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
501
$14.3K ﹤0.01%
+150
502
$14.1K ﹤0.01%
+1,085
503
$13.9K ﹤0.01%
+117
504
$13.9K ﹤0.01%
+144
505
$13.8K ﹤0.01%
+805
506
$13.8K ﹤0.01%
+494
507
$13.8K ﹤0.01%
+1,950
508
$13.8K ﹤0.01%
+500
509
$13.7K ﹤0.01%
+54
510
$13.6K ﹤0.01%
+327
511
$13.6K ﹤0.01%
+208
512
$13.5K ﹤0.01%
+483
513
$13.5K ﹤0.01%
+328
514
$13.5K ﹤0.01%
+227
515
$13.4K ﹤0.01%
+119
516
$13.3K ﹤0.01%
+40
517
$13.3K ﹤0.01%
+300
518
$13.3K ﹤0.01%
+650
519
$13.2K ﹤0.01%
+1,050
520
$13.2K ﹤0.01%
+102
521
$13.1K ﹤0.01%
+600
522
$13.1K ﹤0.01%
+49
523
$13.1K ﹤0.01%
+200
524
$13K ﹤0.01%
+303
525
$12.8K ﹤0.01%
+135