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
426
$24.5K 0.01%
+150
427
$24.2K 0.01%
+146
428
$23.8K 0.01%
+69
429
$23.3K 0.01%
+2,000
430
$23.3K 0.01%
+290
431
$23.3K 0.01%
+125
432
$23.1K 0.01%
+175
433
$22.9K 0.01%
+400
434
$22.9K 0.01%
+135
435
$22.8K 0.01%
+76
436
$22.8K 0.01%
+333
437
$22.6K 0.01%
+600
438
$22.4K 0.01%
+200
439
$22.3K 0.01%
+642
440
$22.2K 0.01%
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441
$22.1K 0.01%
+298
442
$22.1K 0.01%
+500
443
$21.8K 0.01%
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444
$21.6K 0.01%
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445
$21.5K 0.01%
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446
$21.5K 0.01%
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447
$21.1K 0.01%
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448
$21.1K 0.01%
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449
$20.9K 0.01%
+34
450
$20.8K 0.01%
+1,600