IIM

Ironwood Investment Management Portfolio holdings

AUM $206M
1-Year Est. Return 21.74%
This Quarter Est. Return
1 Year Est. Return
+21.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$563M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$11.3M
3
+$10.9M
4
PEGA icon
Pegasystems
PEGA
+$10.7M
5
PRGS icon
Progress Software
PRGS
+$10.3M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 16.77%
2 Technology 14.22%
3 Consumer Discretionary 13.69%
4 Financials 11.68%
5 Healthcare 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.65M 1.36%
+156,413
27
$7.62M 1.35%
+275,618
28
$7.53M 1.34%
+684,759
29
$7.49M 1.33%
+336,504
30
$7.47M 1.33%
+809,816
31
$7.45M 1.32%
+160,109
32
$7.37M 1.31%
+266,109
33
$7.3M 1.3%
+160,983
34
$7.28M 1.29%
+663,732
35
$7.26M 1.29%
+440,249
36
$7.18M 1.27%
+362,426
37
$7.14M 1.27%
+144,484
38
$7.13M 1.27%
+534,847
39
$7.01M 1.24%
+302,795
40
$6.93M 1.23%
+109,427
41
$6.68M 1.19%
+585,831
42
$6.55M 1.16%
+435,051
43
$6.34M 1.13%
+904,995
44
$6.34M 1.12%
+81,156
45
$5.98M 1.06%
+215,275
46
$5.93M 1.05%
+453,058
47
$5.59M 0.99%
+197,385
48
$5.38M 0.96%
+776,645
49
$5.35M 0.95%
+415,806
50
$5.3M 0.94%
+610,402
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