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
$2.34B
AUM Growth
-$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$28.5M
2
+$14.9M
3
+$13.3M
4
AMGN icon
Amgen
AMGN
+$13.2M
5
GD icon
General Dynamics
GD
+$12.5M

Top Sells

1
+$19.5M
2
+$18.7M
3
+$18.7M
4
AAPL icon
Apple
AAPL
+$18.6M
5
IPG icon
Interpublic Group of Companies
IPG
+$15.7M

Sector Composition

1 Financials 15.12%
2 Healthcare 14.88%
3 Technology 14.04%
4 Industrials 10.65%
5 Energy 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$683K 0.03%
21,384
-2,269
177
$660K 0.03%
15,768
178
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179
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181
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5,432
182
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183
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13,390
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184
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185
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186
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187
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8,282
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188
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190
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194
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195
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196
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197
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17,875
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198
$528K 0.02%
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199
$524K 0.02%
10,098
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200
$524K 0.02%
10,000
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