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
$4.92B
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$39.3M
2
+$33.2M
3
+$21.4M
4
AMZN icon
Amazon
AMZN
+$13.2M
5
XOM icon
Exxon Mobil
XOM
+$11.2M

Top Sells

1
+$44.4M
2
+$38.4M
3
+$36.7M
4
CMCSA icon
Comcast
CMCSA
+$36.6M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12.1M

Sector Composition

1 Technology 29.93%
2 Financials 12.13%
3 Healthcare 11.49%
4 Industrials 8.44%
5 Communication Services 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$506K 0.01%
2,163
-178
227
$502K 0.01%
2,942
228
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5,092
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229
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5,147
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230
$493K 0.01%
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231
$482K 0.01%
1,560
232
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233
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7,278
234
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4,085
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235
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236
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1,532
-2,571
237
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674
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238
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1,785
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239
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240
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765
241
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242
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246
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247
$423K 0.01%
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248
$419K 0.01%
5,373
-11,897
249
$413K 0.01%
6,285
250
$413K 0.01%
3,336
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10
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