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
$142M
AUM Growth
+$4.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$934K
2
+$801K
3
+$411K
4
AZZ icon
AZZ Inc
AZZ
+$363K
5
UFPI icon
UFP Industries
UFPI
+$336K

Top Sells

1
+$1.13M
2
+$941K
3
+$908K
4
KATE
Kate Spade & Company
KATE
+$854K
5
FOE
Ferro Corporation
FOE
+$493K

Sector Composition

1 Technology 28.89%
2 Industrials 17.42%
3 Financials 12.83%
4 Consumer Discretionary 9.21%
5 Materials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.47M 1.03%
28,731
-6
27
$1.39M 0.98%
70,587
-287
28
$1.38M 0.97%
40,495
29
$1.38M 0.97%
47,676
-84
30
$1.35M 0.95%
24,241
-121
31
$1.35M 0.95%
32,404
+12
32
$1.33M 0.94%
13,752
-25
33
$1.3M 0.92%
67,898
-2,125
34
$1.25M 0.88%
25,780
+7,455
35
$1.24M 0.87%
37,014
+1,839
36
$1.21M 0.85%
192,177
+33,085
37
$1.2M 0.85%
18,110
+68
38
$1.19M 0.84%
15,941
-2
39
$1.16M 0.82%
13,893
40
$1.15M 0.81%
17,649
41
$1.14M 0.8%
70,400
-12
42
$1.12M 0.79%
128,704
-384
43
$1.08M 0.76%
10,901
+4
44
$1.07M 0.76%
61,380
-173
45
$1.06M 0.75%
67,433
46
$1.01M 0.71%
46,830
-3,121
47
$1.01M 0.71%
42,779
+24
48
$1M 0.7%
7,211
-2,148
49
$994K 0.7%
12,129
50
$953K 0.67%
6,203
-15
1
2
3 4 5