FIM
Fernwood Investment Management Portfolio holdings
AUM
$288M
This Quarter Return
+7.71%
1 Year Return
+33.53%
3 Year Return
+83.32%
5 Year Return
+196.78%
10 Year Return
+650.37%
AUM
$212M
AUM Growth
+$212M
(+4.6%)
Cap. Flow
+$1.83M
Cap. Flow
% of AUM
0.86%
Top 10 Holdings %
Top 10 Hldgs %
30.7%
Holding
171
New
5
Increased
39
Reduced
81
Closed
8
Top Buys
| 1 |
Relay Therapeutics
RLAY
|
$7.06M |
| 2 |
Apple
AAPL
|
$6.36M |
| 3 |
MSCI
MSCI
|
$603K |
| 4 |
Global X Cloud Computing ETF
CLOU
|
$531K |
| 5 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$479K |
Top Sells
| 1 |
TD Synnex
SNX
|
$1.46M |
| 2 |
Visa
V
|
$1.26M |
| 3 |
Meta Platforms (Facebook)
META
|
$805K |
| 4 |
Amazon
AMZN
|
$715K |
| 5 |
MongoDB
MDB
|
$671K |
Sector Composition
| 1 | Healthcare | 25.06% |
| 2 | Technology | 13.9% |
| 3 | Consumer Discretionary | 8.12% |
| 4 | Communication Services | 6.47% |
| 5 | Financials | 6.14% |
