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
$3.63B
AUM Growth
+$352M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$34.6M
2
+$29.2M
3
+$22.6M
4
QCOM icon
Qualcomm
QCOM
+$18.1M
5
AMZN icon
Amazon
AMZN
+$17.7M

Top Sells

1
+$31.5M
2
+$30.5M
3
+$19.2M
4
AAPL icon
Apple
AAPL
+$11.7M
5
ZTS icon
Zoetis
ZTS
+$9.85M

Sector Composition

1 Technology 19.72%
2 Healthcare 13.19%
3 Financials 11.72%
4 Consumer Discretionary 10.3%
5 Industrials 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.71M 0.1%
80,622
+6,032
127
$3.67M 0.1%
102,325
-2,539
128
$3.65M 0.1%
17,694
+476
129
$3.63M 0.1%
30,180
+55
130
$3.58M 0.1%
18,310
131
$3.55M 0.1%
103,332
-4,839
132
$3.43M 0.09%
48,805
+10
133
$3.18M 0.09%
19,252
-270
134
$3.16M 0.09%
23,098
135
$2.95M 0.08%
34,311
-3,843
136
$2.77M 0.08%
12,502
+1,031
137
$2.75M 0.08%
35,682
+7,250
138
$2.61M 0.07%
34,664
-2,728
139
$2.52M 0.07%
24,986
-272
140
$2.48M 0.07%
6,483
+3,990
141
$2.47M 0.07%
22,797
-310
142
$2.41M 0.07%
30,210
143
$2.36M 0.07%
28,927
-1,479
144
$2.3M 0.06%
127,752
145
$2.26M 0.06%
13,144
146
$2.2M 0.06%
23,510
147
$2.19M 0.06%
35,581
-550
148
$2.18M 0.06%
61,122
+17,130
149
$2.1M 0.06%
34,214
-3,800
150
$2.04M 0.06%
44,073
-120
4 5
6
7 8