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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
-1.29%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.48B
AUM Growth
-$117M
Cap. Flow
-$21.8M
Cap. Flow %
-0.88%
Top 10 Hldgs %
31.23%
Holding
694
New
29
Increased
211
Reduced
332
Closed
55

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.54M
2
AMZN icon
Amazon
AMZN
+$1.44M
3
FLEX icon
Flex
FLEX
+$1.23M
4
AMAT icon
Applied Materials
AMAT
+$1.19M
5
TSLA icon
Tesla
TSLA
+$938K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$2.41M
2
AVGO icon
Broadcom
AVGO
+$1.54M
3
AAPL icon
Apple
AAPL
+$1.51M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.16M
5
DE icon
Deere & Co
DE
+$1.06M

Sector Composition

Rank Sector Weight
1 Technology 10.68%
2 Financials 6.51%
3 Healthcare 4.15%
4 Consumer Discretionary 4.1%
5 Communication Services 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.77T
$61.8M 2.5%
278,270
-6,509
-2% -$1.51M
MSFT icon
2
Microsoft
MSFT
$2.99T
$44M 1.78%
117,313
-53
-0% -$21.6K
FULT icon
3
Fulton Financial
FULT
$4.69B
$36.9M 1.49%
2,039,303
-2,301
-0.1% -$44.8K
NVDA icon
4
NVIDIA
NVDA
$4.96T
$35.4M 1.43%
326,982
-19,038
-6% -$2.41M
VOO icon
5
Vanguard S&P 500 ETF
VOO
$976B
$30.3M 1.22%
58,984
+4,695
+9% +$2.54M
IWF icon
6
iShares Russell 1000 Growth ETF
IWF
$124B
$29.7M 1.2%
329,196
-3,108
-0.9% -$307K
AMZN icon
7
Amazon
AMZN
$2.7T
$28.2M 1.14%
148,248
+6,644
+5% +$1.44M
META icon
8
Meta Platforms (Facebook)
META
$1.65T
$26.4M 1.07%
45,785
-698
-2% -$450K
IVV icon
9
iShares Core S&P 500 ETF
IVV
$883B
$24.2M 0.98%
43,021
+246
+0.6% +$145K
IWD icon
10
iShares Russell 1000 Value ETF
IWD
$81.7B
$20.2M 0.82%
107,437
-1,734
-2% -$330K
GOOGL icon
11
Alphabet (Google) Class A
GOOGL
$4.31T
$19M 0.77%
122,860
-1,909
-2% -$346K
MA icon
12
Mastercard
MA
$483B
$16.7M 0.67%
30,478
-591
-2% -$322K
AVGO icon
13
Broadcom
AVGO
$1.82T
$15M 0.6%
89,348
-7,254
-8% -$1.54M
GOOG icon
14
Alphabet (Google) Class C
GOOG
$4.31T
$12.5M 0.5%
79,960
+2,293
+3% +$420K
JPM icon
15
JPMorgan Chase
JPM
$902B
$12.1M 0.49%
49,232
-4,082
-8% -$1.04M
BRK.B icon
16
Berkshire Hathaway Class B
BRK.B
$1.06T
$11.8M 0.48%
22,127
-634
-3% -$308K
LLY icon
17
Eli Lilly
LLY
$1.03T
$11.6M 0.47%
13,997
-761
-5% -$633K
V icon
18
Visa
V
$689B
$10.9M 0.44%
31,238
-588
-2% -$199K
ABBV icon
19
AbbVie
ABBV
$448B
$10.9M 0.44%
51,883
-1,179
-2% -$229K
NFLX icon
20
Netflix
NFLX
$285B
$9.51M 0.38%
102,010
-9,840
-9% -$936K
HD icon
21
Home Depot
HD
$332B
$9.45M 0.38%
25,790
-423
-2% -$165K
KLAC icon
22
KLA
KLAC
$274B
$9.41M 0.38%
138,420
+1,650
+1% +$119K
CSCO icon
23
Cisco
CSCO
$440B
$8.44M 0.34%
136,828
-9,602
-7% -$591K
CVX icon
24
Chevron
CVX
$379B
$8.43M 0.34%
50,418
-2,460
-5% -$385K
EFA icon
25
iShares MSCI EAFE ETF
EFA
$76.1B
$8.41M 0.34%
102,959
-14,350
-12% -$1.16M
1
2 3 4 5

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MWM
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EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
AFG
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PCM
Prana Capital Management Greenwich, Connecticut $3.29B AUM 2.24% 1-Year Est. Return
FEG
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AIP
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NMERB
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Fulton Bank's Q1 2025 Portfolio in Review

As of Q1 2025, Fulton Bank held 694 positions worth $2.48B, down 4.5% from $2.59B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q1 2025 filing shows 29 new, 211 increased, 332 reduced and 55 closed positions. Its largest new stake was iShares MSCI ACWI ETF: 6,372 shares worth $742K. The largest sale was NVIDIA, an estimated $2.41M.

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

  • Fulton Bank's largest Q1 2025 buy was iShares MSCI ACWI ETF: 6,372 shares worth $742K.
  • Fulton Bank added most to Vanguard S&P 500 ETF in Q1 2025, an estimated $2.54M increase.
  • Fulton Bank's biggest Q1 2025 reduction was NVIDIA, cutting an estimated $2.41M.
  • Fulton Bank fully exited Delta Air Lines in Q1 2025, selling an estimated $382K.
  • Fulton Bank's ten largest holdings make up 31% of its $2.48B portfolio in Q1 2025.
  • Fulton Bank opened 29 new positions and closed 55 in Q1 2025.
  • Fulton Bank's portfolio value fell 4.5% quarter-over-quarter to $2.48B.

Based on Fulton Bank's 13F filing for Q1 2025, filed 9 Apr 2025.