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
$2.37B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$21.8M
3
+$16M
4
OXY icon
Occidental Petroleum
OXY
+$15.9M
5
FDX icon
FedEx
FDX
+$13.6M

Top Sells

1
+$21.3M
2
+$19.6M
3
+$16.2M
4
JAH
JARDEN CORPORATION
JAH
+$15.8M
5
INGR icon
Ingredion
INGR
+$13.9M

Sector Composition

1 Financials 17.98%
2 Healthcare 13.55%
3 Energy 13.16%
4 Technology 11.07%
5 Industrials 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$275K 0.01%
9,116
277
$267K 0.01%
7,998
-5,427
278
$263K 0.01%
7,540
-5,160
279
$262K 0.01%
+4,070
280
$259K 0.01%
15,920
+1,320
281
$258K 0.01%
7,365
-86,262
282
$257K 0.01%
3,697
+162
283
$254K 0.01%
+5,866
284
$250K 0.01%
2,700
285
$243K 0.01%
1,700
286
$243K 0.01%
7,107
+40
287
$240K 0.01%
2,036
+135
288
$235K 0.01%
5,660
-500
289
$232K 0.01%
+3,990
290
$229K 0.01%
3,900
291
$223K 0.01%
4,600
292
$220K 0.01%
+9,375
293
$217K 0.01%
+6,581
294
$217K 0.01%
3,750
-4,300
295
$217K 0.01%
17,504
+704
296
$217K 0.01%
+5,544
297
$213K 0.01%
+8,600
298
$209K 0.01%
+1,238
299
$209K 0.01%
+4,615
300
$209K 0.01%
4,434
-1,841
9 10 11
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