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
$3.43B
AUM Growth
+$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$18.3M
3
+$18.2M
4
CRM icon
Salesforce
CRM
+$13.1M
5
ABT icon
Abbott
ABT
+$12.9M

Top Sells

1
+$22.8M
2
+$20.7M
3
+$16.7M
4
PPG icon
PPG Industries
PPG
+$14M
5
MDT icon
Medtronic
MDT
+$12.8M

Sector Composition

1 Technology 27.28%
2 Financials 12.85%
3 Consumer Discretionary 12.52%
4 Healthcare 12.45%
5 Communication Services 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$511K 0.01%
2,005
227
$507K 0.01%
3,680
228
$503K 0.01%
5,276
229
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230
$482K 0.01%
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231
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2,189
232
$470K 0.01%
1,465
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233
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4,062
234
$457K 0.01%
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235
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10,225
+1,100
236
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237
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4,915
238
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4,040
239
$423K 0.01%
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241
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242
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243
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244
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245
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246
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247
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248
$396K 0.01%
4,320
249
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1,045
-10
250
$386K 0.01%
2,016
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8 9
10
11 12