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
$272M
AUM Growth
-$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.14M
3
+$898K
4
SMCI icon
Super Micro Computer
SMCI
+$531K
5
KMG
KMG Chemicals Inc
KMG
+$528K

Top Sells

1
+$7.03M
2
+$4.82M
3
+$3.04M
4
PEGA icon
Pegasystems
PEGA
+$2.91M
5
DY icon
Dycom Industries
DY
+$2.83M

Sector Composition

1 Technology 22.36%
2 Industrials 18.58%
3 Financials 12.82%
4 Consumer Discretionary 12.62%
5 Healthcare 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.31M 1.22%
208,946
-94,158
27
$3.27M 1.2%
217,995
-42,999
28
$3.17M 1.16%
133,282
-66,815
29
$3.15M 1.16%
59,704
-31,243
30
$3.15M 1.16%
97,018
-43,137
31
$3.13M 1.15%
121,150
-54,216
32
$3.1M 1.14%
173,089
-59,110
33
$3.07M 1.13%
33,912
-14,579
34
$3M 1.1%
293,573
-137,667
35
$2.99M 1.1%
890,389
-392,880
36
$2.99M 1.1%
189,687
-99,782
37
$2.92M 1.07%
272,540
38
$2.92M 1.07%
119,016
-62,654
39
$2.92M 1.07%
51,944
-281
40
$2.86M 1.05%
254,279
-122,584
41
$2.82M 1.03%
145,875
-66,698
42
$2.71M 0.99%
85,805
-38,078
43
$2.6M 0.96%
222,573
-113,571
44
$2.6M 0.95%
198,505
-104,120
45
$2.48M 0.91%
158,314
-78,393
46
$2.47M 0.91%
+149,910
47
$2.44M 0.9%
188,959
-81,648
48
$2.41M 0.89%
184,749
-90,906
49
$2.37M 0.87%
147,633
-52,737
50
$2.36M 0.87%
131,501
-60,697
1
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