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
126
$2.76M 0.14%
+85,205
127
$2.73M 0.14%
75,034
+12,140
128
$2.72M 0.14%
56,817
-726
129
$2.65M 0.13%
+139,795
130
$2.64M 0.13%
+95,945
131
$2.57M 0.13%
+17,410
132
$2.51M 0.12%
75,526
-6,143
133
$2.44M 0.12%
48,579
+3,998
134
$2.4M 0.12%
119,508
-7,396
135
$2.37M 0.12%
+140,516
136
$2.34M 0.12%
+59,181
137
$2.27M 0.11%
+36,372
138
$2.19M 0.11%
+55,905
139
$2.14M 0.11%
24,014
-600
140
$2.1M 0.1%
30,560
-3,506
141
$2.01M 0.1%
22,786
-3,262
142
$2.01M 0.1%
+30,630
143
$2M 0.1%
+75,202
144
$1.98M 0.1%
42,012
+9,921
145
$1.91M 0.09%
28,807
+19,450
146
$1.87M 0.09%
+17,474
147
$1.86M 0.09%
23,408
+5,482
148
$1.8M 0.09%
62,936
+55,507
149
$1.77M 0.09%
+74,696
150
$1.74M 0.09%
+34,404
4 5
6
7 8