FWCM
Ferguson Wellman Capital Management Portfolio holdings
AUM
$5.68B
1-Year Return
24.26%
This Quarter Return
+8.24%
1 Year Return
+24.26%
3 Year Return
+89.31%
5 Year Return
+162.99%
10 Year Return
+355.41%
AUM
$3.4B
AUM Growth
+$262M
(+8.4%)
Cap. Flow
+$30M
Cap. Flow
% of AUM
0.88%
Top 10 Holdings %
Top 10 Hldgs %
26.34%
Holding
367
New
22
Increased
110
Reduced
160
Closed
10
Top Buys
| 1 |
Philip Morris
PM
|
$37.9M |
| 2 |
Truist Financial
TFC
|
$36.4M |
| 3 |
Ameren
AEE
|
$21.6M |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$12.1M |
| 5 |
Motorola Solutions
MSI
|
$11.6M |
Top Sells
| 1 |
STI
SunTrust Banks, Inc.
STI
|
$33.1M |
| 2 |
Exelon
EXC
|
$27.3M |
| 3 |
Altria Group
MO
|
$12.7M |
| 4 |
Cisco
CSCO
|
$12.5M |
| 5 |
Exxon Mobil
XOM
|
$12.3M |
Sector Composition
| 1 | Technology | 16.74% |
| 2 | Financials | 15.64% |
| 3 | Healthcare | 13.52% |
| 4 | Communication Services | 9.38% |
| 5 | Industrials | 7.86% |
