FWCM

Ferguson Wellman Capital Management Portfolio holdings

AUM $6.24B
1-Year Est. Return 26.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.68B
AUM Growth
+$529M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$80.5M
2
+$30.8M
3
+$22.9M
4
UBER icon
Uber
UBER
+$19.4M
5
MRK icon
Merck
MRK
+$10.9M

Top Sells

1
+$67.3M
2
+$59.4M
3
+$14.7M
4
CRWD icon
CrowdStrike
CRWD
+$14.4M
5
IYH icon
iShares US Healthcare ETF
IYH
+$10.7M

Sector Composition

1 Technology 30.96%
2 Financials 15.87%
3 Healthcare 9.39%
4 Communication Services 7.87%
5 Consumer Discretionary 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$504K 0.01%
1,800
-1,000
227
$503K 0.01%
7,350
228
$497K 0.01%
994
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229
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230
$486K 0.01%
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232
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233
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234
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306
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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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246
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247
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249
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338
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250
$339K 0.01%
2,676
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8 9
10
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