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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
-4.79%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$1.26B
AUM Growth
-$266M
Cap. Flow
-$34.1M
Cap. Flow %
-2.72%
Top 10 Hldgs %
29.29%
Holding
467
New
14
Increased
156
Reduced
216
Closed
56

Top Buys

Rank Stock Value
1
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.96M
2
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.93M
3
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.62M
4
CI icon
Cigna
CI
+$1.27M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.16M

Top Sells

Rank Stock Value
1
ESRX
Express Scripts Holding Company
ESRX
+$2.35M
2
PSA icon
Public Storage
PSA
+$1.91M
3
AET
Aetna Inc
AET
+$1.17M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.05M
5
AMZN icon
Amazon
AMZN
+$1.05M

Sector Composition

Rank Sector Weight
1 Financials 6.71%
2 Technology 5.54%
3 Healthcare 4.73%
4 Consumer Staples 3.22%
5 Communication Services 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FULT icon
1
Fulton Financial
FULT
$4.71B
$30.4M 2.42%
1,965,616
-4,442
-0.2% -$72.3K
AAPL icon
2
Apple
AAPL
$4.77T
$19.2M 1.53%
488,104
-9,264
-2% -$449K
IWF icon
3
iShares Russell 1000 Growth ETF
IWF
$124B
$16.2M 1.29%
494,736
+6,972
+1% +$246K
MSFT icon
4
Microsoft
MSFT
$2.96T
$14.4M 1.15%
142,137
-3,998
-3% -$428K
IWD icon
5
iShares Russell 1000 Value ETF
IWD
$81.8B
$13.5M 1.07%
121,165
+5,825
+5% +$698K
JNJ icon
6
Johnson & Johnson
JNJ
$603B
$8.33M 0.66%
64,579
-1,007
-2% -$140K
META icon
7
Meta Platforms (Facebook)
META
$1.64T
$7.71M 0.61%
58,830
+4,058
+7% +$588K
XOM icon
8
ExxonMobil
XOM
$615B
$7.35M 0.59%
107,799
-2,610
-2% -$205K
VZ icon
9
Verizon
VZ
$182B
$6.83M 0.54%
121,537
-7,695
-6% -$437K
AMZN icon
10
Amazon
AMZN
$2.7T
$6.71M 0.53%
89,340
-12,580
-12% -$1.05M
V icon
11
Visa
V
$690B
$6.35M 0.51%
48,137
-494
-1% -$68.2K
ABBV icon
12
AbbVie
ABBV
$450B
$6.14M 0.49%
66,654
+12,135
+22% +$1.07M
IWR icon
13
iShares Russell Mid-Cap ETF
IWR
$56.8B
$6.09M 0.48%
130,974
+58,114
+80% +$2.93M
CVX icon
14
Chevron
CVX
$377B
$5.91M 0.47%
54,314
-2,184
-4% -$253K
EFA icon
15
iShares MSCI EAFE ETF
EFA
$76.2B
$5.81M 0.46%
98,896
+41,966
+74% +$2.62M
PG icon
16
Procter & Gamble
PG
$349B
$5.39M 0.43%
58,657
+8,286
+16% +$741K
KO icon
17
Coca-Cola
KO
$351B
$5.36M 0.43%
113,237
-7,867
-6% -$377K
JPM icon
18
JPMorgan Chase
JPM
$905B
$5.15M 0.41%
52,767
-1,461
-3% -$156K
GOOGL icon
19
Alphabet (Google) Class A
GOOGL
$4.35T
$5.08M 0.4%
97,180
-12,860
-12% -$695K
MO icon
20
Altria Group
MO
$124B
$4.85M 0.39%
98,281
-663
-0.7% -$38.4K
T icon
21
AT&T
T
$152B
$4.69M 0.37%
217,716
-8,945
-4% -$208K
MCD icon
22
McDonald's
MCD
$191B
$4.65M 0.37%
26,178
-2
-0% -$355
IWB icon
23
iShares Russell 1000 ETF
IWB
$48.2B
$4.56M 0.36%
32,890
+3,560
+12% +$533K
BRK.B icon
24
Berkshire Hathaway Class B
BRK.B
$1.06T
$4.33M 0.35%
21,222
-112
-0.5% -$23.4K
EEM icon
25
iShares MSCI Emerging Markets ETF
EEM
$28.3B
$4.27M 0.34%
109,241
+73,783
+208% +$2.96M
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 Q4 2018 Portfolio in Review

As of Q4 2018, Fulton Bank held 467 positions worth $1.26B, down 17% from $1.52B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Fulton Bank's Q4 2018 filing shows 14 new, 156 increased, 216 reduced and 56 closed positions. Its largest new stake was Huntington Bancshares: 71,489 shares worth $852K. The largest sale was Express Scripts Holding Company, an estimated $2.35M.

By sector, the portfolio is most concentrated in Financials at 6.7% of assets, up from 6.4% a quarter earlier, followed by Technology and Healthcare.

  • Fulton Bank's largest Q4 2018 buy was Huntington Bancshares: 71,489 shares worth $852K.
  • Fulton Bank added most to iShares MSCI Emerging Markets ETF in Q4 2018, an estimated $2.96M increase.
  • Fulton Bank's biggest Q4 2018 reduction was Amazon, cutting an estimated $1.05M.
  • Fulton Bank fully exited Express Scripts Holding Company in Q4 2018, selling an estimated $2.35M.
  • Fulton Bank's ten largest holdings make up 29% of its $1.26B portfolio in Q4 2018.
  • Fulton Bank opened 14 new positions and closed 56 in Q4 2018.
  • Fulton Bank's portfolio value fell 17% quarter-over-quarter to $1.26B.

Based on Fulton Bank's 13F filing for Q4 2018, filed 3 Jan 2019.