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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
-4.79%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.26B
AUM Growth
-$266M
Cap. Flow
-$34.1M
Cap. Flow %
-2.72%
Top 10 Hldgs %
29.29%
Holding
467
New
14
Increased
156
Reduced
216
Closed
56

Top Buys

Rank Stock Value
1
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.96M
2
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.93M
3
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.62M
4
CI icon
Cigna
CI
+$1.27M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.16M

Top Sells

Rank Stock Value
1
ESRX
Express Scripts Holding Company
ESRX
+$2.35M
2
PSA icon
Public Storage
PSA
+$1.91M
3
AET
Aetna Inc
AET
+$1.17M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.05M
5
AMZN icon
Amazon
AMZN
+$1.05M

Sector Composition

Rank Sector Weight
1 Financials 6.71%
2 Technology 5.54%
3 Healthcare 4.73%
4 Consumer Staples 3.22%
5 Communication Services 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SONY icon
201
Sony
SONY
$123B
$398K 0.03%
41,225
-8,585
-17% -$90.8K
CRH icon
202
CRH
CRH
$66.7B
$397K 0.03%
15,032
-1,653
-10% -$46.8K
IWO icon
203
iShares Russell 2000 Growth ETF
IWO
$14.5B
$397K 0.03%
2,366
+756
+47% +$141K
JAZZ icon
204
Jazz Pharmaceuticals
JAZZ
$15.9B
$383K 0.03%
3,093
-354
-10% -$52.5K
SKM icon
205
SK Telecom
SKM
$13.7B
$382K 0.03%
8,638
-4,380
-34% -$195K
NEE icon
206
NextEra Energy
NEE
$187B
$377K 0.03%
8,684
+2,924
+51% +$128K
WSFS icon
207
WSFS Financial
WSFS
$4.1B
$375K 0.03%
9,900
– –
NOV icon
208
NOV
NOV
$7.45B
$371K 0.03%
14,442
+346
+2% +$12K
STE icon
209
Steris
STE
$20.9B
$369K 0.03%
+3,512
New +$392K
IX icon
210
ORIX
IX
$44B
$367K 0.03%
25,630
-3,430
-12% -$53.8K
BIIB icon
211
Biogen
BIIB
$29.9B
$366K 0.03%
1,215
-1,465
-55% -$468K
BAX icon
212
Baxter International
BAX
$11.6B
$358K 0.03%
5,446
+59
+1% +$3.96K
BAP icon
213
Credicorp
BAP
$30.9B
$357K 0.03%
1,610
-198
-11% -$43.8K
IFX
214
DELISTED
INFINEON TECH AG ADS(REP1 ORD)
IFX
$355K 0.03%
17,908
-1,493
-8% -$29.6K
EMR icon
215
Emerson Electric
EMR
$82.9B
$353K 0.03%
5,909
– –
DOV icon
216
Dover
DOV
$27.2B
$351K 0.03%
4,946
+162
+3% +$13.2K
FMC icon
217
FMC
FMC
$1.42B
$348K 0.03%
5,426
+1,030
+23% +$72.2K
MFC icon
218
Manulife Financial
MFC
$72.6B
$347K 0.03%
24,470
-2,090
-8% -$33.1K
TECK icon
219
Teck Resources
TECK
$29.5B
$346K 0.03%
16,065
-1,551
-9% -$33.6K
TFC icon
220
Truist Financial
TFC
$63.2B
$345K 0.03%
7,976
+2,138
+37% +$103K
ZTS icon
221
Zoetis
ZTS
$31.6B
$345K 0.03%
4,030
+36
+0.9% +$3.24K
MGA icon
222
Magna International
MGA
$17.9B
$343K 0.03%
7,556
-665
-8% -$32.2K
SCO
223
DELISTED
SCOR ADS (ORD 1/10 SH FRF 25 P.V.)
SCO
$331K 0.03%
73,562
-44,589
-38% -$201K
CUK
224
DELISTED
Carnival PLC
CUK
$314K 0.03%
6,432
-960
-13% -$54.4K
ACN icon
225
Accenture
ACN
$89.9B
$312K 0.02%
2,217
– –
7 8
9
10 11

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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
Heritage Investors Management Corp Bethesda, Maryland $3.29B AUM 26.44% 1-Year Est. Return

Fulton Bank's Q4 2018 Portfolio in Review

As of Q4 2018, Fulton Bank held 467 positions worth $1.26B, down 17% from $1.52B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Fulton Bank's Q4 2018 filing shows 14 new, 156 increased, 216 reduced and 56 closed positions. Its largest new stake was Huntington Bancshares: 71,489 shares worth $852K. The largest sale was Express Scripts Holding Company, an estimated $2.35M.

By sector, the portfolio is most concentrated in Financials at 6.7% of assets, up from 6.4% a quarter earlier, followed by Technology and Healthcare.

  • Fulton Bank's largest Q4 2018 buy was Huntington Bancshares: 71,489 shares worth $852K.
  • Fulton Bank added most to iShares MSCI Emerging Markets ETF in Q4 2018, an estimated $2.96M increase.
  • Fulton Bank's biggest Q4 2018 reduction was Amazon, cutting an estimated $1.05M.
  • Fulton Bank fully exited Express Scripts Holding Company in Q4 2018, selling an estimated $2.35M.
  • Fulton Bank's ten largest holdings make up 29% of its $1.26B portfolio in Q4 2018.
  • Fulton Bank opened 14 new positions and closed 56 in Q4 2018.
  • Fulton Bank's portfolio value fell 17% quarter-over-quarter to $1.26B.

Based on Fulton Bank's 13F filing for Q4 2018, filed 3 Jan 2019.