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
$2.02B
AUM Growth
+$719M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$36M
2
+$27.4M
3
+$18.6M
4
TTE icon
TotalEnergies
TTE
+$18M
5
CVX icon
Chevron
CVX
+$17.8M

Top Sells

1
+$14M
2
+$12.9M
3
+$12.5M
4
HOUS icon
Anywhere Real Estate
HOUS
+$12.3M
5
AEE icon
Ameren
AEE
+$11.5M

Sector Composition

1 Financials 18.91%
2 Energy 12.25%
3 Technology 11.64%
4 Healthcare 11.53%
5 Industrials 11.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$203K 0.01%
+4,600
277
$189K 0.01%
+26,478
278
$175K 0.01%
+11,920
279
$148K 0.01%
+1,429
280
$49K ﹤0.01%
15,500
281
– –
-530,731
282
– –
-147,170
283
– –
-8,600
284
– –
-7,275
285
– –
-6,360
286
– –
-14,050
287
– –
-255,495
288
– –
-3,400
8 9 10 11
12