FIM
Fernwood Investment Management Portfolio holdings
AUM
$288M
This Quarter Return
+18.24%
1 Year Return
+33.53%
3 Year Return
+83.32%
5 Year Return
+196.78%
10 Year Return
+650.37%
AUM
$209M
AUM Growth
+$209M
(+3.6%)
Cap. Flow
-$21.1M
Cap. Flow
% of AUM
-10.1%
Top 10 Holdings %
Top 10 Hldgs %
31.48%
Holding
196
New
16
Increased
28
Reduced
78
Closed
37
Top Buys
| 1 |
Eli Lilly
LLY
|
$2.71M |
| 2 |
American Airlines Group
AAL
|
$1.42M |
| 3 |
MongoDB
MDB
|
$978K |
| 4 |
Marvell Technology
MRVL
|
$768K |
| 5 |
MSCI
MSCI
|
$589K |
Top Sells
| 1 |
GBT
Global Blood Therapeutics, Inc.
GBT
|
$5.61M |
| 2 |
MYOK
MyoKardia, Inc. Common Stock
MYOK
|
$2.1M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$1.76M |
| 4 |
Monster Beverage
MNST
|
$1.31M |
| 5 |
PTLA
Portola Pharmaceuticals, Inc.
PTLA
|
$948K |
Sector Composition
| 1 | Healthcare | 27.48% |
| 2 | Technology | 9.21% |
| 3 | Energy | 5.95% |
| 4 | Consumer Discretionary | 5.94% |
| 5 | Communication Services | 5.56% |
