FWCM
Ferguson Wellman Capital Management Portfolio holdings
AUM
$5.68B
1-Year Return
24.26%
This Quarter Return
+4.68%
1 Year Return
+24.26%
3 Year Return
+89.31%
5 Year Return
+162.99%
10 Year Return
+355.41%
AUM
$2.34B
AUM Growth
-$42M
(-1.8%)
Cap. Flow
-$111M
Cap. Flow
% of AUM
-4.74%
Top 10 Holdings %
Top 10 Hldgs %
24.13%
Holding
344
New
19
Increased
49
Reduced
185
Closed
23
Top Buys
| 1 |
Permian Resources
PR
|
$28.5M |
| 2 |
Cisco
CSCO
|
$14.9M |
| 3 |
RPM International
RPM
|
$13.3M |
| 4 |
Amgen
AMGN
|
$13.2M |
| 5 |
General Dynamics
GD
|
$12.5M |
Top Sells
| 1 |
EMC
EMC CORPORATION
EMC
|
$19.5M |
| 2 |
Gilead Sciences
GILD
|
$18.7M |
| 3 |
Synchrony
SYF
|
$18.7M |
| 4 |
Apple
AAPL
|
$18.6M |
| 5 |
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% |