FWCM

Ferguson Wellman Capital Management Portfolio holdings

AUM $6.24B
1-Year Est. Return 26.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.38B
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$30.1M
2
+$21.8M
3
+$20.7M
4
CMCSA icon
Comcast
CMCSA
+$16.1M
5
IPG
Interpublic Group of Companies
IPG
+$15.9M

Top Sells

1
+$31.8M
2
+$29M
3
+$21.5M
4
FL
Foot Locker
FL
+$20.7M
5
CAH icon
Cardinal Health
CAH
+$18.2M

Sector Composition

1 Financials 15.84%
2 Healthcare 15.64%
3 Technology 13.65%
4 Energy 10.07%
5 Industrials 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-633,797
327
– –
-6,408
328
– –
-979
329
– –
-1,284
10 11 12 13
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