FWCM

Ferguson Wellman Capital Management Portfolio holdings

AUM $6.16B
1-Year Est. Return 26.6%
This Quarter Est. Return
1 Year Est. Return
+26.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.02B
AUM Growth
+$719M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$36M
2
+$27.4M
3
+$18.6M
4
TTE icon
TotalEnergies
TTE
+$18M
5
CVX icon
Chevron
CVX
+$17.8M

Top Sells

1
+$14M
2
+$12.9M
3
+$12.5M
4
HOUS icon
Anywhere Real Estate
HOUS
+$12.3M
5
AEE icon
Ameren
AEE
+$11.5M

Sector Composition

1 Financials 18.91%
2 Energy 12.25%
3 Technology 11.64%
4 Healthcare 11.53%
5 Industrials 11.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$386K 0.02%
4,100
227
$382K 0.02%
5,907
+17
228
$377K 0.02%
6,620
-6,340
229
$372K 0.02%
6,437
-300
230
$371K 0.02%
11,808
-369
231
$370K 0.02%
60,000
-8,750
232
$365K 0.02%
7,250
233
$364K 0.02%
8,350
234
$357K 0.02%
30,720
235
$356K 0.02%
15,095
-152
236
$353K 0.02%
11,257
+5,426
237
$347K 0.02%
+4,025
238
$341K 0.02%
3,285
239
$324K 0.02%
10,084
+140
240
$310K 0.02%
3,146
241
$308K 0.02%
3,152
242
$301K 0.01%
7,300
243
$298K 0.01%
4,236
-139
244
$297K 0.01%
3,500
245
$296K 0.01%
5,508
246
$291K 0.01%
11,700
247
$270K 0.01%
4,320
-1,280
248
$266K 0.01%
4,300
249
$264K 0.01%
+4,703
250
$261K 0.01%
5,575
-2,100
8 9
10
11 12