test

Ezra Kover

@Ferguson Wellman Capital Management, Inc

Latest period2024 - Q3ReportedManaged Assets$5.167BTotal holdings359
Assets growth rate4.94%Assets growth rate (2-Q avg)2.68%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Ferguson Wellman Capital Management, Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 359 positions.

Assets under management

The assets under management (AUM) of Ferguson Wellman Capital Management, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 5.167B in assets, with a quarterly growth rate of 4.94% and a 2-quarter average growth rate of 2.68%. The portfolio is managed by Ezra Kover, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BLKBlackrock Inc
Recent Activity
New Position
0.61%
$31.467M
33,140 shares@ $949.51 avg price
MDTMedtronic Plc
Recent Activity
New Position
0.19%
$9.486M
105,364 shares@ $90.04 avg price
IYZIshares U.s. Telecommunication
Recent Activity
New Position
0.02%
$531,748
21,051 shares@ $25.26 avg price
KMPRKemper Corp
Recent Activity
New Position
0.01%
$430,036
7,021 shares@ $61.25 avg price
KTCAXDeutsche Science & Technology
Recent Activity
New Position
0.01%
$306,678
7,584 shares@ $40.44 avg price
FPURXFidelity Puritan Fund
Recent Activity
New Position
0.01%
$293,173
10,850 shares@ $27.03 avg price
TWCUXAmerican Century Twentieth Ult
Recent Activity
New Position
0.01%
$261,441
2,868 shares@ $91.16 avg price
FBINFortune Brands Home & Securirt
Recent Activity
New Position
0.01%
$240,657
2,688 shares@ $89.54 avg price
PEGPublic Svc Enterprise Group
Recent Activity
New Position
0.01%
$232,570
2,607 shares@ $89.21 avg price
AWSHXAmerican Funds - Washington Mu
Recent Activity
New Position
0.01%
$203,107
3,154 shares@ $64.4 avg price