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
451
$20.6K 0.01%
+512
452
$20.4K 0.01%
+301
453
$20.4K 0.01%
+500
454
$20.4K 0.01%
+485
455
$20.2K 0.01%
+125
456
$20.2K 0.01%
+46
457
$19.8K 0.01%
+49
458
$19.7K 0.01%
+78
459
$19.6K 0.01%
+348
460
$19.2K 0.01%
+42
461
$19.2K 0.01%
+145
462
$19K 0.01%
+3,000
463
$19K 0.01%
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464
$18.2K 0.01%
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465
$18.2K 0.01%
+1,000
466
$17.9K 0.01%
+1,460
467
$17.6K 0.01%
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468
$17.6K 0.01%
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469
$17.5K 0.01%
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$17.2K 0.01%
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471
$17.1K 0.01%
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472
$17K 0.01%
+270
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$17K ﹤0.01%
+165
474
$16.8K ﹤0.01%
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475
$16.7K ﹤0.01%
+51