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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
+1.63%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.59B
AUM Growth
-$25.3M
Cap. Flow
+$15M
Cap. Flow %
0.58%
Top 10 Hldgs %
31.13%
Holding
710
New
51
Increased
257
Reduced
303
Closed
45

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.08M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.42M
3
AMAT icon
Applied Materials
AMAT
+$2.79M
4
CBRE icon
CBRE Group
CBRE
+$2.52M
5
AVGO icon
Broadcom
AVGO
+$1.58M

Top Sells

Rank Stock Value
1
MCHP icon
Microchip Technology
MCHP
+$3.03M
2
HST icon
Host Hotels & Resorts
HST
+$2.42M
3
BCE icon
BCE
BCE
+$1.83M
4
WMT icon
Walmart Inc
WMT
+$1.31M
5
BTI icon
British American Tobacco
BTI
+$1.24M

Sector Composition

Rank Sector Weight
1 Technology 11.83%
2 Financials 6.52%
3 Consumer Discretionary 4.29%
4 Healthcare 3.9%
5 Communication Services 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.89T
$71.3M 2.75%
284,779
-5,191
-2% -$1.22M
MSFT icon
2
Microsoft
MSFT
$2.84T
$49.5M 1.91%
117,366
+596
+0.5% +$254K
NVDA icon
3
NVIDIA
NVDA
$5.01T
$46.5M 1.79%
346,020
-2,861
-0.8% -$394K
FULT icon
4
Fulton Financial
FULT
$4.7B
$39.4M 1.52%
2,041,604
-16,235
-0.8% -$318K
IWF icon
5
iShares Russell 1000 Growth ETF
IWF
$122B
$33.4M 1.29%
332,304
-12,384
-4% -$1.22M
AMZN icon
6
Amazon
AMZN
$2.5T
$31.1M 1.2%
141,604
+924
+0.7% +$189K
VOO icon
7
Vanguard S&P 500 ETF
VOO
$968B
$29.3M 1.13%
54,289
+16,762
+45% +$9.08M
META icon
8
Meta Platforms (Facebook)
META
$1.51T
$27.2M 1.05%
46,483
-2,058
-4% -$1.21M
IVV icon
9
iShares Core S&P 500 ETF
IVV
$876B
$25.2M 0.97%
42,775
+5,773
+16% +$3.42M
GOOGL icon
10
Alphabet (Google) Class A
GOOGL
$3.91T
$23.6M 0.91%
124,769
-5,009
-4% -$876K
AVGO icon
11
Broadcom
AVGO
$1.82T
$22.4M 0.86%
96,602
+8,545
+10% +$1.58M
IWD icon
12
iShares Russell 1000 Value ETF
IWD
$82B
$20.2M 0.78%
109,171
-4,768
-4% -$915K
MA icon
13
Mastercard
MA
$477B
$16.4M 0.63%
31,069
-265
-0.8% -$137K
GOOG icon
14
Alphabet (Google) Class C
GOOG
$3.9T
$14.8M 0.57%
77,667
+3,052
+4% +$539K
JPM icon
15
JPMorgan Chase
JPM
$939B
$12.8M 0.49%
53,314
-1,503
-3% -$350K
LLY icon
16
Eli Lilly
LLY
$1.07T
$11.4M 0.44%
14,758
+1,282
+10% +$1.06M
TSLA icon
17
Tesla
TSLA
$1.24T
$10.4M 0.4%
25,865
+4,059
+19% +$1.31M
BRK.B icon
18
Berkshire Hathaway Class B
BRK.B
$1.07T
$10.3M 0.4%
22,761
-1,514
-6% -$699K
HD icon
19
Home Depot
HD
$332B
$10.2M 0.39%
26,213
-65
-0.2% -$26.6K
V icon
20
Visa
V
$677B
$10.1M 0.39%
31,826
-688
-2% -$207K
NFLX icon
21
Netflix
NFLX
$292B
$9.97M 0.38%
111,850
-2,760
-2% -$227K
ABBV icon
22
AbbVie
ABBV
$458B
$9.43M 0.36%
53,062
+5,351
+11% +$984K
EFA icon
23
iShares MSCI EAFE ETF
EFA
$76.4B
$8.87M 0.34%
117,309
+18,949
+19% +$1.5M
CSCO icon
24
Cisco
CSCO
$450B
$8.67M 0.33%
146,430
-11,458
-7% -$654K
KLAC icon
25
KLA
KLAC
$275B
$8.62M 0.33%
136,770
+810
+0.6% +$54.7K
1
2 3 4 5

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MWM
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AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
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 Q4 2024 Portfolio in Review

As of Q4 2024, Fulton Bank held 710 positions worth $2.59B, down 0.97% from $2.62B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q4 2024 filing shows 51 new, 257 increased, 303 reduced and 45 closed positions. Its largest new stake was Bank of Montreal: 14,497 shares worth $1.41M. The largest sale was Microchip Technology, an estimated $3.03M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 11% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Fulton Bank's largest Q4 2024 buy was Bank of Montreal: 14,497 shares worth $1.41M.
  • Fulton Bank added most to Vanguard S&P 500 ETF in Q4 2024, an estimated $9.08M increase.
  • Fulton Bank's biggest Q4 2024 reduction was Microchip Technology, cutting an estimated $3.03M.
  • Fulton Bank fully exited BCE in Q4 2024, selling an estimated $1.83M.
  • Fulton Bank's ten largest holdings make up 31% of its $2.59B portfolio in Q4 2024.
  • Fulton Bank opened 51 new positions and closed 45 in Q4 2024.
  • Fulton Bank's portfolio value fell 0.97% quarter-over-quarter to $2.59B.

Based on Fulton Bank's 13F filing for Q4 2024, filed 8 Jan 2025.