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
$3.43B
AUM Growth
+$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$18.3M
3
+$18.2M
4
CRM icon
Salesforce
CRM
+$13.1M
5
ABT icon
Abbott
ABT
+$12.9M

Top Sells

1
+$22.8M
2
+$20.7M
3
+$16.7M
4
PPG icon
PPG Industries
PPG
+$14M
5
MDT icon
Medtronic
MDT
+$12.8M

Sector Composition

1 Technology 27.28%
2 Financials 12.85%
3 Consumer Discretionary 12.52%
4 Healthcare 12.45%
5 Communication Services 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$959K 0.03%
8,726
177
$946K 0.03%
2,004
-225
178
$934K 0.03%
50,242
-21,805
179
$926K 0.03%
11,065
+1,255
180
$905K 0.03%
13,100
181
$901K 0.03%
26,978
182
$882K 0.03%
2,483
-3,950
183
$878K 0.03%
15,636
-24,633
184
$874K 0.03%
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185
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2,874
186
$849K 0.02%
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187
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188
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189
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190
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193
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194
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195
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196
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197
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2,232
198
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6,047
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199
$764K 0.02%
2,957
200
$761K 0.02%
13,413
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