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
$2.38B
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$22.8M
3
+$20.7M
4
CMCSA icon
Comcast
CMCSA
+$16.9M
5
IPG icon
Interpublic Group of Companies
IPG
+$15.7M

Top Sells

1
+$32.7M
2
+$27.8M
3
+$21.5M
4
FL
Foot Locker
FL
+$19.6M
5
CAH icon
Cardinal Health
CAH
+$17.8M

Sector Composition

1 Financials 15.84%
2 Healthcare 15.64%
3 Technology 13.65%
4 Energy 10.07%
5 Industrials 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$308K 0.01%
5,529
252
$302K 0.01%
17,180
-5,850
253
$301K 0.01%
7,351
+236
254
$297K 0.01%
+1,284
255
$289K 0.01%
2,895
-270
256
$289K 0.01%
2,692
257
$286K 0.01%
7,697
258
$283K 0.01%
7,390
-1,555
259
$278K 0.01%
3,500
260
$275K 0.01%
7,850
+550
261
$271K 0.01%
3,500
-1,100
262
$271K 0.01%
3,472
263
$267K 0.01%
+5,420
264
$263K 0.01%
+7,254
265
$261K 0.01%
10,055
266
$261K 0.01%
3,408
+426
267
$260K 0.01%
4,835
-650
268
$255K 0.01%
2,886
-1,299
269
$252K 0.01%
2,176
270
$251K 0.01%
2,952
271
$251K 0.01%
5,860
-200
272
$249K 0.01%
6,344
+1,689
273
$249K 0.01%
3,075
+45
274
$238K 0.01%
4,429
+259
275
$237K 0.01%
5,596
9 10
11
12 13