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
$130M
AUM Growth
-$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$925K
3
+$713K
4
QSR icon
Restaurant Brands International
QSR
+$355K
5
ENOV icon
Enovis
ENOV
+$307K

Top Sells

1
+$1.2M
2
+$1.03M
3
+$893K
4
DY icon
Dycom Industries
DY
+$880K
5
UTEK
Ultratech Inc.
UTEK
+$693K

Sector Composition

1 Technology 28.12%
2 Industrials 17.34%
3 Consumer Discretionary 10.24%
4 Financials 9.22%
5 Healthcare 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 1.07%
240
+1
27
$1.38M 1.06%
35,425
-25
28
$1.36M 1.05%
32,382
-3,979
29
$1.33M 1.02%
57,734
-10,345
30
$1.27M 0.97%
+98,965
31
$1.26M 0.97%
43,592
-6,266
32
$1.23M 0.94%
133,509
-17,597
33
$1.22M 0.94%
52,955
-30,048
34
$1.21M 0.93%
16,015
-2,473
35
$1.17M 0.9%
17,860
-20
36
$1.15M 0.88%
221,208
-40,765
37
$1.15M 0.88%
174,296
+140,164
38
$1.15M 0.88%
81,044
-11,288
39
$1.15M 0.88%
39,475
+25
40
$1.14M 0.88%
43,226
-8,558
41
$1.08M 0.83%
39,879
-5,015
42
$1.06M 0.81%
12,129
43
$1.06M 0.81%
6,338
44
$1.05M 0.81%
12,119
-1,329
45
$1.04M 0.8%
147,640
-20,566
46
$1.04M 0.8%
42,416
-3,219
47
$1M 0.77%
77,712
-13,493
48
$988K 0.76%
74,126
-16,432
49
$977K 0.75%
15,590
-2,216
50
$974K 0.75%
416,750
+250
1
2
3 4 5