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
$4.92B
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$39.3M
2
+$33.2M
3
+$21.4M
4
AMZN icon
Amazon
AMZN
+$13.2M
5
XOM icon
Exxon Mobil
XOM
+$11.2M

Top Sells

1
+$44.4M
2
+$38.4M
3
+$36.7M
4
CMCSA icon
Comcast
CMCSA
+$36.6M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12.1M

Sector Composition

1 Technology 29.93%
2 Financials 12.13%
3 Healthcare 11.49%
4 Industrials 8.44%
5 Communication Services 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$295K 0.01%
1,493
277
$292K 0.01%
8,104
-115
278
$292K 0.01%
3,340
279
$290K 0.01%
1,850
280
$289K 0.01%
2,575
+248
281
$289K 0.01%
1,829
-2,233
282
$287K 0.01%
9,266
283
$283K 0.01%
3,161
284
$282K 0.01%
5,652
285
$280K 0.01%
3,924
286
$274K 0.01%
3,155
-170
287
$269K 0.01%
20,432
288
$266K 0.01%
2,360
289
$266K 0.01%
3,141
-824
290
$264K 0.01%
+2,543
291
$264K 0.01%
674
292
$261K 0.01%
+5,498
293
$258K 0.01%
7,699
-827
294
$250K 0.01%
18,763
+122
295
$248K 0.01%
2,625
296
$244K 0.01%
1,006
297
$239K ﹤0.01%
3,506
-107
298
$239K ﹤0.01%
401
299
$237K ﹤0.01%
11,912
-808
300
$232K ﹤0.01%
1,530
+2
10 11
12
13 14