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
$2.25B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$9.18M
3
+$8.5M
4
PFG icon
Principal Financial Group
PFG
+$8.24M
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$7.46M

Top Sells

1
+$19.6M
2
+$13.7M
3
+$12.4M
4
MDT icon
Medtronic
MDT
+$9.26M
5
LEG icon
Leggett & Platt
LEG
+$4.17M

Sector Composition

1 Financials 17.51%
2 Healthcare 16.27%
3 Technology 12.43%
4 Industrials 10.31%
5 Energy 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.52M 0.16%
86,027
+887
127
$3.4M 0.15%
86,947
+38,790
128
$3.39M 0.15%
34,037
-210
129
$3.08M 0.14%
70,676
-2,019
130
$2.98M 0.13%
24,306
-43
131
$2.95M 0.13%
146,730
+45
132
$2.94M 0.13%
45,058
-975
133
$2.94M 0.13%
79,020
-400
134
$2.92M 0.13%
36,861
+451
135
$2.84M 0.13%
39,022
-789
136
$2.76M 0.12%
49,212
+600
137
$2.7M 0.12%
26,407
+5
138
$2.7M 0.12%
39,856
+42
139
$2.63M 0.12%
29,948
-50
140
$2.61M 0.12%
75,691
-670
141
$2.58M 0.11%
105,749
+60
142
$2.54M 0.11%
28,504
-5,090
143
$2.5M 0.11%
39,684
+67
144
$2.46M 0.11%
61,281
+531
145
$2.42M 0.11%
88,375
-1,610
146
$2.41M 0.11%
60,985
+30,900
147
$2.35M 0.1%
11,390
-576
148
$2.33M 0.1%
26,630
-2,135
149
$2.32M 0.1%
95,312
-1,200
150
$2.23M 0.1%
37,276
-327,899
4 5
6
7 8