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
576
$9.38K ﹤0.01%
+400
577
$9.33K ﹤0.01%
+148
578
$9.31K ﹤0.01%
+726
579
$9.29K ﹤0.01%
+544
580
$9.13K ﹤0.01%
+211
581
$9.09K ﹤0.01%
+358
582
$8.99K ﹤0.01%
+214
583
$8.96K ﹤0.01%
+246
584
$8.96K ﹤0.01%
+1,300
585
$8.95K ﹤0.01%
+150
586
$8.91K ﹤0.01%
+2,000
587
$8.81K ﹤0.01%
+122
588
$8.78K ﹤0.01%
+59
589
$8.76K ﹤0.01%
+300
590
$8.7K ﹤0.01%
+500
591
$8.55K ﹤0.01%
+250
592
$8.54K ﹤0.01%
+144
593
$8.48K ﹤0.01%
+52
594
$8.38K ﹤0.01%
+21
595
$8.34K ﹤0.01%
+411
596
$8.33K ﹤0.01%
+74
597
$8.27K ﹤0.01%
+450
598
$7.96K ﹤0.01%
+29
599
$7.86K ﹤0.01%
+204
600
$7.8K ﹤0.01%
+150