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
$4.92B
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$39.3M
2
+$33.2M
3
+$21.4M
4
AMZN icon
Amazon
AMZN
+$13.2M
5
XOM icon
Exxon Mobil
XOM
+$11.2M

Top Sells

1
+$44.4M
2
+$38.4M
3
+$36.7M
4
CMCSA icon
Comcast
CMCSA
+$36.6M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12.1M

Sector Composition

1 Technology 29.93%
2 Financials 12.13%
3 Healthcare 11.49%
4 Industrials 8.44%
5 Communication Services 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.44M 0.05%
8,217
-125
127
$2.38M 0.05%
57,284
-2,346
128
$2.14M 0.04%
16,327
-681
129
$2.1M 0.04%
15,206
-120
130
$2M 0.04%
5,240
131
$1.89M 0.04%
11,883
-2,830
132
$1.82M 0.04%
7,626
-5
133
$1.8M 0.04%
5,485
-115
134
$1.74M 0.04%
12,700
+73
135
$1.74M 0.04%
29,221
-909
136
$1.7M 0.03%
4,028
-135
137
$1.67M 0.03%
10,749
-730
138
$1.66M 0.03%
59,362
-19,430
139
$1.63M 0.03%
5,631
-29
140
$1.62M 0.03%
10,433
-1,085
141
$1.62M 0.03%
25,410
-3,010
142
$1.59M 0.03%
16,057
-1,221
143
$1.59M 0.03%
34,989
-2,197
144
$1.59M 0.03%
26,748
-1,736
145
$1.57M 0.03%
49,856
-2,560
146
$1.55M 0.03%
39,390
147
$1.45M 0.03%
7,960
-4,245
148
$1.43M 0.03%
3,932
149
$1.43M 0.03%
10,339
-1,531
150
$1.41M 0.03%
23,595
4 5
6
7 8