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
$2.37B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$21.8M
3
+$16M
4
OXY icon
Occidental Petroleum
OXY
+$15.9M
5
FDX icon
FedEx
FDX
+$13.6M

Top Sells

1
+$21.3M
2
+$19.6M
3
+$16.2M
4
JAH
JARDEN CORPORATION
JAH
+$15.8M
5
INGR icon
Ingredion
INGR
+$13.9M

Sector Composition

1 Financials 17.98%
2 Healthcare 13.55%
3 Energy 13.16%
4 Technology 11.07%
5 Industrials 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6.07M 0.26%
195,014
-225
102
$6.07M 0.26%
136,473
+5,135
103
$5.97M 0.25%
143,263
+14,918
104
$5.92M 0.25%
88,252
+1,783
105
$5.9M 0.25%
136,201
+3,675
106
$5.75M 0.24%
45,420
+357
107
$5.51M 0.23%
50,585
+3,355
108
$5.28M 0.22%
94,166
-1,668
109
$5.17M 0.22%
132,639
-83,628
110
$5.1M 0.22%
79,360
+5,170
111
$5.04M 0.21%
50,492
+3,832
112
$4.98M 0.21%
113,990
+614
113
$4.95M 0.21%
138,513
+7,538
114
$4.87M 0.21%
84,184
+114
115
$4.59M 0.19%
38,362
+775
116
$4.55M 0.19%
39,055
+923
117
$4.04M 0.17%
43,167
+1,445
118
$4M 0.17%
240,875
-9,225
119
$3.99M 0.17%
83,582
+315
120
$3.94M 0.17%
86,880
-1,260
121
$3.91M 0.16%
76,025
+2,135
122
$3.82M 0.16%
40,627
-12,539
123
$3.72M 0.16%
22,388
-1,166
124
$3.6M 0.15%
73,496
-492
125
$3.33M 0.14%
144,714
+2,425
3 4
5
6 7