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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
IJK icon
176
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$1.31M 0.05%
15,764
+854
+6% +$76.9K
AZO icon
177
AutoZone
AZO
$50.9B
$1.31M 0.05%
343
+128
+60% +$442K
TXN icon
178
Texas Instruments
TXN
$253B
$1.3M 0.05%
7,262
-214
-3% -$40.1K
WMB icon
179
Williams Companies
WMB
$85.8B
$1.3M 0.05%
21,770
+1,405
+7% +$80.4K
FE icon
180
FirstEnergy
FE
$28.7B
$1.28M 0.05%
31,687
+17,481
+123% +$696K
VBR icon
181
Vanguard Small-Cap Value ETF
VBR
$37.7B
$1.26M 0.05%
6,774
– –
WEC icon
182
WEC Energy
WEC
$37B
$1.26M 0.05%
11,516
-20
-0.2% -$2.04K
WAT icon
183
Waters Corp
WAT
$37.7B
$1.21M 0.05%
3,284
-176
-5% -$68.1K
LECO icon
184
Lincoln Electric
LECO
$14.6B
$1.19M 0.05%
6,314
-412
-6% -$80.9K
MO icon
185
Altria Group
MO
$125B
$1.18M 0.05%
19,658
-2,938
-13% -$160K
DEO icon
186
Diageo
DEO
$49.4B
$1.17M 0.05%
11,199
+170
+2% +$19.2K
CAT icon
187
Caterpillar
CAT
$387B
$1.16M 0.05%
3,525
+111
+3% +$39.5K
KMB icon
188
Kimberly-Clark
KMB
$37.5B
$1.15M 0.05%
8,099
-493
-6% -$66.4K
EA icon
189
Electronic Arts
EA
$52.4B
$1.15M 0.05%
7,955
-689
-8% -$93K
TXRH icon
190
Texas Roadhouse
TXRH
$13.5B
$1.15M 0.05%
6,872
-773
-10% -$137K
WM icon
191
Waste Management
WM
$96.1B
$1.14M 0.05%
4,933
-1
-0% -$221
AZN icon
192
AstraZeneca
AZN
$267B
$1.12M 0.05%
7,626
+657
+9% +$95.1K
IEMG icon
193
iShares Core MSCI Emerging Markets ETF
IEMG
$147B
$1.11M 0.04%
20,529
+2,013
+11% +$108K
LAD icon
194
Lithia Motors
LAD
$8.17B
$1.1M 0.04%
3,754
-274
-7% -$93.3K
CB icon
195
Chubb
CB
$141B
$1.1M 0.04%
3,645
-258
-7% -$71.7K
HLI icon
196
Houlihan Lokey
HLI
$10.2B
$1.1M 0.04%
6,814
-807
-11% -$139K
MNST icon
197
Monster Beverage
MNST
$95.6B
$1.06M 0.04%
18,120
-928
-5% -$48.4K
XLB icon
198
State Street Materials Select Sector SPDR ETF
XLB
$8.82B
$1.04M 0.04%
24,294
-500
-2% -$21.8K
EMR icon
199
Emerson Electric
EMR
$85B
$1.04M 0.04%
9,520
+518
+6% +$62.5K
DECK icon
200
Deckers Outdoor
DECK
$14.2B
$1.04M 0.04%
9,315
-824
-8% -$133K
6 7
8
9 10

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MWM
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AFG
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PCM
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FEG
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AIP
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NMERB
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HIMC
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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.