We are live on ! Find out more
FB

Fulton Bank Portfolio holdings

AUM $3.27B
1-Year Est. Return 17.38%
This Fund
S&P 500
This Quarter Est. Return
-1.29%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.48B
AUM Growth
-$117M
Cap. Flow
-$21.8M
Cap. Flow %
-0.88%
Top 10 Hldgs %
31.23%
Holding
694
New
29
Increased
211
Reduced
332
Closed
55

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.54M
2
AMZN icon
Amazon
AMZN
+$1.44M
3
FLEX icon
Flex
FLEX
+$1.23M
4
AMAT icon
Applied Materials
AMAT
+$1.19M
5
TSLA icon
Tesla
TSLA
+$938K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$2.41M
2
AVGO icon
Broadcom
AVGO
+$1.54M
3
AAPL icon
Apple
AAPL
+$1.51M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.16M
5
DE icon
Deere & Co
DE
+$1.06M

Sector Composition

Rank Sector Weight
1 Technology 10.68%
2 Financials 6.51%
3 Healthcare 4.15%
4 Consumer Discretionary 4.1%
5 Communication Services 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LRCX icon
201
Lam Research
LRCX
$337B
$1.04M 0.04%
14,256
+35
+0.2% +$2.76K
ENTG icon
202
Entegris
ENTG
$18B
$1.03M 0.04%
11,818
-337
-3% -$34K
J icon
203
Jacobs Solutions
J
$16.6B
$1.03M 0.04%
8,581
+345
+4% +$44.4K
RCL icon
204
Royal Caribbean
RCL
$86.5B
$1.02M 0.04%
4,982
-1,679
-25% -$396K
BNY
205
Bank of New York Mellon
BNY
$106B
$1.02M 0.04%
12,177
-895
-7% -$75.2K
A icon
206
Agilent Technologies
A
$39.7B
$1.02M 0.04%
8,687
-685
-7% -$92.3K
FDX icon
207
FedEx
FDX
$74B
$1.01M 0.04%
4,155
-1,460
-26% -$378K
ICE icon
208
Intercontinental Exchange
ICE
$86.4B
$986K 0.04%
5,714
-370
-6% -$60.6K
CE icon
209
Celanese
CE
$4.77B
$982K 0.04%
17,297
+6,427
+59% +$401K
MDT icon
210
Medtronic
MDT
$111B
$970K 0.04%
10,800
+2,755
+34% +$247K
QCOM icon
211
Qualcomm
QCOM
$172B
$965K 0.04%
6,284
-324
-5% -$52.8K
ALL icon
212
Allstate
ALL
$70.1B
$962K 0.04%
4,645
+1,969
+74% +$383K
PAYX icon
213
Paychex
PAYX
$42.3B
$962K 0.04%
6,234
-1,480
-19% -$218K
JCI icon
214
Johnson Controls International
JCI
$85.6B
$952K 0.04%
11,884
+39
+0.3% +$3.21K
KD icon
215
Kyndryl
KD
$2.94B
$925K 0.04%
29,454
-768
-3% -$28.8K
MRSH
216
Marsh
MRSH
$91.7B
$922K 0.04%
3,777
-15
-0.4% -$3.4K
CRWD icon
217
CrowdStrike
CRWD
$185B
$913K 0.04%
10,360
+1,516
+17% +$144K
SYY icon
218
Sysco
SYY
$40.7B
$907K 0.04%
12,082
+194
+2% +$14.2K
AMT icon
219
American Tower
AMT
$79.9B
$899K 0.04%
4,133
+794
+24% +$156K
COIN icon
220
Coinbase
COIN
$44.2B
$891K 0.04%
5,175
-337
-6% -$81.6K
TMUS icon
221
T-Mobile US
TMUS
$196B
$871K 0.04%
3,265
+113
+4% +$27.9K
EQT icon
222
EQT Corp
EQT
$32.3B
$867K 0.04%
16,228
+1,750
+12% +$89.4K
EME icon
223
Emcor
EME
$31.4B
$865K 0.03%
2,340
-153
-6% -$66.2K
VONG icon
224
Vanguard Russell 1000 Growth ETF
VONG
$42.1B
$860K 0.03%
9,273
+2,882
+45% +$293K
PRMB
225
Primo Brands
PRMB
$8.54B
$855K 0.03%
24,096
+2,363
+11% +$77.2K
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 Q1 2025 Portfolio in Review

As of Q1 2025, Fulton Bank held 694 positions worth $2.48B, down 4.5% from $2.59B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q1 2025 filing shows 29 new, 211 increased, 332 reduced and 55 closed positions. Its largest new stake was iShares MSCI ACWI ETF: 6,372 shares worth $742K. The largest sale was NVIDIA, an estimated $2.41M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, down from 12% a quarter earlier, followed by Financials and Healthcare.

  • Fulton Bank's largest Q1 2025 buy was iShares MSCI ACWI ETF: 6,372 shares worth $742K.
  • Fulton Bank added most to Vanguard S&P 500 ETF in Q1 2025, an estimated $2.54M increase.
  • Fulton Bank's biggest Q1 2025 reduction was NVIDIA, cutting an estimated $2.41M.
  • Fulton Bank fully exited Delta Air Lines in Q1 2025, selling an estimated $382K.
  • Fulton Bank's ten largest holdings make up 31% of its $2.48B portfolio in Q1 2025.
  • Fulton Bank opened 29 new positions and closed 55 in Q1 2025.
  • Fulton Bank's portfolio value fell 4.5% quarter-over-quarter to $2.48B.

Based on Fulton Bank's 13F filing for Q1 2025, filed 9 Apr 2025.