FWCM
Ferguson Wellman Capital Management Portfolio holdings
AUM
$5.68B
This Quarter Return
+8.58%
1 Year Return
+24.26%
3 Year Return
+89.31%
5 Year Return
+162.99%
10 Year Return
+355.41%
AUM
$3.63B
AUM Growth
+$3.63B
(+11%)
Cap. Flow
+$264M
Cap. Flow
% of AUM
7.29%
Top 10 Holdings %
Top 10 Hldgs %
29.15%
Holding
360
New
28
Increased
128
Reduced
133
Closed
11
Top Buys
| 1 |
Apple
AAPL
|
$123M |
| 2 |
Best Buy
BBY
|
$34.6M |
| 3 |
Leggett & Platt
LEG
|
$29.2M |
| 4 |
Masco
MAS
|
$22.6M |
| 5 |
Qualcomm
QCOM
|
$18.1M |
Top Sells
| 1 |
Cisco
CSCO
|
$31.5M |
| 2 |
TJX Companies
TJX
|
$30.5M |
| 3 |
Citigroup
C
|
$19.2M |
| 4 |
Zoetis
ZTS
|
$9.85M |
| 5 |
CACI
CACI
|
$7.16M |
Sector Composition
| 1 | Technology | 19.72% |
| 2 | Healthcare | 13.19% |
| 3 | Financials | 11.72% |
| 4 | Consumer Discretionary | 10.3% |
| 5 | Industrials | 9.25% |
