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
$3.63B
AUM Growth
+$352M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$34.6M
2
+$29.2M
3
+$22.6M
4
QCOM icon
Qualcomm
QCOM
+$18.1M
5
AMZN icon
Amazon
AMZN
+$17.7M

Top Sells

1
+$31.5M
2
+$30.5M
3
+$19.2M
4
AAPL icon
Apple
AAPL
+$11.7M
5
ZTS icon
Zoetis
ZTS
+$9.85M

Sector Composition

1 Technology 19.72%
2 Healthcare 13.19%
3 Financials 11.72%
4 Consumer Discretionary 10.3%
5 Industrials 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$262K 0.01%
+4,303
302
$261K 0.01%
4,584
-31
303
$259K 0.01%
1,187
304
$259K 0.01%
24,405
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305
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306
$240K 0.01%
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-1,320
307
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2,376
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308
$237K 0.01%
3,052
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309
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310
$231K 0.01%
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311
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312
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313
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6,120
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314
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315
$213K 0.01%
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316
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317
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320
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321
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322
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9,900
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323
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324
$201K 0.01%
2,521
325
$186K 0.01%
10,669
-580
10 11 12
13
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