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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
MSFTMicrosoft
Recent Activity
Decreased -0.49%
7.83%
$404.099M
939,109 shares@ $430.31 avg price
AAPLApple Inc
Recent Activity
Decreased -0.55%
5.62%
$289.871M
1.244M shares@ $233.01 avg price
GOOGLAlphabet Inc Class A
Recent Activity
Decreased -0.35%
4.64%
$239.418M
1.444M shares@ $165.86 avg price
NVDANvidia
Recent Activity
Decreased -6.6%
4.28%
$220.837M
1.818M shares@ $121.44 avg price
JPMJpmorgan Chase And Company
Recent Activity
Decreased -0.57%
3.14%
$161.87M
767,664 shares@ $210.86 avg price
PGProcter And Gamble
Recent Activity
Decreased -0.4%
2.84%
$146.341M
844,924 shares@ $173.2 avg price
AVGOBroadcom Ltd
Recent Activity
Increased 887.97%
2.75%
$141.746M
821,716 shares@ $172.51 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -0.45%
2.43%
$125.152M
633,746 shares@ $197.48 avg price
UNHUnitedhealth Group
Recent Activity
Increased 34.67%
2.14%
$110.448M
188,903 shares@ $584.68 avg price
AMZNAmazon.com
Recent Activity
Increased 1.27%
2.13%
$109.725M
588,874 shares@ $186.33 avg price