FWCM
Ferguson Wellman Capital Management Portfolio holdings
AUM
$5.68B
1-Year Return
24.26%
This Quarter Return
+1.04%
1 Year Return
+24.26%
3 Year Return
+89.31%
5 Year Return
+162.99%
10 Year Return
+355.41%
AUM
$3.1B
AUM Growth
+$28.6M
(+0.93%)
Cap. Flow
+$13.7M
Cap. Flow
% of AUM
0.44%
Top 10 Holdings %
Top 10 Hldgs %
33.59%
Holding
357
New
11
Increased
90
Reduced
115
Closed
18
Top Buys
| 1 |
Salesforce
CRM
|
$19.1M |
| 2 |
Pfizer
PFE
|
$16.9M |
| 3 |
Amazon
AMZN
|
$14.3M |
| 4 |
Fortive
FTV
|
$12.4M |
| 5 |
Herbalife
HLF
|
$9.8M |
Top Sells
| 1 |
Visa
V
|
$16.8M |
| 2 |
Home Depot
HD
|
$16.7M |
| 3 |
Mondelez International
MDLZ
|
$15.7M |
| 4 |
Johnson & Johnson
JNJ
|
$15.5M |
| 5 |
Carrier Global
CARR
|
$11M |
Sector Composition
| 1 | Technology | 25.16% |
| 2 | Financials | 13.55% |
| 3 | Consumer Discretionary | 12.58% |
| 4 | Healthcare | 11.84% |
| 5 | Communication Services | 10.23% |
