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
-$2.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$917K
2
+$651K
3
+$647K
4
KOP icon
Koppers
KOP
+$288K
5
DLTH icon
Duluth Holdings
DLTH
+$243K

Top Sells

1
+$641K
2
+$604K
3
+$498K
4
EXTR icon
Extreme Networks
EXTR
+$489K
5
KDP icon
Keurig Dr Pepper
KDP
+$443K

Sector Composition

1 Technology 28.82%
2 Industrials 16.56%
3 Financials 13.77%
4 Consumer Discretionary 10.43%
5 Materials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 1.06%
38,438
-457
27
$1.45M 1.06%
35,925
28
$1.41M 1.03%
29,495
-10,435
29
$1.38M 1.01%
47,022
-431
30
$1.35M 0.98%
64,653
-1,930
31
$1.32M 0.96%
13,741
-98
32
$1.29M 0.95%
23,230
-983
33
$1.28M 0.93%
15,787
-107
34
$1.26M 0.92%
57,285
-602
35
$1.23M 0.9%
17,649
36
$1.2M 0.88%
42,011
-524
37
$1.17M 0.86%
67,433
38
$1.15M 0.84%
37,450
-267
39
$1.13M 0.82%
10,806
-60
40
$1.09M 0.79%
13,384
-122
41
$1.06M 0.77%
7,201
-10
42
$1.05M 0.77%
60,812
-279
43
$969K 0.71%
40,852
-293
44
$962K 0.7%
185,289
-576
45
$960K 0.7%
51,242
+12,991
46
$954K 0.7%
8,866
-75
47
$946K 0.69%
44,218
+430
48
$923K 0.67%
60,554
-1,957
49
$920K 0.67%
56,247
-1,312
50
$917K 0.67%
+21,348
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