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
$2.34B
AUM Growth
-$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$28.5M
2
+$14.9M
3
+$13.3M
4
AMGN icon
Amgen
AMGN
+$13.2M
5
GD icon
General Dynamics
GD
+$12.5M

Top Sells

1
+$19.5M
2
+$18.7M
3
+$18.7M
4
AAPL icon
Apple
AAPL
+$18.6M
5
IPG icon
Interpublic Group of Companies
IPG
+$15.7M

Sector Composition

1 Financials 15.12%
2 Healthcare 14.88%
3 Technology 14.04%
4 Industrials 10.65%
5 Energy 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$235K 0.01%
2,750
-325
277
$232K 0.01%
1,808
278
$231K 0.01%
2,160
279
$230K 0.01%
3,450
280
$227K 0.01%
4,429
281
$224K 0.01%
4,500
282
$221K 0.01%
2,233
+99
283
$220K 0.01%
8,260
284
$219K 0.01%
3,310
-190
285
$219K 0.01%
1,677
286
$218K 0.01%
2,854
-550
287
$217K 0.01%
2,982
-426
288
$214K 0.01%
8,160
289
$213K 0.01%
8,290
290
$212K 0.01%
+1,757
291
$212K 0.01%
6,119
292
$211K 0.01%
7,540
293
$210K 0.01%
4,660
294
$209K 0.01%
3,945
295
$207K 0.01%
+2,598
296
$207K 0.01%
8,010
297
$207K 0.01%
7,990
298
$205K 0.01%
2,223
299
$205K 0.01%
7,690
300
$203K 0.01%
2,590
-300
10 11
12
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