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
$3.43B
AUM Growth
+$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$18.3M
3
+$18.2M
4
CRM icon
Salesforce
CRM
+$13.1M
5
ABT icon
Abbott
ABT
+$12.9M

Top Sells

1
+$22.8M
2
+$20.7M
3
+$16.7M
4
PPG icon
PPG Industries
PPG
+$14M
5
MDT icon
Medtronic
MDT
+$12.8M

Sector Composition

1 Technology 27.28%
2 Financials 12.85%
3 Consumer Discretionary 12.52%
4 Healthcare 12.45%
5 Communication Services 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$262K 0.01%
1,493
277
$262K 0.01%
5,708
+100
278
$249K 0.01%
2,147
279
$246K 0.01%
2,160
280
$244K 0.01%
2,665
281
$243K 0.01%
3,922
-237
282
$242K 0.01%
402
+10
283
$240K 0.01%
1,420
284
$237K 0.01%
360
-4
285
$236K 0.01%
+455
286
$234K 0.01%
+1,529
287
$233K 0.01%
830
288
$233K 0.01%
2,124
289
$225K 0.01%
3,970
-27,500
290
$224K 0.01%
+4,950
291
$219K 0.01%
+1,600
292
$217K 0.01%
+1,252
293
$213K 0.01%
464
-5,199
294
$212K 0.01%
2,100
295
$210K 0.01%
330
296
$209K 0.01%
+715
297
$207K 0.01%
+2,422
298
$206K 0.01%
+551
299
$206K 0.01%
1,103
300
$202K 0.01%
+2,985
9 10 11
12
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