Ferguson Wellman Capital Management, Inc Portfolio Holdings
Ferguson Wellman Capital Management, Inc
- $4.81 Billion
- Q1 2024
Ferguson Wellman Capital Management, Inc has filed its 13F form on April 09, 2024 for Q1 2024 where it was disclosed a total value porftolio of $4.81 Billion distributed in 368 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $407M, Apple Inc. with a value of $246M, Alphabet Inc. with a value of $229M, Nvidia Corp with a value of $170M, and Jpmorgan Chase & CO with a value of $158M.
Examining the 13F form we can see an increase of $442M in the current position value, from $4.37B to 4.81B.
Below you can find more details about Ferguson Wellman Capital Management, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$4.81 Billion
Technology: $1.34 Billion
Financial Services: $625 Million
Healthcare: $610 Million
Industrials: $458 Million
Consumer Cyclical: $371 Million
Communication Services: $369 Million
Consumer Defensive: $321 Million
ETFs: $271 Million
Other: $448 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 368
- Current Value $4.81 Billion
- Prior Value $4.37 Billion
- Filing
- Period Q1 2024
- Filing Date April 09, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 16 stocks
- Additional Purchases 113 stocks
- Sold out of 0 stocks
- Reduced holdings in 160 stocks