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
$3.28B
AUM Growth
+$611M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$66.1M
2
+$52.8M
3
+$38.5M
4
AAPL icon
Apple
AAPL
+$30.5M
5
MS icon
Morgan Stanley
MS
+$29.2M

Top Sells

1
+$32.8M
2
+$22.1M
3
+$19.8M
4
DLR icon
Digital Realty Trust
DLR
+$18.7M
5
PGR icon
Progressive
PGR
+$18.5M

Sector Composition

1 Technology 20.62%
2 Healthcare 13.56%
3 Financials 13.21%
4 Communication Services 8.55%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.32M 0.1%
+17,218
127
$3.3M 0.1%
18,310
128
$3.24M 0.1%
30,125
+667
129
$3.23M 0.1%
74,590
-2,960
130
$2.9M 0.09%
23,098
131
$2.81M 0.09%
38,154
-250
132
$2.75M 0.08%
118,714
-6,700
133
$2.64M 0.08%
23,107
-1,732
134
$2.52M 0.08%
37,392
-472
135
$2.45M 0.07%
30,406
-715
136
$2.37M 0.07%
33,019
-1,220
137
$2.23M 0.07%
8,131
-70
138
$2.23M 0.07%
25,258
139
$2.23M 0.07%
36,131
+7,753
140
$2.22M 0.07%
38,014
-4,814
141
$2.09M 0.06%
30,210
-276
142
$2.08M 0.06%
28,432
143
$2.04M 0.06%
23,394
144
$2.01M 0.06%
51,304
+480
145
$1.99M 0.06%
+127,752
146
$1.9M 0.06%
17,976
+4,077
147
$1.89M 0.06%
47,330
-4,050
148
$1.82M 0.06%
12,260
149
$1.82M 0.06%
23,510
150
$1.82M 0.06%
23,415
-7,085
4 5
6
7 8