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
$2.38B
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$22.8M
3
+$20.7M
4
CMCSA icon
Comcast
CMCSA
+$16.9M
5
IPG icon
Interpublic Group of Companies
IPG
+$15.7M

Top Sells

1
+$32.7M
2
+$27.8M
3
+$21.5M
4
FL
Foot Locker
FL
+$19.6M
5
CAH icon
Cardinal Health
CAH
+$17.8M

Sector Composition

1 Financials 15.84%
2 Healthcare 15.64%
3 Technology 13.65%
4 Energy 10.07%
5 Industrials 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$235K 0.01%
2,890
-60
277
$234K 0.01%
3,450
278
$232K 0.01%
40,552
279
$231K 0.01%
6,119
-549
280
$229K 0.01%
2,008
-201
281
$228K 0.01%
+2,000
282
$225K 0.01%
+4,229
283
$225K 0.01%
3,404
-614
284
$225K 0.01%
2,160
285
$224K 0.01%
1,808
-100
286
$219K 0.01%
8,260
287
$219K 0.01%
8,160
288
$218K 0.01%
2,223
289
$217K 0.01%
8,290
290
$216K 0.01%
+4,500
291
$216K 0.01%
20,346
+30
292
$215K 0.01%
1,677
+137
293
$214K 0.01%
8,010
294
$212K 0.01%
878
295
$211K 0.01%
2,664
-125
296
$210K 0.01%
7,690
297
$208K 0.01%
7,990
298
$207K 0.01%
7,540
299
$207K 0.01%
+3,890
300
$206K 0.01%
2,000
10 11
12
13 14