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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
+7.94%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.52B
AUM Growth
+$263M
Cap. Flow
+$8.57M
Cap. Flow %
0.57%
Top 10 Hldgs %
30.92%
Holding
446
New
70
Increased
141
Reduced
187
Closed
24

Top Buys

Rank Stock Value
1
MRK icon
Merck
MRK
+$2.69M
2
MSFT icon
Microsoft
MSFT
+$2.48M
3
LLY icon
Eli Lilly
LLY
+$2.34M
4
ORCL icon
Oracle
ORCL
+$2.33M
5
UNH icon
UnitedHealth
UNH
+$2.08M

Top Sells

Rank Stock Value
1
GILD icon
Gilead Sciences
GILD
+$3.59M
2
AMAT icon
Applied Materials
AMAT
+$1.92M
3
SWKS icon
Skyworks Solutions
SWKS
+$1.81M
4
CMI icon
Cummins
CMI
+$1.77M
5
CTSH icon
Cognizant
CTSH
+$1.63M

Sector Composition

Rank Sector Weight
1 Technology 7.78%
2 Healthcare 5%
3 Financials 4.92%
4 Communication Services 3.8%
5 Consumer Discretionary 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LRCX icon
201
Lam Research
LRCX
$375B
$425K 0.03%
13,140
+3,670
+39% +$100K
AIG icon
202
American International
AIG
$42.3B
$423K 0.03%
13,555
-167
-1% -$4.69K
DKS icon
203
Dick's Sporting Goods
DKS
$18.5B
$420K 0.03%
+10,176
New +$323K
MU icon
204
Micron Technology
MU
$1.05T
$419K 0.03%
8,149
+1,744
+27% +$82.2K
EW icon
205
Edwards Lifesciences
EW
$47.9B
$418K 0.03%
6,045
-21,441
-78% -$1.52M
CPRT icon
206
Copart
CPRT
$26.5B
$415K 0.03%
19,916
+4,024
+25% +$80.8K
SHW icon
207
Sherwin-Williams
SHW
$80.5B
$413K 0.03%
2,145
+210
+11% +$37.9K
CMCSA icon
208
Comcast
CMCSA
$79.8B
$402K 0.03%
10,312
-8,054
-44% -$307K
GE icon
209
GE Aerospace
GE
$379B
$395K 0.03%
11,614
– –
CL icon
210
Colgate-Palmolive
CL
$73.4B
$388K 0.03%
5,294
+63
+1% +$4.47K
KR icon
211
Kroger
KR
$35.1B
$387K 0.03%
11,434
+4,328
+61% +$140K
VWO icon
212
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$387K 0.03%
9,780
+564
+6% +$20.9K
BBY icon
213
Best Buy
BBY
$18.2B
$385K 0.03%
4,409
-4
-0.1% -$303
CSX icon
214
CSX Corp
CSX
$97.2B
$383K 0.03%
16,449
+849
+5% +$18.8K
EMR icon
215
Emerson Electric
EMR
$84B
$382K 0.03%
6,153
– –
NTT
216
DELISTED
Nippon Telegraph & Telephone
NTT
$377K 0.02%
16,177
-3,416
-17% -$79.6K
EPAM icon
217
EPAM Systems
EPAM
$4.81B
$373K 0.02%
1,479
+192
+15% +$42.3K
BAX icon
218
Baxter International
BAX
$11.8B
$361K 0.02%
4,197
-901
-18% -$78.5K
SNPS icon
219
Synopsys
SNPS
$74.4B
$353K 0.02%
1,810
-36
-2% -$5.94K
CRH icon
220
CRH
CRH
$68.2B
$347K 0.02%
10,131
-2,342
-19% -$72.2K
UN
221
DELISTED
Unilever NV New York Registry Shares
UN
$346K 0.02%
6,489
+1,898
+41% +$96.5K
NEO icon
222
NeoGenomics
NEO
$1.82B
$334K 0.02%
10,779
– –
WM icon
223
Waste Management
WM
$96B
$333K 0.02%
+3,149
New +$318K
YETI icon
224
Yeti Holdings
YETI
$3.88B
$330K 0.02%
+7,709
New +$232K
BMRN icon
225
BioMarin Pharmaceuticals
BMRN
$11.6B
$326K 0.02%
2,647
+218
+9% +$21.7K
7 8
9
10 11

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AFG
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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 2020 Portfolio in Review

As of Q2 2020, Fulton Bank held 446 positions worth $1.52B, up 21% from $1.25B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q2 2020 filing shows 70 new, 141 increased, 187 reduced and 24 closed positions. Its largest new stake was Boston Scientific: 40,308 shares worth $1.42M. The largest sale was Gilead Sciences, an estimated $3.59M.

By sector, the portfolio is most concentrated in Technology at 7.8% of assets, up from 6.9% a quarter earlier, followed by Healthcare and Financials.

  • Fulton Bank's largest Q2 2020 buy was Boston Scientific: 40,308 shares worth $1.42M.
  • Fulton Bank added most to Merck in Q2 2020, an estimated $2.69M increase.
  • Fulton Bank's biggest Q2 2020 reduction was Gilead Sciences, cutting an estimated $3.59M.
  • Fulton Bank fully exited Allergan plc in Q2 2020, selling an estimated $1.35M.
  • Fulton Bank's ten largest holdings make up 31% of its $1.52B portfolio in Q2 2020.
  • Fulton Bank opened 70 new positions and closed 24 in Q2 2020.
  • Fulton Bank's portfolio value rose 21% quarter-over-quarter to $1.52B.

Based on Fulton Bank's 13F filing for Q2 2020, filed 6 Jul 2020.