FWCM
Ferguson Wellman Capital Management Portfolio holdings
AUM
$5.68B
This Quarter Return
+1.84%
1 Year Return
+24.26%
3 Year Return
+89.31%
5 Year Return
+162.99%
10 Year Return
+355.41%
AUM
$2.24B
AUM Growth
+$2.24B
(+1.2%)
Cap. Flow
+$31.8M
Cap. Flow
% of AUM
1.42%
Top 10 Holdings %
Top 10 Hldgs %
18.95%
Holding
336
New
26
Increased
104
Reduced
140
Closed
27
Top Buys
| 1 |
Bank of America
BAC
|
$20.9M |
| 2 |
Stryker
SYK
|
$20.9M |
| 3 |
Synaptics
SYNA
|
$16.1M |
| 4 |
Apple
AAPL
|
$15.9M |
| 5 |
Arthur J. Gallagher & Co
AJG
|
$15.5M |
Top Sells
| 1 |
Citigroup
C
|
$24.3M |
| 2 |
Humana
HUM
|
$18.4M |
| 3 |
ONIT
Onity Group Inc.
ONIT
|
$17.5M |
| 4 |
Lear
LEA
|
$17.1M |
| 5 |
Travelers Companies
TRV
|
$15.6M |
Sector Composition
| 1 | Financials | 18.97% |
| 2 | Healthcare | 12.98% |
| 3 | Industrials | 11.95% |
| 4 | Energy | 11.3% |
| 5 | Technology | 11.12% |
