Ferguson Wellman Capital Management, Inc Portfolio Holdings
Ferguson Wellman Capital Management, Inc
- $4.99 Billion
- Q3 2024
Ferguson Wellman Capital Management, Inc has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $4.99 Billion distributed in 359 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $404M, Apple Inc. with a value of $290M, Alphabet Inc. with a value of $239M, Nvidia Corp with a value of $221M, and Jpmorgan Chase & CO with a value of $162M.
Examining the 13F form we can see an increase of $410M in the current position value, from $4.58B to 4.99B.
Below you can find more details about Ferguson Wellman Capital Management, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$4.99 Billion
Technology: $1.47 Billion
Financial Services: $634 Million
Healthcare: $610 Million
Industrials: $399 Million
Consumer Cyclical: $377 Million
Communication Services: $377 Million
Consumer Defensive: $367 Million
ETFs: $294 Million
Other: $457 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 359
- Current Value $4.99 Billion
- Prior Value $4.58 Billion
- Filing
- Period Q3 2024
- Filing Date November 06, 2024
- Form Type 13F-HR/A
- Activity in Q3 2024
- New Purchases 35 stocks
- Additional Purchases 250 stocks
- Sold out of 0 stocks
- Reduced holdings in 1 stocks