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
$3.63B
AUM Growth
+$352M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$34.6M
2
+$29.2M
3
+$22.6M
4
QCOM icon
Qualcomm
QCOM
+$18.1M
5
AMZN icon
Amazon
AMZN
+$17.7M

Top Sells

1
+$31.5M
2
+$30.5M
3
+$19.2M
4
AAPL icon
Apple
AAPL
+$11.7M
5
ZTS icon
Zoetis
ZTS
+$9.85M

Sector Composition

1 Technology 19.72%
2 Healthcare 13.19%
3 Financials 11.72%
4 Consumer Discretionary 10.3%
5 Industrials 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$470K 0.01%
17,135
-1,250
252
$468K 0.01%
7,368
+970
253
$465K 0.01%
+7,958
254
$465K 0.01%
11,465
-350
255
$463K 0.01%
7,542
256
$444K 0.01%
9,765
-2,050
257
$444K 0.01%
2,676
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258
$434K 0.01%
18,030
259
$434K 0.01%
5,354
260
$424K 0.01%
7,397
-378
261
$417K 0.01%
+6,000
262
$417K 0.01%
21,973
+6,600
263
$413K 0.01%
16,197
-1,523
264
$413K 0.01%
12,600
-4,702
265
$397K 0.01%
9,872
266
$384K 0.01%
14,059
267
$384K 0.01%
2,692
268
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$383K 0.01%
7,508
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270
$381K 0.01%
23,820
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271
$379K 0.01%
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272
$378K 0.01%
14,268
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273
$372K 0.01%
14,322
-1,659
274
$364K 0.01%
6,127
275
$364K 0.01%
14,814
9 10
11
12 13