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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
+1.63%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.59B
AUM Growth
-$25.3M
Cap. Flow
+$15M
Cap. Flow %
0.58%
Top 10 Hldgs %
31.13%
Holding
710
New
51
Increased
257
Reduced
303
Closed
45

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.08M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.42M
3
AMAT icon
Applied Materials
AMAT
+$2.79M
4
CBRE icon
CBRE Group
CBRE
+$2.52M
5
AVGO icon
Broadcom
AVGO
+$1.58M

Top Sells

Rank Stock Value
1
MCHP icon
Microchip Technology
MCHP
+$3.03M
2
HST icon
Host Hotels & Resorts
HST
+$2.42M
3
BCE icon
BCE
BCE
+$1.83M
4
WMT icon
Walmart Inc
WMT
+$1.31M
5
BTI icon
British American Tobacco
BTI
+$1.24M

Sector Composition

Rank Sector Weight
1 Technology 11.83%
2 Financials 6.52%
3 Consumer Discretionary 4.29%
4 Healthcare 3.9%
5 Communication Services 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COIN icon
176
Coinbase
COIN
$44.1B
$1.37M 0.05%
5,512
+87
+2% +$22.1K
WFC icon
177
Wells Fargo
WFC
$264B
$1.36M 0.05%
19,413
-2,936
-13% -$200K
IJK icon
178
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.9B
$1.36M 0.05%
14,910
+1,070
+8% +$101K
UBER icon
179
Uber
UBER
$139B
$1.35M 0.05%
22,337
+10,357
+86% +$740K
VBR icon
180
Vanguard Small-Cap Value ETF
VBR
$37.3B
$1.34M 0.05%
6,774
– –
DGRW icon
181
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$1.33M 0.05%
16,417
+4,768
+41% +$399K
HLI icon
182
Houlihan Lokey
HLI
$9.75B
$1.32M 0.05%
7,621
+418
+6% +$73.6K
MPC icon
183
Marathon Petroleum
MPC
$91.2B
$1.3M 0.05%
9,288
-222
-2% -$33.9K
WAT icon
184
Waters Corp
WAT
$36.4B
$1.28M 0.05%
3,460
-26
-0.7% -$9.51K
EA icon
185
Electronic Arts
EA
$52.4B
$1.26M 0.05%
8,644
-232
-3% -$35.7K
LECO icon
186
Lincoln Electric
LECO
$14.1B
$1.26M 0.05%
6,726
-115
-2% -$23.2K
A icon
187
Agilent Technologies
A
$38.9B
$1.26M 0.05%
9,372
-252
-3% -$34.5K
CAT icon
188
Caterpillar
CAT
$402B
$1.24M 0.05%
3,414
+1,653
+94% +$641K
ENTG icon
189
Entegris
ENTG
$19.2B
$1.2M 0.05%
12,155
+622
+5% +$65.6K
DDOG icon
190
Datadog
DDOG
$89.7B
$1.19M 0.05%
8,308
-69
-0.8% -$9.48K
MO icon
191
Altria Group
MO
$122B
$1.18M 0.05%
22,596
-6,699
-23% -$357K
HUBB icon
192
Hubbell
HUBB
$26.3B
$1.17M 0.05%
2,796
+48
+2% +$21.4K
JEF icon
193
Jefferies Financial Group
JEF
$13B
$1.16M 0.04%
14,812
-12
-0.1% -$863
ZBRA icon
194
Zebra Technologies
ZBRA
$12.6B
$1.14M 0.04%
2,953
+108
+4% +$41.8K
EME icon
195
Emcor
EME
$33B
$1.13M 0.04%
2,493
+64
+3% +$30.3K
KMB icon
196
Kimberly-Clark
KMB
$37B
$1.13M 0.04%
8,592
-474
-5% -$64.6K
TQQQ icon
197
ProShares UltraPro QQQ
TQQQ
$31.4B
$1.12M 0.04%
28,378
– –
DFS
198
DELISTED
Discover Financial Services
DFS
$1.12M 0.04%
6,480
+84
+1% +$13.8K
COR icon
199
Cencora
COR
$60.5B
$1.12M 0.04%
4,984
-112
-2% -$26.3K
EMR icon
200
Emerson Electric
EMR
$83.6B
$1.12M 0.04%
9,002
+2,205
+32% +$267K
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
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
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Fulton Bank's Q4 2024 Portfolio in Review

As of Q4 2024, Fulton Bank held 710 positions worth $2.59B, down 0.97% from $2.62B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q4 2024 filing shows 51 new, 257 increased, 303 reduced and 45 closed positions. Its largest new stake was Bank of Montreal: 14,497 shares worth $1.41M. The largest sale was Microchip Technology, an estimated $3.03M.

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

  • Fulton Bank's largest Q4 2024 buy was Bank of Montreal: 14,497 shares worth $1.41M.
  • Fulton Bank added most to Vanguard S&P 500 ETF in Q4 2024, an estimated $9.08M increase.
  • Fulton Bank's biggest Q4 2024 reduction was Microchip Technology, cutting an estimated $3.03M.
  • Fulton Bank fully exited BCE in Q4 2024, selling an estimated $1.83M.
  • Fulton Bank's ten largest holdings make up 31% of its $2.59B portfolio in Q4 2024.
  • Fulton Bank opened 51 new positions and closed 45 in Q4 2024.
  • Fulton Bank's portfolio value fell 0.97% quarter-over-quarter to $2.59B.

Based on Fulton Bank's 13F filing for Q4 2024, filed 8 Jan 2025.