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
$2.34B
AUM Growth
-$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$28.5M
2
+$14.9M
3
+$13.3M
4
AMGN icon
Amgen
AMGN
+$13.2M
5
GD icon
General Dynamics
GD
+$12.5M

Top Sells

1
+$19.5M
2
+$18.7M
3
+$18.7M
4
AAPL icon
Apple
AAPL
+$18.6M
5
IPG icon
Interpublic Group of Companies
IPG
+$15.7M

Sector Composition

1 Financials 15.12%
2 Healthcare 14.88%
3 Technology 14.04%
4 Industrials 10.65%
5 Energy 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$307K 0.01%
7,200
-170
252
$307K 0.01%
7,150
-700
253
$299K 0.01%
3,500
254
$296K 0.01%
1,284
255
$293K 0.01%
2,398
+222
256
$287K 0.01%
2,952
257
$284K 0.01%
+4,544
258
$282K 0.01%
7,697
259
$276K 0.01%
+8,423
260
$275K 0.01%
+4,018
261
$275K 0.01%
878
262
$269K 0.01%
20,316
-30
263
$268K 0.01%
4,229
264
$265K 0.01%
39,239
-1,313
265
$263K 0.01%
2,048
+40
266
$261K 0.01%
10,055
267
$259K 0.01%
5,780
-80
268
$258K 0.01%
6,566
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269
$258K 0.01%
2,886
270
$258K 0.01%
3,472
271
$251K 0.01%
4,285
-550
272
$247K 0.01%
2,125
-770
273
$247K 0.01%
6,344
274
$243K 0.01%
6,230
-1,160
275
$241K 0.01%
+1,212
9 10
11
12 13