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
$4.26B
AUM Growth
+$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$41.8M
2
+$32M
3
+$30.8M
4
GILD icon
Gilead Sciences
GILD
+$20.5M
5
PG icon
Procter & Gamble
PG
+$15.8M

Top Sells

1
+$35.5M
2
+$33.5M
3
+$27M
4
UNH icon
UnitedHealth
UNH
+$21.6M
5
CSCO icon
Cisco
CSCO
+$17.5M

Sector Composition

1 Technology 25.61%
2 Healthcare 13.6%
3 Financials 12.57%
4 Consumer Discretionary 8.8%
5 Industrials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$587K 0.01%
2,345
+65
227
$581K 0.01%
15,405
-810
228
$578K 0.01%
6,920
-2,335
229
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$573K 0.01%
1,257
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231
$560K 0.01%
9,077
232
$557K 0.01%
4,190
233
$554K 0.01%
29,544
234
$547K 0.01%
11,787
235
$539K 0.01%
15,314
236
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7,480
237
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238
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239
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240
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5,495
241
$461K 0.01%
9,025
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242
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243
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245
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246
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247
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5,276
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248
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-45
249
$411K 0.01%
7,129
-209
250
$409K 0.01%
519
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10
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