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
$2.77B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$19.1M
3
+$18.5M
4
DLR icon
Digital Realty Trust
DLR
+$14.5M
5
DVN icon
Devon Energy
DVN
+$12.4M

Top Sells

1
+$25.8M
2
+$23.7M
3
+$13.7M
4
BA icon
Boeing
BA
+$12.6M
5
CSCO icon
Cisco
CSCO
+$11.5M

Sector Composition

1 Financials 17.48%
2 Technology 14.24%
3 Healthcare 14.05%
4 Industrials 11.69%
5 Energy 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-7,540
327
– –
-7,990
328
– –
-3,980
329
– –
-5,870
330
– –
-6,683
331
– –
-7,690
332
– –
-3,620
333
– –
-1,500
334
– –
-3,160
335
$0 ﹤0.01%
5,000
336
– –
-3,815
10 11 12 13
14