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
$4.46B
AUM Growth
+$378M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$36.8M
2
+$18.7M
3
+$18M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$7.94M
5
MSFT icon
Microsoft
MSFT
+$6.36M

Top Sells

1
+$40.1M
2
+$31M
3
+$30.3M
4
TPR icon
Tapestry
TPR
+$23.8M
5
PFE icon
Pfizer
PFE
+$15.2M

Sector Composition

1 Technology 26.81%
2 Healthcare 12.91%
3 Financials 12.53%
4 Industrials 8.84%
5 Consumer Discretionary 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$317K 0.01%
655
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3,340
278
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285
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291
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292
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299
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300
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3,126
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9 10 11
12
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