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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
+2.7%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.52B
AUM Growth
+$78.6M
Cap. Flow
+$13.3M
Cap. Flow %
0.87%
Top 10 Hldgs %
29.26%
Holding
489
New
48
Increased
184
Reduced
185
Closed
36

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$1.75M
2
AMZN icon
Amazon
AMZN
+$1.44M
3
ABBV icon
AbbVie
ABBV
+$1.41M
4
BA icon
Boeing
BA
+$1.36M
5
FULT icon
Fulton Financial
FULT
+$1.16M

Top Sells

Rank Stock Value
1
AET
Aetna Inc
AET
+$2.51M
2
TJX icon
TJX Companies
TJX
+$1.5M
3
SNY icon
Sanofi
SNY
+$1.32M
4
DIS icon
Walt Disney
DIS
+$1.29M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$997K

Sector Composition

Rank Sector Weight
1 Financials 6.4%
2 Technology 6%
3 Healthcare 4.52%
4 Communication Services 3.11%
5 Consumer Discretionary 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FULT icon
1
Fulton Financial
FULT
$4.71B
$32.8M 2.16%
1,970,058
+66,304
+3% +$1.16M
AAPL icon
2
Apple
AAPL
$4.77T
$28.1M 1.84%
497,368
-10,308
-2% -$537K
IWF icon
3
iShares Russell 1000 Growth ETF
IWF
$124B
$19M 1.25%
487,764
-7,012
-1% -$266K
MSFT icon
4
Microsoft
MSFT
$2.95T
$16.7M 1.1%
146,135
-3,502
-2% -$380K
IWD icon
5
iShares Russell 1000 Value ETF
IWD
$81.8B
$14.6M 0.96%
115,340
-3,682
-3% -$462K
AMZN icon
6
Amazon
AMZN
$2.7T
$10.2M 0.67%
101,920
+15,360
+18% +$1.44M
XOM icon
7
ExxonMobil
XOM
$615B
$9.39M 0.62%
110,409
-3,464
-3% -$283K
JNJ icon
8
Johnson & Johnson
JNJ
$603B
$9.06M 0.6%
65,586
-1,660
-2% -$221K
META icon
9
Meta Platforms (Facebook)
META
$1.64T
$9.01M 0.59%
54,772
+242
+0.4% +$43.8K
V icon
10
Visa
V
$690B
$7.3M 0.48%
48,631
+2,361
+5% +$336K
CVX icon
11
Chevron
CVX
$377B
$6.91M 0.45%
56,498
+2,451
+5% +$297K
VZ icon
12
Verizon
VZ
$182B
$6.9M 0.45%
129,232
-14,482
-10% -$767K
GOOGL icon
13
Alphabet (Google) Class A
GOOGL
$4.35T
$6.64M 0.44%
110,040
+7,040
+7% +$426K
JPM icon
14
JPMorgan Chase
JPM
$905B
$6.12M 0.4%
54,228
+431
+0.8% +$48.9K
MO icon
15
Altria Group
MO
$124B
$5.97M 0.39%
98,944
+1,992
+2% +$118K
NVDA icon
16
NVIDIA
NVDA
$5T
$5.81M 0.38%
826,600
+269,040
+48% +$1.75M
T icon
17
AT&T
T
$152B
$5.75M 0.38%
226,661
-11,535
-5% -$283K
KO icon
18
Coca-Cola
KO
$351B
$5.59M 0.37%
121,104
-8,434
-7% -$385K
TJX icon
19
TJX Companies
TJX
$172B
$5.23M 0.34%
93,306
-29,276
-24% -$1.5M
ABBV icon
20
AbbVie
ABBV
$450B
$5.16M 0.34%
54,519
+14,869
+38% +$1.41M
BA icon
21
Boeing
BA
$165B
$5.09M 0.33%
13,699
+3,880
+40% +$1.36M
IWB icon
22
iShares Russell 1000 ETF
IWB
$48.2B
$4.74M 0.31%
29,330
+315
+1% +$50K
BRK.B icon
23
Berkshire Hathaway Class B
BRK.B
$1.06T
$4.57M 0.3%
21,334
-76
-0.4% -$15.6K
BAC icon
24
Bank of America
BAC
$428B
$4.52M 0.3%
153,504
+15,306
+11% +$466K
INTC icon
25
Intel
INTC
$495B
$4.48M 0.29%
94,661
-817
-0.9% -$39.8K
1
2 3 4 5

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MWM
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EWA
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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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Fulton Bank's Q3 2018 Portfolio in Review

As of Q3 2018, Fulton Bank held 489 positions worth $1.52B, up 5.4% from $1.44B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Fulton Bank's Q3 2018 filing shows 48 new, 184 increased, 185 reduced and 36 closed positions. Its largest new stake was iShares Core MSCI EAFE ETF: 16,319 shares worth $1.05M. The largest sale was Aetna Inc, an estimated $2.51M.

By sector, the portfolio is most concentrated in Financials at 6.4% of assets, up from 6.3% a quarter earlier, followed by Technology and Healthcare.

  • Fulton Bank's largest Q3 2018 buy was iShares Core MSCI EAFE ETF: 16,319 shares worth $1.05M.
  • Fulton Bank added most to NVIDIA in Q3 2018, an estimated $1.75M increase.
  • Fulton Bank's biggest Q3 2018 reduction was Aetna Inc, cutting an estimated $2.51M.
  • Fulton Bank fully exited Vanguard S&P 500 ETF in Q3 2018, selling an estimated $586K.
  • Fulton Bank's ten largest holdings make up 29% of its $1.52B portfolio in Q3 2018.
  • Fulton Bank opened 48 new positions and closed 36 in Q3 2018.
  • Fulton Bank's portfolio value rose 5.4% quarter-over-quarter to $1.52B.

Based on Fulton Bank's 13F filing for Q3 2018, filed 3 Oct 2018.