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
+0.67%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$802M
AUM Growth
–
Cap. Flow
+$806M
Cap. Flow
% of AUM
100.55%
Top 10 Holdings %
Top 10 Hldgs %
40.25%
Holding
312
New
312
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 1000 Value ETF
IWD
|
+$14.2M |
| 2 |
Apple
AAPL
|
+$12.4M |
| 3 |
ExxonMobil
XOM
|
+$12.3M |
| 4 |
Johnson & Johnson
JNJ
|
+$9.05M |
| 5 |
AT&T
T
|
+$8.31M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 6.95% |
| 2 | Technology | 6.49% |
| 3 | Consumer Staples | 5.72% |
| 4 | Energy | 5.69% |
| 5 | Industrials | 4.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
iShares Russell 1000 Value ETF
IWD
$81.7B
| $14.3M | 1.79% |
+171,004
| New | +$14.2M |
|
|
2
ExxonMobil
XOM
$629B
| $12.3M | 1.54% |
+136,267
| New | +$12.3M |
|
|
3
Apple
AAPL
$4.81T
| $11.4M | 1.42% |
+804,244
| New | +$12.4M |
|
|
4
Johnson & Johnson
JNJ
$603B
| $9.16M | 1.14% |
+106,665
| New | +$9.05M |
|
|
5
AT&T
T
$155B
| $8M | 1% |
+299,174
| New | +$8.31M |
|
6
Fulton Financial
FULT
$4.71B
| $7.87M | 0.98% |
+685,674
| New | +$7.76M |
|
7
IBM
IBM
$198B
| $7.76M | 0.97% |
+42,471
| New | +$8.27M |
|
8
Procter & Gamble
PG
$345B
| $7.01M | 0.87% |
+91,012
| New | +$7.14M |
|
9
ConocoPhillips
COP
$143B
| $6.99M | 0.87% |
+115,479
| New | +$7.02M |
|
10
Microsoft
MSFT
$2.95T
| $6.73M | 0.84% |
+194,717
| New | +$6.38M |
|
11
Merck
MRK
$312B
| $6.43M | 0.8% |
+145,160
| New | +$6.48M |
|
12
McDonald's
MCD
$188B
| $6.23M | 0.78% |
+62,922
| New | +$6.3M |
|
13
Coca-Cola
KO
$353B
| $6.09M | 0.76% |
+151,857
| New | +$6.29M |
|
14
Verizon
VZ
$183B
| $5.61M | 0.7% |
+111,495
| New | +$5.69M |
|
15
Walmart Inc
WMT
$878B
| $5.46M | 0.68% |
+220,071
| New | +$5.64M |
|
16
Altria Group
MO
$122B
| $5.22M | 0.65% |
+149,198
| New | +$5.36M |
|
17
GE Aerospace
GE
$353B
| $5.1M | 0.64% |
+45,860
| New | +$5.08M |
|
18
Walt Disney
DIS
$167B
| $4.98M | 0.62% |
+78,846
| New | +$4.98M |
|
19
AbbVie
ABBV
$452B
| $4.65M | 0.58% |
+112,502
| New | +$4.92M |
|
20
Qualcomm
QCOM
$183B
| $4.53M | 0.57% |
+74,179
| New | +$4.73M |
|
21
PNC Financial Services
PNC
$99.9B
| $4.43M | 0.55% |
+60,744
| New | +$4.21M |
|
22
iShares Russell 1000 Growth ETF
IWF
$125B
| $4.28M | 0.53% |
+235,556
| New | +$4.31M |
|
23
Honeywell
HON
$72.8B
| $4.17M | 0.52% |
+58,417
| New | +$4.03M |
|
24
Chevron
CVX
$381B
| $4.13M | 0.52% |
+34,895
| New | +$4.22M |
|
25
Intel
INTC
$530B
| $4.08M | 0.51% |
+168,178
| New | +$3.97M |
|
Similar funds
BCI
MWM
EWA
AFG
PCM
FEG
AIP
NMERB
Fulton Bank's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Fulton Bank, which disclosed 312 positions worth $802M. Its ten largest holdings account for 40% of the portfolio.
Its largest position is iShares Russell 1000 Value ETF: 171,004 shares worth $14.3M.
By sector, the portfolio is most concentrated in Healthcare at 6.9% of assets, followed by Technology and Consumer Staples.
- Fulton Bank's largest Q2 2013 buy was iShares Russell 1000 Value ETF: 171,004 shares worth $14.3M.
- Fulton Bank's ten largest holdings make up 40% of its $802M portfolio in Q2 2013.
- Fulton Bank disclosed 312 positions in Q2 2013, its first 13F filing on record.
Based on Fulton Bank's 13F filing for Q2 2013, filed 26 Sep 2013.