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
$3.43B
AUM Growth
+$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$18.3M
3
+$18.2M
4
CRM icon
Salesforce
CRM
+$13.1M
5
ABT icon
Abbott
ABT
+$12.9M

Top Sells

1
+$22.8M
2
+$20.7M
3
+$16.7M
4
PPG icon
PPG Industries
PPG
+$14M
5
MDT icon
Medtronic
MDT
+$12.8M

Sector Composition

1 Technology 27.28%
2 Financials 12.85%
3 Consumer Discretionary 12.52%
4 Healthcare 12.45%
5 Communication Services 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$373K 0.01%
7,235
-130
252
$370K 0.01%
1,961
+55
253
$367K 0.01%
3,560
+60
254
$363K 0.01%
11,079
-6,586
255
$346K 0.01%
5,533
+1,174
256
$340K 0.01%
6,419
+300
257
$328K 0.01%
5,495
258
$327K 0.01%
3,965
259
$325K 0.01%
1,560
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260
$323K 0.01%
900
261
$308K 0.01%
9,266
262
$305K 0.01%
7,402
263
$303K 0.01%
+14,290
264
$303K 0.01%
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265
$301K 0.01%
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266
$296K 0.01%
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267
$293K 0.01%
1,000
268
$292K 0.01%
830
269
$289K 0.01%
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270
$280K 0.01%
3,924
271
$277K 0.01%
3,190
272
$271K 0.01%
2,810
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273
$270K 0.01%
628
274
$269K 0.01%
1,189
275
$263K 0.01%
7,683
9 10
11
12 13