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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
-5.18%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.8B
AUM Growth
-$343M
Cap. Flow
-$7.69M
Cap. Flow %
-0.43%
Top 10 Hldgs %
31.46%
Holding
529
New
21
Increased
182
Reduced
242
Closed
45

Top Buys

Rank Stock Value
1
PNC icon
PNC Financial Services
PNC
+$1.47M
2
UL icon
Unilever
UL
+$1.2M
3
CSCO icon
Cisco
CSCO
+$1.07M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$965K
5
VZ icon
Verizon
VZ
+$944K

Top Sells

Rank Stock Value
1
CVX icon
Chevron
CVX
+$2.21M
2
ABBV icon
AbbVie
ABBV
+$1.71M
3
HSY icon
Hershey
HSY
+$1.55M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.42M
5
XOM icon
ExxonMobil
XOM
+$1.34M

Sector Composition

Rank Sector Weight
1 Technology 8.09%
2 Financials 5.5%
3 Healthcare 5.47%
4 Consumer Discretionary 3.66%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
C icon
201
Citigroup
C
$223B
$661K 0.04%
14,363
-878
-6% -$43.9K
SIVB
202
DELISTED
SVB Financial Group
SIVB
$651K 0.04%
1,650
-38
-2% -$17.9K
VOO icon
203
Vanguard S&P 500 ETF
VOO
$968B
$649K 0.04%
1,872
+158
+9% +$59.5K
LUV icon
204
Southwest Airlines
LUV
$22.2B
$618K 0.03%
17,118
-87
-0.5% -$3.74K
CNC icon
205
Centene
CNC
$31.6B
$617K 0.03%
7,291
-657
-8% -$54.6K
GD icon
206
General Dynamics
GD
$105B
$614K 0.03%
2,772
-759
-21% -$175K
J icon
207
Jacobs Solutions
J
$16B
$614K 0.03%
5,845
+66
+1% +$7.39K
NSP icon
208
Insperity
NSP
$1.92B
$597K 0.03%
5,981
-87
-1% -$8.62K
ESGU icon
209
iShares ESG Aware MSCI USA ETF
ESGU
$17.7B
$591K 0.03%
+7,040
New +$643K
COR icon
210
Cencora
COR
$60.5B
$589K 0.03%
4,163
-241
-5% -$36.9K
VXUS icon
211
Vanguard Total International Stock ETF
VXUS
$153B
$587K 0.03%
11,382
– –
HSY icon
212
Hershey
HSY
$36.6B
$578K 0.03%
2,688
-7,113
-73% -$1.55M
PRU icon
213
Prudential Financial
PRU
$42.3B
$576K 0.03%
6,020
+35
+0.6% +$3.71K
DVN icon
214
Devon Energy
DVN
$49.8B
$571K 0.03%
10,374
-1,420
-12% -$92.7K
ORCL icon
215
Oracle
ORCL
$345B
$566K 0.03%
8,091
-466
-5% -$34.1K
IWO icon
216
iShares Russell 2000 Growth ETF
IWO
$14.4B
$564K 0.03%
2,734
– –
PYPL icon
217
PayPal
PYPL
$49.5B
$556K 0.03%
7,952
-373
-4% -$32.4K
SCHW
218
Charles Schwab
SCHW
$181B
$556K 0.03%
8,798
-511
-5% -$35.2K
GPN icon
219
Global Payments
GPN
$23B
$552K 0.03%
4,994
-247
-5% -$31.2K
GSK icon
220
GSK
GSK
$104B
$544K 0.03%
10,006
+1,331
+15% +$73.5K
PXD
221
DELISTED
Pioneer Natural Resource Co.
PXD
$530K 0.03%
2,377
-147
-6% -$37.3K
NOW icon
222
ServiceNow
NOW
$109B
$529K 0.03%
5,560
+875
+19% +$83.4K
CDW icon
223
CDW
CDW
$17.6B
$522K 0.03%
3,316
-165
-5% -$27.7K
TTD icon
224
Trade Desk
TTD
$8.41B
$519K 0.03%
12,379
-588
-5% -$32.2K
BDX icon
225
Becton Dickinson
BDX
$43.8B
$512K 0.03%
2,078
-26
-1% -$6.6K
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
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NMERB
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HIMC
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Fulton Bank's Q2 2022 Portfolio in Review

As of Q2 2022, Fulton Bank held 529 positions worth $1.8B, down 16% from $2.14B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q2 2022 filing shows 21 new, 182 increased, 242 reduced and 45 closed positions. Its largest new stake was Amcor: 13,817 shares worth $858K. The largest sale was Chevron, an estimated $2.21M.

By sector, the portfolio is most concentrated in Technology at 8.1% of assets, down from 8.6% a quarter earlier, followed by Financials and Healthcare.

  • Fulton Bank's largest Q2 2022 buy was Amcor: 13,817 shares worth $858K.
  • Fulton Bank added most to PNC Financial Services in Q2 2022, an estimated $1.47M increase.
  • Fulton Bank's biggest Q2 2022 reduction was Chevron, cutting an estimated $2.21M.
  • Fulton Bank fully exited Canadian National Railway in Q2 2022, selling an estimated $483K.
  • Fulton Bank's ten largest holdings make up 31% of its $1.8B portfolio in Q2 2022.
  • Fulton Bank opened 21 new positions and closed 45 in Q2 2022.
  • Fulton Bank's portfolio value fell 16% quarter-over-quarter to $1.8B.

Based on Fulton Bank's 13F filing for Q2 2022, filed 7 Jul 2022.