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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
+3.45%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.63B
AUM Growth
+$110M
Cap. Flow
-$10.3M
Cap. Flow %
-0.63%
Top 10 Hldgs %
32.4%
Holding
466
New
44
Increased
160
Reduced
210
Closed
28

Top Buys

Rank Stock Value
1
MA icon
Mastercard
MA
+$2.59M
2
KLAC icon
KLA
KLAC
+$2.15M
3
GILD icon
Gilead Sciences
GILD
+$1.44M
4
AMZN icon
Amazon
AMZN
+$1.25M
5
BTI icon
British American Tobacco
BTI
+$1.19M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$3.92M
2
UPS icon
United Parcel Service
UPS
+$1.26M
3
META icon
Meta Platforms (Facebook)
META
+$1.21M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$955K
5
D icon
Dominion Energy
D
+$847K

Sector Composition

Rank Sector Weight
1 Technology 8.17%
2 Healthcare 4.88%
3 Financials 4.66%
4 Consumer Discretionary 3.84%
5 Communication Services 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BNY
201
Bank of New York Mellon
BNY
$106B
$511K 0.03%
14,876
-4,150
-22% -$151K
IMMU
202
DELISTED
Immunomedics Inc
IMMU
$509K 0.03%
5,986
-212
-3% -$10.7K
KR icon
203
Kroger
KR
$36.3B
$494K 0.03%
14,564
+3,130
+27% +$108K
PKG icon
204
Packaging Corp of America
PKG
$22.6B
$478K 0.03%
4,379
+21
+0.5% +$2.15K
CHKP icon
205
Check Point Software Technologies
CHKP
$14.1B
$476K 0.03%
3,948
+1,795
+83% +$219K
BDX icon
206
Becton Dickinson
BDX
$45.8B
$475K 0.03%
2,092
+254
+14% +$62.4K
WAT icon
207
Waters Corp
WAT
$37.7B
$473K 0.03%
2,419
+635
+36% +$132K
CL icon
208
Colgate-Palmolive
CL
$74.2B
$460K 0.03%
5,955
+661
+12% +$50.4K
XLI icon
209
State Street Industrial Select Sector SPDR ETF
XLI
$33.3B
$459K 0.03%
5,967
-1,094
-15% -$81.8K
EMR icon
210
Emerson Electric
EMR
$85B
$458K 0.03%
6,986
+833
+14% +$54.9K
TTD icon
211
Trade Desk
TTD
$8.89B
$458K 0.03%
8,820
+980
+13% +$44.8K
CAT icon
212
Caterpillar
CAT
$387B
$456K 0.03%
3,059
+517
+20% +$72.6K
QQQ icon
213
Invesco QQQ Trust
QQQ
$445B
$449K 0.03%
1,617
-250
-13% -$67.8K
BBY icon
214
Best Buy
BBY
$18.9B
$446K 0.03%
4,007
-402
-9% -$41.1K
CSX icon
215
CSX Corp
CSX
$94.2B
$442K 0.03%
17,085
+636
+4% +$15.7K
LRCX icon
216
Lam Research
LRCX
$337B
$429K 0.03%
12,930
-210
-2% -$7.24K
NOK icon
217
Nokia
NOK
$49.9B
$429K 0.03%
109,766
+46,851
+74% +$211K
LULU icon
218
lululemon athletica
LULU
$13.7B
$416K 0.03%
1,264
+222
+21% +$74.1K
VWO icon
219
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$414K 0.03%
9,578
-202
-2% -$8.78K
VB icon
220
Vanguard Small-Cap ETF
VB
$80.2B
$408K 0.03%
+2,650
New +$407K
NEO icon
221
NeoGenomics
NEO
$1.74B
$398K 0.02%
10,779
– –
BP icon
222
BP
BP
$107B
$395K 0.02%
22,612
-32,016
-59% -$693K
FDX icon
223
FedEx
FDX
$74B
$395K 0.02%
1,571
-48
-3% -$9.6K
SPY icon
224
State Street SPDR S&P 500 ETF Trust
SPY
$783B
$392K 0.02%
1,171
-265
-18% -$87.8K
DKNG icon
225
DraftKings
DKNG
$12.2B
$391K 0.02%
6,648
-519
-7% -$20.2K
7 8
9
10 11

Similar funds

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 Q3 2020 Portfolio in Review

As of Q3 2020, Fulton Bank held 466 positions worth $1.63B, up 7.3% from $1.52B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Fulton Bank's Q3 2020 filing shows 44 new, 160 increased, 210 reduced and 28 closed positions. Its largest new stake was iShares S&P Mid-Cap 400 Growth ETF: 12,800 shares worth $765K. The largest sale was NVIDIA, an estimated $3.92M.

By sector, the portfolio is most concentrated in Technology at 8.2% of assets, up from 7.8% a quarter earlier, followed by Healthcare and Financials.

  • Fulton Bank's largest Q3 2020 buy was iShares S&P Mid-Cap 400 Growth ETF: 12,800 shares worth $765K.
  • Fulton Bank added most to Mastercard in Q3 2020, an estimated $2.59M increase.
  • Fulton Bank's biggest Q3 2020 reduction was NVIDIA, cutting an estimated $3.92M.
  • Fulton Bank fully exited Kansas City Southern in Q3 2020, selling an estimated $303K.
  • Fulton Bank's ten largest holdings make up 32% of its $1.63B portfolio in Q3 2020.
  • Fulton Bank opened 44 new positions and closed 28 in Q3 2020.
  • Fulton Bank's portfolio value rose 7.3% quarter-over-quarter to $1.63B.

Based on Fulton Bank's 13F filing for Q3 2020, filed 6 Oct 2020.