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
$3.01B
AUM Growth
+$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$25.3M
3
+$20.3M
4
APH icon
Amphenol
APH
+$20.3M
5
FIS icon
Fidelity National Information Services
FIS
+$19.5M

Top Sells

1
+$38.1M
2
+$23.7M
3
+$21.9M
4
MSFT icon
Microsoft
MSFT
+$13.5M
5
JNJ icon
Johnson & Johnson
JNJ
+$11.1M

Sector Composition

1 Technology 16.77%
2 Financials 15.56%
3 Healthcare 12.93%
4 Communication Services 8.79%
5 Industrials 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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