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
$3.28B
AUM Growth
+$611M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$66.1M
2
+$52.8M
3
+$38.5M
4
AAPL icon
Apple
AAPL
+$30.5M
5
MS icon
Morgan Stanley
MS
+$29.2M

Top Sells

1
+$32.8M
2
+$22.1M
3
+$19.8M
4
DLR icon
Digital Realty Trust
DLR
+$18.7M
5
PGR icon
Progressive
PGR
+$18.5M

Sector Composition

1 Technology 20.62%
2 Healthcare 13.56%
3 Financials 13.21%
4 Communication Services 8.55%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$304K 0.01%
4,540
-300
277
$304K 0.01%
5,354
278
$301K 0.01%
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279
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280
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281
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282
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283
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284
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285
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287
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288
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289
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290
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11,249
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291
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292
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293
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294
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295
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296
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297
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11,690
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298
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299
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+8,575
300
$226K 0.01%
4,410
-1,860
9 10 11
12
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