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
$2.34B
AUM Growth
-$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$28.5M
2
+$14.9M
3
+$13.3M
4
AMGN icon
Amgen
AMGN
+$13.2M
5
GD icon
General Dynamics
GD
+$12.5M

Top Sells

1
+$19.5M
2
+$18.7M
3
+$18.7M
4
AAPL icon
Apple
AAPL
+$18.6M
5
IPG icon
Interpublic Group of Companies
IPG
+$15.7M

Sector Composition

1 Financials 15.12%
2 Healthcare 14.88%
3 Technology 14.04%
4 Industrials 10.65%
5 Energy 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$179K 0.01%
11,506
-17
302
$112K ﹤0.01%
16,000
303
$78K ﹤0.01%
26,392
-943
304
$51K ﹤0.01%
606
305
– –
-1,635
306
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-389,757
307
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-718,644
308
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-17,385
309
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-737,784
310
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-11,982
311
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-407,620
312
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-3,890
313
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-14,085
314
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-2,664
315
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-677,845
316
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-5,596
317
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-1,220
318
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-2,000
319
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-5,420
320
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-2,000
321
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322
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-7,254
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-207,582
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-30,360
325
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-6,037
10 11 12
13
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