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
$2.02B
AUM Growth
+$719M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$36M
2
+$27.4M
3
+$18.6M
4
TTE icon
TotalEnergies
TTE
+$18M
5
CVX icon
Chevron
CVX
+$17.8M

Top Sells

1
+$14M
2
+$12.9M
3
+$12.5M
4
HOUS icon
Anywhere Real Estate
HOUS
+$12.3M
5
AEE icon
Ameren
AEE
+$11.5M

Sector Composition

1 Financials 18.91%
2 Energy 12.25%
3 Technology 11.64%
4 Healthcare 11.53%
5 Industrials 11.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$259K 0.01%
+5,880
252
$258K 0.01%
2,025
253
$258K 0.01%
4,100
-15
254
$257K 0.01%
+2,870
255
$257K 0.01%
3,023
256
$255K 0.01%
4,863
+235
257
$251K 0.01%
4,430
-376
258
$244K 0.01%
3,152
259
$243K 0.01%
+3,700
260
$241K 0.01%
2,700
261
$233K 0.01%
14,920
262
$231K 0.01%
+3,420
263
$230K 0.01%
+9,116
264
$228K 0.01%
6,220
-5,500
265
$225K 0.01%
23,577
+881
266
$224K 0.01%
7,500
-750
267
$222K 0.01%
2,434
268
$222K 0.01%
6,686
269
$217K 0.01%
+6,830
270
$217K 0.01%
3,937
-115
271
$216K 0.01%
+5,533
272
$215K 0.01%
3,391
-45
273
$211K 0.01%
+16,800
274
$210K 0.01%
14,400
275
$203K 0.01%
+3,740
8 9 10
11
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