FERGUSON WELLMAN Overview

Ferguson Wellman Capital Management Inc is an investment advisor that manages 4.2 BN dollars in regulatory AUM and has 43 employees, of which 20 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 56% of the manager's regulatory AUM.

FERGUSON WELLMAN StockAlpha

-2.8%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

FERGUSON WELLMAN Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MSFT 3.62% Tech 3.56% 0.22% 0 36%
MRK 3% Health -2.05% 0.08% 0 27%
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FEATURED IN
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FERGUSON WELLMAN Founders and Key Employees

Name Title In Position Since
James H. Rudd Chief Executive Officer December-1989
Steven J. Holwerda Chief Operating Officer January-1997
Mark J. Kralj Principal January-1997
George W. Hosfield Chief Investment Officer January-2003
Dean M. Dordevic Principal January-1997
Marc F. Fovinci Principal January-1997
Heidi M. Goertzen Chief Compliance Officer February-2015

FERGUSON WELLMAN Brokers, Custodians, Auditors and Administrators

Type Company

FERGUSON WELLMAN Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss .......................................... 7

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FERGUSON WELLMAN Portfolio Concentration

FERGUSON WELLMAN Location

888 SW 5TH AVE STE 1200
PORTLAND, Oregon
UNITED STATES, 97204

FERGUSON WELLMAN Contact Information

Phone Number: [503]226-1444
Fax Number: [503] 226-3647
Website:

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