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
$3.63B
AUM Growth
+$352M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$34.6M
2
+$29.2M
3
+$22.6M
4
QCOM icon
Qualcomm
QCOM
+$18.1M
5
AMZN icon
Amazon
AMZN
+$17.7M

Top Sells

1
+$31.5M
2
+$30.5M
3
+$19.2M
4
AAPL icon
Apple
AAPL
+$11.7M
5
ZTS icon
Zoetis
ZTS
+$9.85M

Sector Composition

1 Technology 19.72%
2 Healthcare 13.19%
3 Financials 11.72%
4 Consumer Discretionary 10.3%
5 Industrials 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$362K 0.01%
2,140
277
$359K 0.01%
39,180
-19,500
278
$357K 0.01%
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279
$356K 0.01%
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280
$344K 0.01%
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281
$343K 0.01%
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282
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4,040
283
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284
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285
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286
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287
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288
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289
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290
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291
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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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298
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+19,800
299
$266K 0.01%
4,690
300
$262K 0.01%
8,928
10 11
12
13 14