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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
+7.94%
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
+$263M
Cap. Flow
+$8.57M
Cap. Flow %
0.57%
Top 10 Hldgs %
30.92%
Holding
446
New
70
Increased
141
Reduced
187
Closed
24

Top Buys

Rank Stock Value
1
MRK icon
Merck
MRK
+$2.69M
2
MSFT icon
Microsoft
MSFT
+$2.48M
3
LLY icon
Eli Lilly
LLY
+$2.34M
4
ORCL icon
Oracle
ORCL
+$2.33M
5
UNH icon
UnitedHealth
UNH
+$2.08M

Top Sells

Rank Stock Value
1
GILD icon
Gilead Sciences
GILD
+$3.59M
2
AMAT icon
Applied Materials
AMAT
+$1.92M
3
SWKS icon
Skyworks Solutions
SWKS
+$1.81M
4
CMI icon
Cummins
CMI
+$1.77M
5
CTSH icon
Cognizant
CTSH
+$1.63M

Sector Composition

Rank Sector Weight
1 Technology 7.78%
2 Healthcare 5%
3 Financials 4.92%
4 Communication Services 3.8%
5 Consumer Discretionary 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.89T
$31.9M 2.1%
349,272
-6,128
-2% -$475K
MSFT icon
2
Microsoft
MSFT
$2.84T
$25.6M 1.69%
125,683
+13,668
+12% +$2.48M
FULT icon
3
Fulton Financial
FULT
$4.7B
$20.9M 1.38%
1,982,467
– –
IWF icon
4
iShares Russell 1000 Growth ETF
IWF
$122B
$20M 1.32%
416,652
-33,044
-7% -$1.46M
AMZN icon
5
Amazon
AMZN
$2.5T
$17M 1.12%
122,920
-7,700
-6% -$930K
META icon
6
Meta Platforms (Facebook)
META
$1.51T
$14.4M 0.95%
63,545
-400
-0.6% -$83.5K
IWD icon
7
iShares Russell 1000 Value ETF
IWD
$82B
$13.1M 0.86%
116,113
-13,988
-11% -$1.54M
GOOGL icon
8
Alphabet (Google) Class A
GOOGL
$3.91T
$9.93M 0.65%
139,980
+5,540
+4% +$374K
NVDA icon
9
NVIDIA
NVDA
$5.01T
$8.48M 0.56%
892,760
-165,080
-16% -$1.34M
MRK icon
10
Merck
MRK
$324B
$7.9M 0.52%
107,075
+35,748
+50% +$2.69M
ABBV icon
11
AbbVie
ABBV
$458B
$7.54M 0.5%
76,747
-1,721
-2% -$152K
V icon
12
Visa
V
$677B
$7.45M 0.49%
38,562
-852
-2% -$156K
JNJ icon
13
Johnson & Johnson
JNJ
$635B
$7.36M 0.49%
52,345
-1,809
-3% -$264K
CSCO icon
14
Cisco
CSCO
$450B
$7.32M 0.48%
157,004
+28,007
+22% +$1.23M
IWR icon
15
iShares Russell Mid-Cap ETF
IWR
$56.8B
$6.8M 0.45%
126,866
-1,264
-1% -$63.4K
VZ icon
16
Verizon
VZ
$194B
$6.78M 0.45%
123,047
-7,854
-6% -$442K
INTC icon
17
Intel
INTC
$466B
$5.46M 0.36%
91,233
-530
-0.6% -$31.7K
PFE icon
18
Pfizer
PFE
$140B
$5.38M 0.36%
173,468
-3,635
-2% -$123K
GOOG icon
19
Alphabet (Google) Class C
GOOG
$3.9T
$5.29M 0.35%
74,820
+2,860
+4% +$193K
MCD icon
20
McDonald's
MCD
$188B
$4.95M 0.33%
26,840
+5
+0% +$917
IWB icon
21
iShares Russell 1000 ETF
IWB
$47.7B
$4.92M 0.32%
28,654
+3,189
+13% +$516K
CVX icon
22
Chevron
CVX
$388B
$4.85M 0.32%
54,347
+3,769
+7% +$337K
HD icon
23
Home Depot
HD
$332B
$4.83M 0.32%
19,266
-162
-0.8% -$37.1K
MA icon
24
Mastercard
MA
$477B
$4.78M 0.32%
16,155
+1,161
+8% +$327K
T icon
25
AT&T
T
$165B
$4.75M 0.31%
208,145
-4,468
-2% -$102K
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 Q2 2020 Portfolio in Review

As of Q2 2020, Fulton Bank held 446 positions worth $1.52B, up 21% from $1.25B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q2 2020 filing shows 70 new, 141 increased, 187 reduced and 24 closed positions. Its largest new stake was Boston Scientific: 40,308 shares worth $1.42M. The largest sale was Gilead Sciences, an estimated $3.59M.

By sector, the portfolio is most concentrated in Technology at 7.8% of assets, up from 6.9% a quarter earlier, followed by Healthcare and Financials.

  • Fulton Bank's largest Q2 2020 buy was Boston Scientific: 40,308 shares worth $1.42M.
  • Fulton Bank added most to Merck in Q2 2020, an estimated $2.69M increase.
  • Fulton Bank's biggest Q2 2020 reduction was Gilead Sciences, cutting an estimated $3.59M.
  • Fulton Bank fully exited Allergan plc in Q2 2020, selling an estimated $1.35M.
  • Fulton Bank's ten largest holdings make up 31% of its $1.52B portfolio in Q2 2020.
  • Fulton Bank opened 70 new positions and closed 24 in Q2 2020.
  • Fulton Bank's portfolio value rose 21% quarter-over-quarter to $1.52B.

Based on Fulton Bank's 13F filing for Q2 2020, filed 6 Jul 2020.