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
$2.25B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$9.18M
3
+$8.5M
4
PFG icon
Principal Financial Group
PFG
+$8.24M
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$7.46M

Top Sells

1
+$19.6M
2
+$13.7M
3
+$12.4M
4
MDT icon
Medtronic
MDT
+$9.26M
5
LEG icon
Leggett & Platt
LEG
+$4.17M

Sector Composition

1 Financials 17.51%
2 Healthcare 16.27%
3 Technology 12.43%
4 Industrials 10.31%
5 Energy 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.11M 0.09%
17,854
+165
152
$2.1M 0.09%
42,365
+971
153
$2.04M 0.09%
35,872
-5,069
154
$2.02M 0.09%
101,764
+65,312
155
$1.93M 0.09%
26,630
+460
156
$1.91M 0.08%
33,888
+182
157
$1.89M 0.08%
60,570
-439,814
158
$1.89M 0.08%
58,292
-388
159
$1.87M 0.08%
65,884
-936
160
$1.81M 0.08%
12,495
+5
161
$1.68M 0.07%
18,970
162
$1.68M 0.07%
43,136
-180
163
$1.64M 0.07%
59,934
-6,622
164
$1.57M 0.07%
22,808
-555
165
$1.5M 0.07%
31,540
-557
166
$1.47M 0.07%
+38,100
167
$1.45M 0.06%
16,065
-550
168
$1.44M 0.06%
35,926
+420
169
$1.44M 0.06%
15,500
170
$1.43M 0.06%
10,390
-290
171
$1.43M 0.06%
16,300
172
$1.39M 0.06%
59,785
-2,705
173
$1.3M 0.06%
26,011
-4,330
174
$1.26M 0.06%
31,244
-640
175
$1.24M 0.05%
57,129
-1,125
5 6
7
8 9