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
$2.48B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1 +$34.9M
2 +$24.4M
3 +$24.2M
4
BC icon
Brunswick
BC
+$18.6M
5
RTN
Raytheon Company
RTN
+$17.9M

Top Sells

1 +$23.1M
2 +$23M
3 +$19.4M
4
SYNA icon
Synaptics
SYNA
+$18.4M
5
AMP icon
Ameriprise Financial
AMP
+$17.3M

Sector Composition

1 Healthcare 17.03%
2 Financials 14.85%
3 Technology 12.76%
4 Industrials 10.57%
5 Consumer Discretionary 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-12,595
327
-25,370
328
-258,205
329
-4,600
330
-5,935
331
-343,768
332
-2,978
333
-7,805
334
-4,110