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
601
$7.71K ﹤0.01%
+179
602
$7.66K ﹤0.01%
+408
603
$7.48K ﹤0.01%
+48
604
$7.42K ﹤0.01%
+1,000
605
$7.41K ﹤0.01%
+200
606
$7.25K ﹤0.01%
+10,500
607
$7.05K ﹤0.01%
+154
608
$7.02K ﹤0.01%
+36
609
$6.99K ﹤0.01%
+66
610
$6.89K ﹤0.01%
+200
611
$6.76K ﹤0.01%
+126
612
$6.65K ﹤0.01%
+86
613
$6.44K ﹤0.01%
+185
614
$6.35K ﹤0.01%
+250
615
$6.33K ﹤0.01%
+21
616
$6.3K ﹤0.01%
+165
617
$6.14K ﹤0.01%
+190
618
$6.13K ﹤0.01%
+35
619
$6.09K ﹤0.01%
+500
620
$6.06K ﹤0.01%
+2,051
621
$5.98K ﹤0.01%
+99
622
$5.96K ﹤0.01%
+155
623
$5.93K ﹤0.01%
+400
624
$5.92K ﹤0.01%
+496
625
$5.92K ﹤0.01%
+99