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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
-0.54%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.43B
AUM Growth
+$13M
Cap. Flow
+$29.7M
Cap. Flow %
2.08%
Top 10 Hldgs %
32.05%
Holding
458
New
23
Increased
170
Reduced
208
Closed
24

Top Buys

Rank Stock Value
1
SIGI icon
Selective Insurance
SIGI
+$2.67M
2
NVDA icon
NVIDIA
NVDA
+$2.24M
3
WMT icon
Walmart Inc
WMT
+$1.25M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$656K
5
GILD icon
Gilead Sciences
GILD
+$633K

Top Sells

Rank Stock Value
1
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.53M
2
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.31M
3
ABBV icon
AbbVie
ABBV
+$1.19M
4
MSFT icon
Microsoft
MSFT
+$1.04M
5
GE icon
GE Aerospace
GE
+$829K

Sector Composition

Rank Sector Weight
1 Financials 6.55%
2 Technology 5.6%
3 Healthcare 4.25%
4 Communication Services 3.5%
5 Consumer Staples 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FULT icon
1
Fulton Financial
FULT
$4.7B
$33.7M 2.36%
1,895,890
+33,735
+2% +$622K
AAPL icon
2
Apple
AAPL
$4.89T
$23.3M 1.63%
554,688
-9,736
-2% -$419K
IWF icon
3
iShares Russell 1000 Growth ETF
IWF
$122B
$16.4M 1.15%
483,008
-72,308
-13% -$2.53M
IWD icon
4
iShares Russell 1000 Value ETF
IWD
$82B
$16.1M 1.12%
133,822
-18,557
-12% -$2.31M
MSFT icon
5
Microsoft
MSFT
$2.84T
$13.6M 0.95%
148,670
-11,369
-7% -$1.04M
META icon
6
Meta Platforms (Facebook)
META
$1.51T
$8.98M 0.63%
56,217
+512
+0.9% +$91.9K
JNJ icon
7
Johnson & Johnson
JNJ
$635B
$8.62M 0.6%
67,224
+1,753
+3% +$237K
XOM icon
8
ExxonMobil
XOM
$651B
$8.37M 0.59%
112,172
-7,837
-7% -$626K
VZ icon
9
Verizon
VZ
$194B
$6.8M 0.48%
142,249
+1,423
+1% +$71.5K
AMZN icon
10
Amazon
AMZN
$2.5T
$6.42M 0.45%
88,700
+5,820
+7% +$416K
T icon
11
AT&T
T
$165B
$6.2M 0.43%
230,322
-9,489
-4% -$264K
CVX icon
12
Chevron
CVX
$388B
$6.18M 0.43%
54,186
-26
-0% -$3.11K
JPM icon
13
JPMorgan Chase
JPM
$939B
$5.85M 0.41%
53,239
+733
+1% +$83K
V icon
14
Visa
V
$677B
$5.83M 0.41%
48,723
+1,279
+3% +$155K
MO icon
15
Altria Group
MO
$122B
$5.7M 0.4%
91,431
-2,829
-3% -$187K
KO icon
16
Coca-Cola
KO
$354B
$5.59M 0.39%
128,618
-3,477
-3% -$156K
GOOGL icon
17
Alphabet (Google) Class A
GOOGL
$3.91T
$5.26M 0.37%
101,500
+4,120
+4% +$228K
TJX icon
18
TJX Companies
TJX
$170B
$5.1M 0.36%
125,142
-6,884
-5% -$272K
INTC icon
19
Intel
INTC
$466B
$5.02M 0.35%
96,436
-236
-0.2% -$11.2K
CSCO icon
20
Cisco
CSCO
$450B
$4.54M 0.32%
105,836
+4,982
+5% +$211K
ABBV icon
21
AbbVie
ABBV
$458B
$4.47M 0.31%
47,265
-10,828
-19% -$1.19M
BRK.B icon
22
Berkshire Hathaway Class B
BRK.B
$1.07T
$4.38M 0.31%
21,944
+613
+3% +$126K
PG icon
23
Procter & Gamble
PG
$343B
$4.36M 0.31%
54,957
-1,784
-3% -$149K
IWB icon
24
iShares Russell 1000 ETF
IWB
$47.7B
$4.34M 0.3%
29,527
-346
-1% -$52.6K
MRK icon
25
Merck
MRK
$324B
$4.33M 0.3%
83,387
-1,190
-1% -$64.3K
1
2 3 4 5

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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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NMERB
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HIMC
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Fulton Bank's Q1 2018 Portfolio in Review

As of Q1 2018, Fulton Bank held 458 positions worth $1.43B, up 0.92% from $1.42B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Fulton Bank's Q1 2018 filing shows 23 new, 170 increased, 208 reduced and 24 closed positions. Its largest new stake was Selective Insurance: 45,295 shares worth $2.75M. The largest sale was iShares Russell 1000 Growth ETF, an estimated $2.53M.

By sector, the portfolio is most concentrated in Financials at 6.6% of assets, up from 6.2% a quarter earlier, followed by Technology and Healthcare.

  • Fulton Bank's largest Q1 2018 buy was Selective Insurance: 45,295 shares worth $2.75M.
  • Fulton Bank added most to NVIDIA in Q1 2018, an estimated $2.24M increase.
  • Fulton Bank's biggest Q1 2018 reduction was iShares Russell 1000 Growth ETF, cutting an estimated $2.53M.
  • Fulton Bank fully exited Huazhu Hotels Group in Q1 2018, selling an estimated $796K.
  • Fulton Bank's ten largest holdings make up 32% of its $1.43B portfolio in Q1 2018.
  • Fulton Bank opened 23 new positions and closed 24 in Q1 2018.
  • Fulton Bank's portfolio value rose 0.92% quarter-over-quarter to $1.43B.

Based on Fulton Bank's 13F filing for Q1 2018, filed 2 May 2018.