Ferguson Wellman Capital Management, Inc Portfolio Holdings
Ferguson Wellman Capital Management, Inc
- $4.79 Billion
- Q2 2024
Ferguson Wellman Capital Management, Inc has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $4.79 Billion distributed in 354 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $422M, Alphabet Inc. with a value of $264M, Apple Inc. with a value of $264M, Nvidia Corp with a value of $241M, and Jpmorgan Chase & CO with a value of $156M.
Examining the 13F form we can see an decrease of $14.4M in the current position value, from $4.81B to 4.79B.
Below you can find more details about Ferguson Wellman Capital Management, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$4.79 Billion
Technology: $1.47 Billion
Financial Services: $597 Million
Healthcare: $560 Million
Industrials: $389 Million
Communication Services: $386 Million
Consumer Cyclical: $364 Million
Consumer Defensive: $330 Million
ETFs: $268 Million
Other: $428 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 354
- Current Value $4.79 Billion
- Prior Value $4.81 Billion
- Filing
- Period Q2 2024
- Filing Date July 16, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 8 stocks
- Additional Purchases 70 stocks
- Sold out of 0 stocks
- Reduced holdings in 201 stocks