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
401
$29.6K 0.01%
+300
402
$29.4K 0.01%
+101
403
$29.4K 0.01%
+6,665
404
$29.3K 0.01%
+1,500
405
$29K 0.01%
+350
406
$29K 0.01%
+596
407
$28.6K 0.01%
+425
408
$28.5K 0.01%
+1,057
409
$28.4K 0.01%
+191
410
$28.1K 0.01%
+1,075
411
$27.8K 0.01%
+1,768
412
$27.3K 0.01%
+325
413
$27.2K 0.01%
+240
414
$27.1K 0.01%
+500
415
$27K 0.01%
+149
416
$26.5K 0.01%
+513
417
$26.4K 0.01%
+500
418
$25.7K 0.01%
+500
419
$25.4K 0.01%
+150
420
$24.9K 0.01%
+605
421
$24.7K 0.01%
+49
422
$24.7K 0.01%
+1,639
423
$24.6K 0.01%
400
424
$24.5K 0.01%
+446
425
$24.5K 0.01%
+4,000