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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
+5.31%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.86B
AUM Growth
+$229M
Cap. Flow
+$28.9M
Cap. Flow %
1.56%
Top 10 Hldgs %
32.4%
Holding
487
New
49
Increased
223
Reduced
164
Closed
18

Top Buys

Rank Stock Value
1
GIS icon
General Mills
GIS
+$1.48M
2
GILD icon
Gilead Sciences
GILD
+$682K
3
KMB icon
Kimberly-Clark
KMB
+$489K
4
AMZN icon
Amazon
AMZN
+$466K
5
MRK icon
Merck
MRK
+$434K

Top Sells

Rank Stock Value
1
UPS icon
United Parcel Service
UPS
+$1.86M
2
GSK icon
GSK
GSK
+$1.59M
3
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.02M
4
AAPL icon
Apple
AAPL
+$809K
5
KO icon
Coca-Cola
KO
+$748K

Sector Composition

Rank Sector Weight
1 Technology 8.05%
2 Financials 5.18%
3 Healthcare 4.64%
4 Consumer Discretionary 3.81%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NEO icon
201
NeoGenomics
NEO
$2.04B
$580K 0.03%
10,779
– –
BNY
202
Bank of New York Mellon
BNY
$106B
$578K 0.03%
13,607
-1,269
-9% -$48.7K
CAT icon
203
Caterpillar
CAT
$373B
$577K 0.03%
3,170
+111
+4% +$18.8K
NEM icon
204
Newmont
NEM
$101B
$573K 0.03%
9,564
+818
+9% +$50.4K
EW icon
205
Edwards Lifesciences
EW
$50B
$559K 0.03%
6,129
-540
-8% -$44.8K
AKAM icon
206
Akamai
AKAM
$16.5B
$545K 0.03%
5,187
+461
+10% +$48.2K
CHKP icon
207
Check Point Software Technologies
CHKP
$13.1B
$541K 0.03%
4,070
+122
+3% +$14.9K
COR icon
208
Cencora
COR
$60.7B
$539K 0.03%
5,517
-10
-0.2% -$1K
CSX icon
209
CSX Corp
CSX
$93B
$529K 0.03%
17,481
+396
+2% +$11.4K
VB icon
210
Vanguard Morningstar Small-Cap ETF
VB
$79.6B
$516K 0.03%
2,650
– –
XLI icon
211
State Street Industrial Select Sector SPDR ETF
XLI
$32.5B
$516K 0.03%
5,824
-143
-2% -$12K
BDX icon
212
Becton Dickinson
BDX
$45.6B
$515K 0.03%
2,107
+15
+0.7% +$3.5K
QQQ icon
213
Invesco QQQ Trust
QQQ
$450B
$507K 0.03%
1,617
– –
DD icon
214
DuPont de Nemours
DD
$18.7B
$503K 0.03%
5,646
+585
+12% +$45.9K
SCHW
215
Charles Schwab
SCHW
$181B
$499K 0.03%
9,394
-185
-2% -$8.38K
VWO icon
216
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$493K 0.03%
9,831
+253
+3% +$11.9K
EXAS
217
DELISTED
Exact Sciences
EXAS
$485K 0.03%
3,665
+25
+0.7% +$3.02K
MRSH
218
Marsh
MRSH
$91.4B
$481K 0.03%
4,116
-1,344
-25% -$153K
ETSY icon
219
Etsy
ETSY
$7.89B
$473K 0.03%
2,661
+80
+3% +$12K
IPGP icon
220
IPG Photonics
IPGP
$3.6B
$470K 0.03%
2,100
+42
+2% +$8.41K
MU icon
221
Micron Technology
MU
$988B
$465K 0.03%
6,189
-1,614
-21% -$97.3K
LULU icon
222
lululemon athletica
LULU
$13.6B
$463K 0.03%
1,329
+65
+5% +$22.6K
CL icon
223
Colgate-Palmolive
CL
$73.3B
$456K 0.02%
5,335
-620
-10% -$51.3K
IQV icon
224
IQVIA
IQV
$39.1B
$440K 0.02%
2,453
+58
+2% +$9.77K
SNPS icon
225
Synopsys
SNPS
$71.3B
$440K 0.02%
1,695
-53
-3% -$12.2K
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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HIMC
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FCH
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Fulton Bank's Q4 2020 Portfolio in Review

As of Q4 2020, Fulton Bank held 487 positions worth $1.86B, up 14% from $1.63B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Fulton Bank's Q4 2020 filing shows 49 new, 223 increased, 164 reduced and 18 closed positions. Its largest new stake was General Mills: 24,470 shares worth $1.44M. The largest sale was United Parcel Service, an estimated $1.86M.

By sector, the portfolio is most concentrated in Technology at 8% of assets, down from 8.2% a quarter earlier, followed by Financials and Healthcare.

  • Fulton Bank's largest Q4 2020 buy was General Mills: 24,470 shares worth $1.44M.
  • Fulton Bank added most to Gilead Sciences in Q4 2020, an estimated $682K increase.
  • Fulton Bank's biggest Q4 2020 reduction was United Parcel Service, cutting an estimated $1.86M.
  • Fulton Bank fully exited Immunomedics Inc in Q4 2020, selling an estimated $509K.
  • Fulton Bank's ten largest holdings make up 32% of its $1.86B portfolio in Q4 2020.
  • Fulton Bank opened 49 new positions and closed 18 in Q4 2020.
  • Fulton Bank's portfolio value rose 14% quarter-over-quarter to $1.86B.

Based on Fulton Bank's 13F filing for Q4 2020, filed 7 Jan 2021.