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
$2.02B
AUM Growth
+$719M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$36M
2
+$27.4M
3
+$18.6M
4
TTE icon
TotalEnergies
TTE
+$18M
5
CVX icon
Chevron
CVX
+$17.8M

Top Sells

1
+$14M
2
+$12.9M
3
+$12.5M
4
HOUS icon
Anywhere Real Estate
HOUS
+$12.3M
5
AEE icon
Ameren
AEE
+$11.5M

Sector Composition

1 Financials 18.91%
2 Energy 12.25%
3 Technology 11.64%
4 Healthcare 11.53%
5 Industrials 11.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.46M 0.37%
42,128
-742
77
$7.35M 0.36%
97,219
+3,189
78
$7.29M 0.36%
+304,082
79
$7.13M 0.35%
+33,145
80
$7M 0.35%
92,870
+7,225
81
$6.97M 0.35%
+228,189
82
$6.94M 0.34%
140,476
+129,588
83
$6.86M 0.34%
82,259
+33,463
84
$6.19M 0.31%
+172,889
85
$6.12M 0.3%
175,578
-330,006
86
$6.11M 0.3%
+48,091
87
$6.03M 0.3%
+333,830
88
$5.67M 0.28%
251,444
+217,958
89
$5.27M 0.26%
46,413
+7,224
90
$5.24M 0.26%
+198,895
91
$5.19M 0.26%
+1,204,850
92
$5.11M 0.25%
+195,945
93
$4.99M 0.25%
+18,445
94
$4.99M 0.25%
+106,722
95
$4.79M 0.24%
143,763
+18,518
96
$4.76M 0.24%
130,020
+20,748
97
$4.75M 0.24%
+95,294
98
$4.73M 0.23%
+123,152
99
$4.68M 0.23%
+65,940
100
$4.64M 0.23%
+128,291
2 3
4
5 6