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
$2.02B
AUM Growth
+$719M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$36M
2
+$27.4M
3
+$18.6M
4
TTE icon
TotalEnergies
TTE
+$18M
5
CVX icon
Chevron
CVX
+$17.8M

Top Sells

1
+$14M
2
+$12.9M
3
+$12.5M
4
HOUS icon
Anywhere Real Estate
HOUS
+$12.3M
5
AEE icon
Ameren
AEE
+$11.5M

Sector Composition

1 Financials 18.91%
2 Energy 12.25%
3 Technology 11.64%
4 Healthcare 11.53%
5 Industrials 11.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$485K 0.02%
7,847
-72,101
202
$485K 0.02%
8,634
203
$483K 0.02%
+7,566
204
$473K 0.02%
7,980
205
$471K 0.02%
+16,631
206
$460K 0.02%
+8,560
207
$447K 0.02%
+13,350
208
$445K 0.02%
+6,550
209
$443K 0.02%
16,451
210
$442K 0.02%
6,000
-423
211
$432K 0.02%
+31,040
212
$428K 0.02%
+8,968
213
$427K 0.02%
1,775
-41,035
214
$426K 0.02%
6,384
-3,432
215
$420K 0.02%
+6,700
216
$417K 0.02%
14,800
217
$410K 0.02%
4,530
-373
218
$403K 0.02%
8,428
-1,064
219
$399K 0.02%
+18,190
220
$396K 0.02%
4,972
-77
221
$395K 0.02%
8,162
-885
222
$394K 0.02%
+12,170
223
$394K 0.02%
+10,035
224
$393K 0.02%
+3,330
225
$392K 0.02%
11,228
+140
7 8
9
10 11