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
$2.77B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$19.1M
3
+$18.5M
4
DLR icon
Digital Realty Trust
DLR
+$14.5M
5
DVN icon
Devon Energy
DVN
+$12.4M

Top Sells

1
+$25.8M
2
+$23.7M
3
+$13.7M
4
BA icon
Boeing
BA
+$12.6M
5
CSCO icon
Cisco
CSCO
+$11.5M

Sector Composition

1 Financials 17.48%
2 Technology 14.24%
3 Healthcare 14.05%
4 Industrials 11.69%
5 Energy 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$371K 0.01%
3,185
252
$370K 0.01%
10,308
253
$370K 0.01%
13,220
-1,300
254
$369K 0.01%
7,126
-340
255
$368K 0.01%
4,566
-302
256
$366K 0.01%
2,765
+13
257
$363K 0.01%
5,167
-276
258
$362K 0.01%
2,879
259
$351K 0.01%
6,444
-803
260
$347K 0.01%
7,176
-113
261
$342K 0.01%
5,764
+104
262
$339K 0.01%
1,178
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263
$338K 0.01%
4,234
264
$338K 0.01%
7,085
-100
265
$336K 0.01%
+5,230
266
$329K 0.01%
2,434
-178
267
$326K 0.01%
1,745
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268
$318K 0.01%
3,795
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269
$315K 0.01%
4,500
270
$310K 0.01%
5,539
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271
$308K 0.01%
6,073
-400
272
$307K 0.01%
2,664
+45
273
$302K 0.01%
2,425
274
$296K 0.01%
3,845
-295
275
$286K 0.01%
1,933
-285
9 10
11
12 13