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
$2.37B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$21.8M
3
+$16M
4
OXY icon
Occidental Petroleum
OXY
+$15.9M
5
FDX icon
FedEx
FDX
+$13.6M

Top Sells

1
+$21.3M
2
+$19.6M
3
+$16.2M
4
JAH
JARDEN CORPORATION
JAH
+$15.8M
5
INGR icon
Ingredion
INGR
+$13.9M

Sector Composition

1 Financials 17.98%
2 Healthcare 13.55%
3 Energy 13.16%
4 Technology 11.07%
5 Industrials 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$466K 0.02%
8,760
-330
227
$466K 0.02%
4,602
+720
228
$464K 0.02%
5,638
+2,150
229
$458K 0.02%
8,155
-150
230
$452K 0.02%
8,730
+380
231
$442K 0.02%
6,613
232
$429K 0.02%
30,000
-720
233
$427K 0.02%
10,698
+270
234
$416K 0.02%
9,509
-117
235
$415K 0.02%
14,623
-96,856
236
$409K 0.02%
8,485
-300
237
$406K 0.02%
+5,300
238
$405K 0.02%
10,374
+830
239
$403K 0.02%
+6,728
240
$402K 0.02%
3,028
241
$402K 0.02%
6,065
+75
242
$398K 0.02%
5,500
+1,000
243
$393K 0.02%
7,300
244
$391K 0.02%
10,185
+1,500
245
$390K 0.02%
3,275
+129
246
$381K 0.02%
+4,658
247
$379K 0.02%
9,085
-580
248
$369K 0.02%
4,981
+23
249
$367K 0.02%
5,298
250
$362K 0.02%
3,285
8 9
10
11 12