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
$2.43B
AUM Growth
-$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1 +$25.7M
2 +$20.9M
3 +$19.8M
4
SM icon
SM Energy
SM
+$15.6M
5
EWBC icon
East-West Bancorp
EWBC
+$15M

Top Sells

1 +$33M
2 +$26.8M
3 +$25.1M
4
FL
Foot Locker
FL
+$20.1M
5
COP icon
ConocoPhillips
COP
+$17.3M

Sector Composition

1 Healthcare 16.16%
2 Financials 14.32%
3 Technology 12.74%
4 Industrials 10.36%
5 Energy 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-11,200
327
-6,700
328
-129,780
329
-50,003
330
-13,635
331
-5,543
332
-2,045
333
-4,070