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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
+1.3%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.48B
AUM Growth
+$52.3M
Cap. Flow
+$4.25M
Cap. Flow %
0.29%
Top 10 Hldgs %
29.32%
Holding
445
New
24
Increased
164
Reduced
192
Closed
21

Top Buys

Rank Stock Value
1
SIGI icon
Selective Insurance
SIGI
+$1.78M
2
AMZN icon
Amazon
AMZN
+$1.65M
3
ENB icon
Enbridge
ENB
+$861K
4
RF icon
Regions Financial
RF
+$789K
5
BA icon
Boeing
BA
+$766K

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$1.42M
2
GIS icon
General Mills
GIS
+$1.06M
3
JPM icon
JPMorgan Chase
JPM
+$1.03M
4
PG icon
Procter & Gamble
PG
+$929K
5
D icon
Dominion Energy
D
+$868K

Sector Composition

Rank Sector Weight
1 Financials 6.27%
2 Technology 5.65%
3 Healthcare 4.03%
4 Communication Services 3.29%
5 Consumer Staples 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ETN icon
201
Eaton
ETN
$150B
$416K 0.03%
5,007
-101
-2% -$8.18K
NEE icon
202
NextEra Energy
NEE
$188B
$410K 0.03%
7,996
– –
VWO icon
203
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$409K 0.03%
9,626
-715
-7% -$30.1K
WSFS icon
204
WSFS Financial
WSFS
$4.2B
$409K 0.03%
9,900
– –
STE icon
205
Steris
STE
$22.2B
$407K 0.03%
2,731
-50
-2% -$6.68K
MTD icon
206
Mettler-Toledo International
MTD
$27.9B
$401K 0.03%
478
+2
+0.4% +$1.51K
ACN icon
207
Accenture
ACN
$101B
$397K 0.03%
2,144
-73
-3% -$13.1K
ADBE icon
208
Adobe
ADBE
$99.9B
$394K 0.03%
1,337
+74
+6% +$20.6K
EMR icon
209
Emerson Electric
EMR
$84.9B
$394K 0.03%
5,909
– –
AER icon
210
AerCap
AER
$24B
$393K 0.03%
7,558
-575
-7% -$28.2K
A icon
211
Agilent Technologies
A
$39.6B
$391K 0.03%
5,235
+194
+4% +$14.4K
CHKP icon
212
Check Point Software Technologies
CHKP
$14.1B
$391K 0.03%
3,384
-53
-2% -$6.26K
AKAM icon
213
Akamai
AKAM
$16.3B
$377K 0.03%
4,695
+137
+3% +$10.6K
AZ
214
DELISTED
Allianz Se Sponsored Adr Repstg 1/10 Ord Sh
AZ
$377K 0.03%
15,587
-438
-3% -$10.6K
AON icon
215
Aon
AON
$81.1B
$369K 0.02%
1,916
-35
-2% -$6.34K
SPY icon
216
State Street SPDR S&P 500 ETF Trust
SPY
$785B
$365K 0.02%
1,246
– –
CPAY icon
217
Corpay
CPAY
$25.2B
$361K 0.02%
1,285
+4
+0.3% +$1.05K
VRSK icon
218
Verisk Analytics
VRSK
$28.1B
$359K 0.02%
2,452
-490
-17% -$69.1K
MPC icon
219
Marathon Petroleum
MPC
$89.9B
$355K 0.02%
6,354
-712
-10% -$39K
TSM icon
220
TSMC
TSM
$2.04T
$355K 0.02%
9,051
-352
-4% -$14.5K
MFC icon
221
Manulife Financial
MFC
$73.9B
$346K 0.02%
19,024
-487
-2% -$8.66K
SONY icon
222
Sony
SONY
$133B
$342K 0.02%
32,640
-550
-2% -$5.4K
AZO icon
223
AutoZone
AZO
$50.8B
$335K 0.02%
+304
New +$320K
MRSH
224
Marsh
MRSH
$90.4B
$332K 0.02%
3,335
– –
KSU
225
DELISTED
Kansas City Southern
KSU
$331K 0.02%
+2,715
New +$325K
7 8
9
10 11

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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 Q2 2019 Portfolio in Review

As of Q2 2019, Fulton Bank held 445 positions worth $1.48B, up 3.7% from $1.43B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Fulton Bank's Q2 2019 filing shows 24 new, 164 increased, 192 reduced and 21 closed positions. Its largest new stake was Selective Insurance: 25,000 shares worth $1.87M. The largest sale was Microsoft, an estimated $1.42M.

By sector, the portfolio is most concentrated in Financials at 6.3% of assets, up from 6% a quarter earlier, followed by Technology and Healthcare.

  • Fulton Bank's largest Q2 2019 buy was Selective Insurance: 25,000 shares worth $1.87M.
  • Fulton Bank added most to Amazon in Q2 2019, an estimated $1.65M increase.
  • Fulton Bank's biggest Q2 2019 reduction was Microsoft, cutting an estimated $1.42M.
  • Fulton Bank fully exited SL Green Realty in Q2 2019, selling an estimated $280K.
  • Fulton Bank's ten largest holdings make up 29% of its $1.48B portfolio in Q2 2019.
  • Fulton Bank opened 24 new positions and closed 21 in Q2 2019.
  • Fulton Bank's portfolio value rose 3.7% quarter-over-quarter to $1.48B.

Based on Fulton Bank's 13F filing for Q2 2019, filed 3 Jul 2019.