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
101
$4.63M 0.23%
+81,817
102
$4.61M 0.23%
+195,403
103
$4.54M 0.23%
58,586
+51,261
104
$4.36M 0.22%
+71,572
105
$4.34M 0.22%
159,097
-4,176
106
$4.29M 0.21%
84,960
+2,700
107
$4.14M 0.21%
41,504
+2,831
108
$4.12M 0.2%
+117,332
109
$4.02M 0.2%
+41,430
110
$4.02M 0.2%
+245,500
111
$3.93M 0.2%
+92,131
112
$3.8M 0.19%
+163,910
113
$3.71M 0.18%
+241,565
114
$3.67M 0.18%
47,320
-5,510
115
$3.54M 0.18%
+36,932
116
$3.53M 0.18%
+93,626
117
$3.51M 0.17%
75,263
-170,197
118
$3.49M 0.17%
+91,515
119
$3.45M 0.17%
+24,710
120
$3.39M 0.17%
+40,340
121
$3.35M 0.17%
83,267
+2,000
122
$3.03M 0.15%
+149,989
123
$2.99M 0.15%
25,985
-816
124
$2.96M 0.15%
+49,214
125
$2.82M 0.14%
+78,710
3 4
5
6 7