FWCM
Ferguson Wellman Capital Management Portfolio holdings
AUM
$5.68B
This Quarter Return
+12.61%
1 Year Return
+24.26%
3 Year Return
+89.31%
5 Year Return
+162.99%
10 Year Return
+355.41%
AUM
$3.43B
AUM Growth
+$3.43B
(+11%)
Cap. Flow
-$7.69M
Cap. Flow
% of AUM
-0.22%
Top 10 Holdings %
Top 10 Hldgs %
35.34%
Holding
356
New
17
Increased
108
Reduced
131
Closed
19
Top Buys
| 1 |
Brown & Brown
BRO
|
$19.2M |
| 2 |
Blackstone
BX
|
$18.3M |
| 3 |
McDonald's
MCD
|
$18.2M |
| 4 |
Salesforce
CRM
|
$13.1M |
| 5 |
Abbott
ABT
|
$12.9M |
Top Sells
| 1 |
Electronic Arts
EA
|
$22.8M |
| 2 |
Allstate
ALL
|
$20.7M |
| 3 |
Leggett & Platt
LEG
|
$16.7M |
| 4 |
PPG Industries
PPG
|
$14M |
| 5 |
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% |
