FIM

Fernwood Investment Management Portfolio holdings

AUM $288M
1-Year Est. Return 33.53%
This Quarter Est. Return
1 Year Est. Return
+33.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$343M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1 +$2.61M
2 +$1.82M
3 +$530K
4
AMD icon
Advanced Micro Devices
AMD
+$412K
5
PLRX icon
Pliant Therapeutics
PLRX
+$376K

Top Sells

1 +$2.48M
2 +$1.69M
3 +$1.63M
4
NVDA icon
NVIDIA
NVDA
+$1.43M
5
MSFT icon
Microsoft
MSFT
+$1.41M

Sector Composition

1 Technology 16.17%
2 Healthcare 15.05%
3 Consumer Discretionary 7.98%
4 Energy 7.68%
5 Financials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$71.5K 0.02%
+4,375
302
$71.1K 0.02%
+1,819
303
$70.7K 0.02%
+7,593
304
$70.6K 0.02%
+1,400
305
$70.2K 0.02%
+1,851
306
$70K 0.02%
+7,500
307
$69.1K 0.02%
+255
308
$68.9K 0.02%
+19
309
$68.9K 0.02%
+266
310
$68.8K 0.02%
+1,000
311
$68.5K 0.02%
+1,710
312
$67.3K 0.02%
+1,554
313
$66.6K 0.02%
+700
314
$65.9K 0.02%
15,400
315
$65.5K 0.02%
+3,484
316
$64.6K 0.02%
+1,055
317
$64.1K 0.02%
+2,567
318
$63.9K 0.02%
+133
319
$63.7K 0.02%
+719
320
$63.6K 0.02%
+1,510
321
$63.4K 0.02%
+918
322
$62K 0.02%
+1,712
323
$61.9K 0.02%
+1,536
324
$61.9K 0.02%
+812
325
$60.8K 0.02%
+705