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
$1.3B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1 +$44.2M
2 +$35.5M
3 +$32M
4
TWX
Time Warner Inc
TWX
+$32M
5
KMB icon
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 Technology 12.05%
5 Industrials 10.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$220K 0.02%
+2,025
177
$215K 0.02%
+6,340
178
$214K 0.02%
+8,600
179
$212K 0.02%
+7,429
180
$210K 0.02%
+2,434
181
$208K 0.02%
+337
182
$208K 0.02%
+3,436
183
$207K 0.02%
+14,920
184
$206K 0.02%
+5,831
185
$205K 0.02%
+6,686
186
$205K 0.02%
+14,400
187
$200K 0.02%
+4,052
188
$113K 0.01%
+14,310
189
$46K ﹤0.01%
+15,500