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
$141M
AUM Growth
+$4.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$840K
2
+$401K
3
+$306K
4
C icon
Citigroup
C
+$290K
5
BH icon
Biglari Holdings Class B
BH
+$256K

Top Sells

1
+$1.32M
2
+$524K
3
+$249K
4
MRCY icon
Mercury Systems
MRCY
+$239K
5
MIDD icon
Middleby
MIDD
+$227K

Sector Composition

1 Technology 29.11%
2 Industrials 16.17%
3 Financials 13.27%
4 Consumer Discretionary 10.7%
5 Materials 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 1.08%
24,220
+2,000
27
$1.52M 1.08%
17,771
-76
28
$1.5M 1.06%
20,341
29
$1.49M 1.05%
76,058
-1,142
30
$1.46M 1.03%
23,598
+368
31
$1.44M 1.02%
33,723
+5,264
32
$1.44M 1.02%
77,801
+45,522
33
$1.41M 1%
63,547
-1,106
34
$1.34M 0.95%
29,092
-403
35
$1.33M 0.95%
36,695
-1,743
36
$1.32M 0.93%
48,000
-229
37
$1.29M 0.91%
37,347
-103
38
$1.28M 0.91%
13,322
-62
39
$1.25M 0.89%
67,433
40
$1.23M 0.87%
218,568
+33,279
41
$1.22M 0.86%
51,076
-166
42
$1.21M 0.85%
60,620
-192
43
$1.17M 0.83%
10,787
-19
44
$1.07M 0.76%
126,994
-502
45
$1.02M 0.72%
17,450
-199
46
$1M 0.71%
40,736
-116
47
$967K 0.69%
11,684
48
$962K 0.68%
7,201
49
$946K 0.67%
26,666
-291
50
$945K 0.67%
41,427
-613
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