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
$2.61B
AUM Growth
-$438M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$25.9M
3
+$25.4M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$22.7M
5
DWM icon
WisdomTree International Equity Fund
DWM
+$20.7M

Top Sells

1
+$29.1M
2
+$26M
3
+$21.1M
4
STI
SunTrust Banks, Inc.
STI
+$20.1M
5
GS icon
Goldman Sachs
GS
+$17M

Sector Composition

1 Healthcare 17.17%
2 Technology 15.17%
3 Financials 14.92%
4 Industrials 8.38%
5 Communication Services 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
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