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
$3.28B
AUM Growth
+$611M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$66.1M
2
+$52.8M
3
+$38.5M
4
AAPL icon
Apple
AAPL
+$30.5M
5
MS icon
Morgan Stanley
MS
+$29.2M

Top Sells

1
+$32.8M
2
+$22.1M
3
+$19.8M
4
DLR icon
Digital Realty Trust
DLR
+$18.7M
5
PGR icon
Progressive
PGR
+$18.5M

Sector Composition

1 Technology 20.62%
2 Healthcare 13.56%
3 Financials 13.21%
4 Communication Services 8.55%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$449K 0.01%
2,867
+235
252
$444K 0.01%
8,706
-100,148
253
$438K 0.01%
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-461
254
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4,898
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255
$428K 0.01%
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256
$417K 0.01%
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257
$417K 0.01%
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258
$402K 0.01%
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259
$401K 0.01%
2,140
260
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261
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21,331
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262
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6,398
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263
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7,588
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264
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265
$370K 0.01%
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266
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267
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268
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14,814
270
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8,928
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271
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272
$314K 0.01%
29,504
273
$313K 0.01%
7,025
274
$305K 0.01%
7,170
275
$305K 0.01%
3,265
+214
9 10
11
12 13