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
476
$16.6K ﹤0.01%
+847
477
$16.5K ﹤0.01%
+1,081
478
$16.4K ﹤0.01%
+72
479
$16.2K ﹤0.01%
+504
480
$16.2K ﹤0.01%
+60
481
$16K ﹤0.01%
+171
482
$16K ﹤0.01%
+910
483
$15.9K ﹤0.01%
+1,148
484
$15.9K ﹤0.01%
+630
485
$15.9K ﹤0.01%
+1,000
486
$15.8K ﹤0.01%
+1,011
487
$15.7K ﹤0.01%
+122
488
$15.5K ﹤0.01%
+360
489
$15.5K ﹤0.01%
+235
490
$15.3K ﹤0.01%
+3,000
491
$15.1K ﹤0.01%
+197
492
$15.1K ﹤0.01%
+53
493
$15.1K ﹤0.01%
+149
494
$14.8K ﹤0.01%
+200
495
$14.8K ﹤0.01%
+77
496
$14.7K ﹤0.01%
+335
497
$14.5K ﹤0.01%
+189
498
$14.5K ﹤0.01%
+200
499
$14.5K ﹤0.01%
+361
500
$14.5K ﹤0.01%
+132