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
201
$634K 0.01%
2,455
202
$620K 0.01%
4,451
-57
203
$615K 0.01%
3,367
-554
204
$611K 0.01%
11,787
205
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7,500
206
$594K 0.01%
4,240
207
$588K 0.01%
2,991
-7,599
208
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3,615
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209
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2,699
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210
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211
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7,810
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212
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2,399
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213
$560K 0.01%
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214
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13,909
-1,180
215
$542K 0.01%
1,216
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216
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217
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218
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219
$536K 0.01%
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220
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5,652
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221
$523K 0.01%
4,910
222
$520K 0.01%
6,210
-206
223
$513K 0.01%
+2,990
224
$512K 0.01%
5,275
225
$506K 0.01%
10,167
-16,000
7 8
9
10 11