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
$155M
AUM Growth
-$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.39M
3
+$994K
4
AMZN icon
Amazon
AMZN
+$773K
5
TPL icon
Texas Pacific Land
TPL
+$669K

Top Sells

1
+$1.09M
2
+$841K
3
+$762K
4
SAGE
Sage Therapeutics
SAGE
+$683K
5
WFC.PRL icon
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
+$645K

Sector Composition

1 Healthcare 29.27%
2 Energy 7.45%
3 Consumer Discretionary 6.24%
4 Technology 5.76%
5 Consumer Staples 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
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