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
151
$1.39M 0.03%
6,005
-10
152
$1.38M 0.03%
3,678
+48
153
$1.35M 0.03%
7,350
-62
154
$1.33M 0.03%
20,075
-1,116
155
$1.32M 0.03%
12,229
-9,000
156
$1.31M 0.03%
8,818
157
$1.31M 0.03%
6,216
-1
158
$1.3M 0.03%
4,296
+158
159
$1.3M 0.03%
12,726
-3,070
160
$1.3M 0.03%
9,453
-685
161
$1.29M 0.03%
2,497
-135
162
$1.25M 0.03%
58,584
-1,455
163
$1.25M 0.03%
3,418
164
$1.22M 0.02%
6,104
-150
165
$1.2M 0.02%
2,742
+1,495
166
$1.19M 0.02%
5,393
167
$1.17M 0.02%
18,450
-9,382
168
$1.14M 0.02%
16,047
-738
169
$1.13M 0.02%
8,746
-2,475
170
$1.1M 0.02%
15,430
-609
171
$1.09M 0.02%
3,745
-450
172
$1.05M 0.02%
31,374
-26,108
173
$1.03M 0.02%
19,149
-1,717
174
$1.01M 0.02%
15,359
-680
175
$961K 0.02%
13,518
+300
5 6
7
8 9