to Berkshire Hathaway Class B in Q2 2024, an estimated $2.54M increase.
  • Fulton Bank's biggest Q2 2024 reduction was Dell, cutting an estimated $2.55M.
  • Fulton Bank fully exited Equitable Holdings in Q2 2024, selling an estimated $840K.
  • Fulton Bank's ten largest holdings make up 32% of its $2.47B portfolio in Q2 2024.
  • Fulton Bank opened 43 new positions and closed 27 in Q2 2024.
  • Fulton Bank's portfolio value rose 1.3% quarter-over-quarter to $2.47B.

Based on Fulton Bank's 13F filing for Q2 2024, filed 9 Jul 2024.