FIM
Fernwood Investment Management Portfolio holdings
AUM
$288M
1-Year Return
33.53%
This Quarter Return
+11.83%
1 Year Return
+33.53%
3 Year Return
+83.32%
5 Year Return
+196.78%
10 Year Return
+650.37%
AUM
$261M
AUM Growth
+$18.7M
(+7.8%)
Cap. Flow
+$3.81M
Cap. Flow
% of AUM
1.46%
Top 10 Holdings %
Top 10 Hldgs %
28.84%
Holding
189
New
7
Increased
51
Reduced
56
Closed
5
Top Buys
| 1 |
Apple
AAPL
|
$1.76M |
| 2 |
Microsoft
MSFT
|
$1.48M |
| 3 |
Walmart
WMT
|
$615K |
| 4 |
BridgeBio Pharma
BBIO
|
$563K |
| 5 |
Accenture
ACN
|
$414K |
Top Sells
| 1 |
Iridium Communications
IRDM
|
$2.17M |
| 2 |
Eli Lilly
LLY
|
$682K |
| 3 |
COUP
Coupa Software Incorporated
COUP
|
$386K |
| 4 |
Biogen
BIIB
|
$348K |
| 5 |
Axon Enterprise
AXON
|
$245K |
Sector Composition
| 1 | Healthcare | 18.18% |
| 2 | Technology | 14.35% |
| 3 | Energy | 8.35% |
| 4 | Consumer Discretionary | 7.7% |
| 5 | Financials | 7.69% |
