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
$2.77B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$19.1M
3
+$18.5M
4
DLR icon
Digital Realty Trust
DLR
+$14.5M
5
DVN icon
Devon Energy
DVN
+$12.4M

Top Sells

1
+$25.8M
2
+$23.7M
3
+$13.7M
4
BA icon
Boeing
BA
+$12.6M
5
CSCO icon
Cisco
CSCO
+$11.5M

Sector Composition

1 Financials 17.48%
2 Technology 14.24%
3 Healthcare 14.05%
4 Industrials 11.69%
5 Energy 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$284K 0.01%
6,230
277
$284K 0.01%
7,330
-1,330
278
$275K 0.01%
35,649
279
$272K 0.01%
4,221
280
$267K 0.01%
3,472
-225
281
$264K 0.01%
5,171
282
$264K 0.01%
1,768
+15
283
$263K 0.01%
1,284
-155
284
$263K 0.01%
1,160
285
$261K 0.01%
4,660
286
$257K 0.01%
9,855
-200
287
$256K 0.01%
7,608
-96,217
288
$254K 0.01%
+6,028
289
$251K 0.01%
4,725
+180
290
$250K 0.01%
5,750
291
$248K 0.01%
3,344
-1,082
292
$246K 0.01%
3,565
-200
293
$243K 0.01%
+11,203
294
$240K 0.01%
4,281
-4,842
295
$239K 0.01%
5,229
-500
296
$235K 0.01%
1,971
-780
297
$233K 0.01%
+52,080
298
$232K 0.01%
+9,375
299
$232K 0.01%
1,220
-274
300
$228K 0.01%
2,943
+90
10 11
12
13 14