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
$4.26B
AUM Growth
+$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$41.8M
2
+$32M
3
+$30.8M
4
GILD icon
Gilead Sciences
GILD
+$20.5M
5
PG icon
Procter & Gamble
PG
+$15.8M

Top Sells

1
+$35.5M
2
+$33.5M
3
+$27M
4
UNH icon
UnitedHealth
UNH
+$21.6M
5
CSCO icon
Cisco
CSCO
+$17.5M

Sector Composition

1 Technology 25.61%
2 Healthcare 13.6%
3 Financials 12.57%
4 Consumer Discretionary 8.8%
5 Industrials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$311K 0.01%
1,473
+309
277
$309K 0.01%
1,358
278
$300K 0.01%
336
279
$299K 0.01%
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280
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281
$297K 0.01%
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282
$290K 0.01%
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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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289
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290
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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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298
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674
299
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300
$229K 0.01%
7,455
9 10 11
12
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