FWCM
Ferguson Wellman Capital Management Portfolio holdings
AUM
$5.68B
1-Year Return
24.26%
This Quarter Return
+3.07%
1 Year Return
+24.26%
3 Year Return
+89.31%
5 Year Return
+162.99%
10 Year Return
+355.41%
AUM
$1.3B
AUM Growth
–
Cap. Flow
+$1.3B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
24.56%
Holding
200
New
200
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Chevron
CVX
|
$44.2M |
| 2 |
GE Aerospace
GE
|
$35.5M |
| 3 |
Home Depot
HD
|
$32M |
| 4 |
TWX
Time Warner Inc
TWX
|
$32M |
| 5 |
Kimberly-Clark
KMB
|
$31.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 16.23% |
| 2 | Healthcare | 13.13% |
| 3 | Energy | 12.96% |
| 4 | Industrials | 12.37% |
| 5 | Technology | 12.05% |
