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
551
$11.2K ﹤0.01%
+153
552
$11.2K ﹤0.01%
+69
553
$11.1K ﹤0.01%
+215
554
$11.1K ﹤0.01%
+1,082
555
$11K ﹤0.01%
+254
556
$10.9K ﹤0.01%
+88
557
$10.9K ﹤0.01%
+188
558
$10.7K ﹤0.01%
+392
559
$10.7K ﹤0.01%
+182
560
$10.7K ﹤0.01%
+331
561
$10.6K ﹤0.01%
+60
562
$10.5K ﹤0.01%
+547
563
$10.5K ﹤0.01%
+330
564
$10.5K ﹤0.01%
+732
565
$10.4K ﹤0.01%
+582
566
$10.4K ﹤0.01%
+277
567
$10.3K ﹤0.01%
+205
568
$10.2K ﹤0.01%
+40
569
$10.1K ﹤0.01%
+170
570
$10.1K ﹤0.01%
+78
571
$9.99K ﹤0.01%
+150
572
$9.82K ﹤0.01%
+80
573
$9.78K ﹤0.01%
+37
574
$9.73K ﹤0.01%
+136
575
$9.65K ﹤0.01%
+158