Ferguson Wellman Capital Management, Inc Portfolio Holdings
Ferguson Wellman Capital Management, Inc
- $5.07 Billion
- Q4 2024
Ferguson Wellman Capital Management, Inc has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $5.07 Billion distributed in 348 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $392M, Apple Inc. with a value of $309M, Alphabet Inc. with a value of $270M, Nvidia Corp with a value of $247M, and Broadcom Inc. with a value of $188M.
Examining the 13F form we can see an increase of $86M in the current position value, from $4.99B to 5.07B.
Below you can find more details about Ferguson Wellman Capital Management, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$5.07 Billion
Technology: $1.57 Billion
Financial Services: $718 Million
Healthcare: $536 Million
Communication Services: $408 Million
Industrials: $403 Million
Consumer Cyclical: $393 Million
Consumer Defensive: $373 Million
ETFs: $310 Million
Other: $369 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 348
- Current Value $5.07 Billion
- Prior Value $4.99 Billion
- Filing
- Period Q4 2024
- Filing Date January 28, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 18 stocks
- Additional Purchases 109 stocks
- Sold out of 0 stocks
- Reduced holdings in 167 stocks