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
$151M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1 +$5.68M
2 +$5.17M
3 +$4.67M
4
CVS icon
CVS Health
CVS
+$4.57M
5
BIIB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$227K 0.15%
+2,787
127
$227K 0.15%
+3,200
128
$227K 0.15%
+6,900
129
$222K 0.15%
+6,708
130
$220K 0.15%
+3,478
131
$202K 0.13%
+2,775
132
$176K 0.12%
+10,300
133
$158K 0.1%
+20
134
$93K 0.06%
+1,650
135
$81K 0.05%
+17,986
136
$66K 0.04%
+946
137
$40K 0.03%
+2,442