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
$209M
AUM Growth
+$7.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$1.42M
3
+$978K
4
MRVL icon
Marvell Technology
MRVL
+$768K
5
MSCI icon
MSCI
MSCI
+$589K

Top Sells

1
+$5.61M
2
+$2.1M
3
+$1.76M
4
MNST icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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