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
376
$36.2K 0.01%
+800
377
$36.2K 0.01%
+421
378
$35.8K 0.01%
+1,000
379
$34.8K 0.01%
+89
380
$34.7K 0.01%
+276
381
$34.7K 0.01%
+175
382
$33.8K 0.01%
+1,300
383
$33.4K 0.01%
+238
384
$33.3K 0.01%
27,334
+1
385
$33.3K 0.01%
+533
386
$33.1K 0.01%
+588
387
$33K 0.01%
+125
388
$33K 0.01%
+350
389
$32.5K 0.01%
+555
390
$32.3K 0.01%
+200
391
$32.1K 0.01%
+250
392
$32K 0.01%
+318
393
$31.5K 0.01%
+600
394
$31.4K 0.01%
+350
395
$30.9K 0.01%
+290
396
$30.8K 0.01%
+610
397
$30.7K 0.01%
+261
398
$30.1K 0.01%
+351
399
$30K 0.01%
+4,000
400
$29.7K 0.01%
+3,090