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
$2.25B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$9.18M
3
+$8.5M
4
PFG icon
Principal Financial Group
PFG
+$8.24M
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$7.46M

Top Sells

1
+$19.6M
2
+$13.7M
3
+$12.4M
4
MDT icon
Medtronic
MDT
+$9.26M
5
LEG icon
Leggett & Platt
LEG
+$4.17M

Sector Composition

1 Financials 17.51%
2 Healthcare 16.27%
3 Technology 12.43%
4 Industrials 10.31%
5 Energy 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$461K 0.02%
4,673
+472
227
$450K 0.02%
3,937
228
$442K 0.02%
12,045
-100
229
$437K 0.02%
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230
$436K 0.02%
8,350
231
$433K 0.02%
5,207
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232
$428K 0.02%
10,232
+271
233
$427K 0.02%
11,978
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234
$424K 0.02%
16,335
-7,445
235
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5,680
-2,420
236
$420K 0.02%
14,297
-1,441
237
$412K 0.02%
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238
$408K 0.02%
5,750
239
$398K 0.02%
15,540
-1,220
240
$395K 0.02%
9,116
241
$390K 0.02%
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242
$389K 0.02%
11,875
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243
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244
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16,401
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245
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6,218
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246
$372K 0.02%
7,745
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247
$356K 0.02%
7,785
-275
248
$350K 0.02%
7,300
249
$347K 0.02%
2,940
-173
250
$345K 0.02%
3,285
8 9
10
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