IPW

IronBridge Private Wealth Portfolio holdings

AUM $287M
1-Year Est. Return 17.12%
This Quarter Est. Return
1 Year Est. Return
+17.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Sector Composition

1 Technology 13.71%
2 Consumer Discretionary 11.56%
3 Financials 5.52%
4 Utilities 2.85%
5 Consumer Staples 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
0
277
$0 ﹤0.01%
4
278
-86
279
-1
280
-1,167
281
-435
282
$0 ﹤0.01%
+1
283
-60
284
0
285
-269
286
-56
287
-19,819
288
-670
289
$0 ﹤0.01%
+4