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
$137M
AUM Growth
+$6.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$764K
2
+$607K
3
+$583K
4
DATA
Tableau Software, Inc.
DATA
+$514K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$461K

Top Sells

1
+$735K
2
+$723K
3
+$697K
4
PEGA icon
Pegasystems
PEGA
+$476K
5
CVS icon
CVS Health
CVS
+$441K

Sector Composition

1 Technology 27.95%
2 Industrials 17.35%
3 Financials 11.05%
4 Consumer Discretionary 9.49%
5 Materials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.42M 1.03%
256,315
-180
27
$1.37M 1%
15,100
-915
28
$1.33M 0.97%
46,843
-5,169
29
$1.33M 0.97%
26,278
-1,171
30
$1.32M 0.96%
39,450
-25
31
$1.31M 0.96%
76,780
-4,264
32
$1.31M 0.95%
74,756
-835
33
$1.27M 0.93%
53,291
-4,443
34
$1.26M 0.92%
41,421
-2,171
35
$1.25M 0.91%
15,110
-1,071
36
$1.24M 0.9%
72,846
+34,313
37
$1.21M 0.88%
37,923
-1,956
38
$1.17M 0.86%
98,900
-65
39
$1.15M 0.84%
47,976
-4,979
40
$1.14M 0.83%
17,860
41
$1.13M 0.83%
158,557
-19,368
42
$1.09M 0.8%
12,129
43
$1.06M 0.78%
27,350
44
$1.05M 0.76%
161,789
-12,507
45
$1.03M 0.75%
14,719
-871
46
$1.01M 0.74%
6,663
-10
47
$1.01M 0.74%
11,671
-448
48
$1M 0.73%
38,285
49
$964K 0.7%
343,500
-73,250
50
$956K 0.7%
52,642
-3,605
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