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
$2.24B
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$20.9M
3
+$16.1M
4
AAPL icon
Apple
AAPL
+$15.9M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$15.5M

Top Sells

1
+$24.3M
2
+$18.4M
3
+$17.5M
4
LEA icon
Lear
LEA
+$17.1M
5
TRV icon
Travelers Companies
TRV
+$15.6M

Sector Composition

1 Financials 18.97%
2 Healthcare 12.98%
3 Industrials 11.33%
4 Energy 11.3%
5 Technology 11.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$324K 0.01%
9,367
-441
252
$324K 0.01%
1,985
253
$324K 0.01%
13,431
-3,003
254
$319K 0.01%
4,000
255
$316K 0.01%
8,685
-122,747
256
$312K 0.01%
4,375
-1,569
257
$310K 0.01%
4,500
-1,880
258
$300K 0.01%
14,400
-8,700
259
$300K 0.01%
8,740
-1,800
260
$298K 0.01%
3,980
-300
261
$295K 0.01%
19,680
-10,440
262
$294K 0.01%
11,700
263
$290K 0.01%
7,000
-35,485
264
$288K 0.01%
9,010
-3,940
265
$287K 0.01%
2,952
266
$282K 0.01%
3,700
267
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268
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6,807
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269
$276K 0.01%
+6,275
270
$272K 0.01%
4,100
271
$263K 0.01%
3,937
272
$260K 0.01%
9,870
-7,770
273
$258K 0.01%
9,116
274
$254K 0.01%
7,067
-6,622
275
$252K 0.01%
1,700
9 10
11
12 13