FIM
Fernwood Investment Management Portfolio holdings
AUM
$288M
1-Year Return
33.53%
This Quarter Return
+9.12%
1 Year Return
+33.53%
3 Year Return
+83.32%
5 Year Return
+196.78%
10 Year Return
+650.37%
AUM
$151M
AUM Growth
–
Cap. Flow
+$151M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
26.91%
Holding
142
New
142
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
PTLA
Portola Pharmaceuticals, Inc.
PTLA
|
$5.68M |
| 2 |
Gilead Sciences
GILD
|
$5.17M |
| 3 |
Safety Insurance
SAFT
|
$4.67M |
| 4 |
CVS Health
CVS
|
$4.57M |
| 5 |
Biogen
BIIB
|
$3.85M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 17.47% |
| 2 | Energy | 15.56% |
| 3 | Industrials | 9.62% |
| 4 | Financials | 8.41% |
| 5 | Real Estate | 6.6% |
