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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 %
100.55%
Top 10 Hldgs %
40.25%
Holding
312
New
312
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IWD icon
iShares Russell 1000 Value ETF
IWD
+$14.2M
2
AAPL icon
Apple
AAPL
+$12.4M
3
XOM icon
ExxonMobil
XOM
+$12.3M
4
JNJ icon
Johnson & Johnson
JNJ
+$9.05M
5
T icon
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
GM icon
201
General Motors
GM
$74.7B
$261K 0.03%
+7,839
New +$248K
RIG icon
202
Transocean
RIG
$5.92B
$261K 0.03%
+5,432
New +$277K
TS icon
203
Tenaris
TS
$29.1B
$261K 0.03%
+6,463
New +$270K
TXN icon
204
Texas Instruments
TXN
$255B
$259K 0.03%
+7,435
New +$266K
MWV
205
DELISTED
MEADWESTVACO CORP
MWV
$259K 0.03%
+7,601
New +$267K
NBR icon
206
Nabors Industries
NBR
$1.23B
$258K 0.03%
+338
New +$268K
THO icon
207
Thor Industries
THO
$3.99B
$254K 0.03%
+5,166
New +$212K
SHW icon
208
Sherwin-Williams
SHW
$78.3B
$253K 0.03%
+4,299
New +$259K
MKC icon
209
McCormick & Company Non-Voting
MKC
$13.4B
$252K 0.03%
+7,170
New +$258K
LUMN icon
210
Lumen
LUMN
$6.53B
$248K 0.03%
+7,013
New +$255K
TLS
211
DELISTED
TELSTRA CRP LTD ADS(RP 5 ORD)
TLS
$247K 0.03%
+11,303
New +$247K
BMO icon
212
Bank of Montreal
BMO
$125B
$242K 0.03%
+4,171
New +$253K
OGE icon
213
OGE Energy
OGE
$10.3B
$237K 0.03%
+6,946
New +$242K
IEX icon
214
IDEX
IEX
$16.5B
$235K 0.03%
+4,360
New +$232K
TGT icon
215
Target
TGT
$62.1B
$234K 0.03%
+3,404
New +$237K
TRI icon
216
Thomson Reuters
TRI
$39.4B
$234K 0.03%
+6,198
New +$240K
CBRE icon
217
CBRE Group
CBRE
$40.8B
$230K 0.03%
+9,833
New +$234K
FLR icon
218
Fluor
FLR
$7.29B
$228K 0.03%
+3,843
New +$234K
MCHP icon
219
Microchip Technology
MCHP
$42.8B
$228K 0.03%
+12,228
New +$223K
SWY
220
DELISTED
SAFEWAY INC
SWY
$228K 0.03%
+10,768
New +$235K
CTXS
221
DELISTED
Citrix Systems Inc
CTXS
$227K 0.03%
+4,729
New +$244K
NFLX icon
222
Netflix
NFLX
$292B
$225K 0.03%
+74,480
New +$221K
ECL icon
223
Ecolab
ECL
$75.6B
$223K 0.03%
+2,625
New +$222K
BFH icon
224
Bread Financial
BFH
$4.21B
$222K 0.03%
+1,541
New +$211K
NDSN icon
225
Nordson
NDSN
$16.5B
$221K 0.03%
+3,190
New +$221K
6 7 8
9
10

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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 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.