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
326
-5,391