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
$4.92B
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$39.3M
2
+$33.2M
3
+$21.4M
4
AMZN icon
Amazon
AMZN
+$13.2M
5
XOM icon
Exxon Mobil
XOM
+$11.2M

Top Sells

1
+$44.4M
2
+$38.4M
3
+$36.7M
4
CMCSA icon
Comcast
CMCSA
+$36.6M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12.1M

Sector Composition

1 Technology 29.93%
2 Financials 12.13%
3 Healthcare 11.49%
4 Industrials 8.44%
5 Communication Services 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$409K 0.01%
6,780
-8,650
252
$396K 0.01%
13,448
-1,247,058
253
$395K 0.01%
10,659
-1,830
254
$385K 0.01%
301
255
$382K 0.01%
9,940
-11,415
256
$378K 0.01%
2,556
+761
257
$378K 0.01%
850
258
$378K 0.01%
805
259
$372K 0.01%
5,426
-83,184
260
$369K 0.01%
13,872
261
$367K 0.01%
3,838
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262
$361K 0.01%
1,600
263
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7,387
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264
$350K 0.01%
1,746
-3,188
265
$347K 0.01%
3,086
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266
$343K 0.01%
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267
$332K 0.01%
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268
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269
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12,573
-23,595
270
$324K 0.01%
10,464
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271
$312K 0.01%
346
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272
$312K 0.01%
1,265
-68
273
$311K 0.01%
8,011
-5,836
274
$311K 0.01%
2,137
-45
275
$296K 0.01%
8,460
+376
9 10
11
12 13