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
$2.25B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$9.18M
3
+$8.5M
4
PFG icon
Principal Financial Group
PFG
+$8.24M
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$7.46M

Top Sells

1
+$19.6M
2
+$13.7M
3
+$12.4M
4
MDT icon
Medtronic
MDT
+$9.26M
5
LEG icon
Leggett & Platt
LEG
+$4.17M

Sector Composition

1 Financials 17.51%
2 Healthcare 16.27%
3 Technology 12.43%
4 Industrials 10.31%
5 Energy 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$340K 0.02%
1,252
252
$338K 0.02%
44,307
-1,240
253
$338K 0.02%
2,766
254
$333K 0.01%
4,600
-700
255
$332K 0.01%
4,129
-400
256
$317K 0.01%
1,700
257
$316K 0.01%
18,475
-550
258
$316K 0.01%
3,500
259
$311K 0.01%
3,600
260
$303K 0.01%
7,000
261
$297K 0.01%
1,710
-68
262
$296K 0.01%
+4,189
263
$295K 0.01%
25,338
264
$293K 0.01%
+7,478
265
$292K 0.01%
2,751
266
$292K 0.01%
2,710
267
$288K 0.01%
7,110
268
$286K 0.01%
4,186
269
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270
$276K 0.01%
8,711
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271
$263K 0.01%
7,060
272
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+5,434
273
$247K 0.01%
9,621
-535
274
$244K 0.01%
3,472
-823
275
$243K 0.01%
7,697
-401
9 10
11
12 13