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
$2.02B
AUM Growth
+$719M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$36M
2
+$27.4M
3
+$18.6M
4
TTE icon
TotalEnergies
TTE
+$18M
5
CVX icon
Chevron
CVX
+$17.8M

Top Sells

1
+$14M
2
+$12.9M
3
+$12.5M
4
HOUS icon
Anywhere Real Estate
HOUS
+$12.3M
5
AEE icon
Ameren
AEE
+$11.5M

Sector Composition

1 Financials 18.91%
2 Energy 12.25%
3 Technology 11.64%
4 Healthcare 11.53%
5 Industrials 11.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.71M 0.08%
69,429
-9,348
152
$1.68M 0.08%
43,554
-1,524
153
$1.64M 0.08%
+22,180
154
$1.55M 0.08%
+41,251
155
$1.51M 0.07%
+60,850
156
$1.39M 0.07%
+26,260
157
$1.37M 0.07%
16,400
158
$1.2M 0.06%
13,705
-1,120
159
$1.19M 0.06%
18,494
-600
160
$1.19M 0.06%
15,802
+2,700
161
$1.17M 0.06%
30,924
-400
162
$1.17M 0.06%
11,212
163
$1.17M 0.06%
+24,310
164
$1.16M 0.06%
+74,920
165
$1.16M 0.06%
18,014
166
$1.13M 0.06%
18,160
-230
167
$1.09M 0.05%
32,980
-3,910
168
$961K 0.05%
12,469
-150
169
$949K 0.05%
+17,905
170
$945K 0.05%
12,875
-549
171
$927K 0.05%
20,667
+7,877
172
$914K 0.05%
+7,135
173
$874K 0.04%
+23,175
174
$841K 0.04%
27,842
+300
175
$822K 0.04%
22,323
5 6
7
8 9