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
626
$5.81K ﹤0.01%
+2,400
627
$5.67K ﹤0.01%
+175
628
$5.63K ﹤0.01%
+140
629
$5.53K ﹤0.01%
+135
630
$5.39K ﹤0.01%
+726
631
$5.38K ﹤0.01%
+173
632
$5.29K ﹤0.01%
+51
633
$5.23K ﹤0.01%
+200
634
$5.08K ﹤0.01%
+175
635
$4.97K ﹤0.01%
+119
636
$4.92K ﹤0.01%
+128
637
$4.9K ﹤0.01%
+95
638
$4.77K ﹤0.01%
+10
639
$4.75K ﹤0.01%
+220
640
$4.61K ﹤0.01%
+200
641
$4.53K ﹤0.01%
+100
642
$4.5K ﹤0.01%
+2,500
643
$4.44K ﹤0.01%
+32
644
$4.38K ﹤0.01%
+420
645
$4.31K ﹤0.01%
+437
646
$4.13K ﹤0.01%
+240
647
$4.07K ﹤0.01%
+600
648
$3.94K ﹤0.01%
+133
649
$3.85K ﹤0.01%
+34
650
$3.82K ﹤0.01%
+43