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
$2.56B
AUM Growth
-$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$20.3M
3
+$17.1M
4
V icon
Visa
V
+$11.7M
5
AAPL icon
Apple
AAPL
+$11.7M

Top Sells

1
+$21.3M
2
+$18.8M
3
+$18.3M
4
BXP icon
Boston Properties
BXP
+$16.6M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$12M

Sector Composition

1 Technology 25.8%
2 Healthcare 14.51%
3 Financials 12.87%
4 Consumer Discretionary 11.56%
5 Industrials 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
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-16,483
277
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-13,387
278
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-9,075
279
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-628
280
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-3,204
281
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-3,581
282
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-2,528
283
– –
-1,616
8 9 10 11
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