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
$5.15B
AUM Growth
-$99.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$53.1M
2
+$45.4M
3
+$41.1M
4
CSCO icon
Cisco
CSCO
+$41M
5
NKE icon
Nike
NKE
+$29.5M

Top Sells

1
+$51.1M
2
+$39.2M
3
+$36.4M
4
AN icon
AutoNation
AN
+$33M
5
TXT icon
Textron
TXT
+$31.6M

Sector Composition

1 Technology 27.07%
2 Financials 15.86%
3 Healthcare 11.42%
4 Consumer Discretionary 7.83%
5 Communication Services 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$500K 0.01%
2,185
-168
227
$496K 0.01%
1,560
228
$490K 0.01%
1,168
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229
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230
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5,246
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231
$474K 0.01%
6,059
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232
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233
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7,350
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234
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328
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235
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6,285
236
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237
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238
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239
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240
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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
$391K 0.01%
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248
$381K 0.01%
9,096
-125,695
249
$378K 0.01%
805
250
$376K 0.01%
694
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10
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