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
$2.25B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$9.18M
3
+$8.5M
4
PFG icon
Principal Financial Group
PFG
+$8.24M
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$7.46M

Top Sells

1
+$19.6M
2
+$13.7M
3
+$12.4M
4
MDT icon
Medtronic
MDT
+$9.26M
5
LEG icon
Leggett & Platt
LEG
+$4.17M

Sector Composition

1 Financials 17.51%
2 Healthcare 16.27%
3 Technology 12.43%
4 Industrials 10.31%
5 Energy 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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