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
$143M
AUM Growth
+$2.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$483K
3
+$428K
4
GEOS icon
Geospace Technologies
GEOS
+$307K
5
DWSN icon
Dawson Geophysical
DWSN
+$306K

Top Sells

1
+$2.05M
2
+$413K
3
+$287K
4
INGR icon
Ingredion
INGR
+$261K
5
BBSI icon
Barrett Business Services
BBSI
+$176K

Sector Composition

1 Technology 29.16%
2 Industrials 15.56%
3 Financials 13.96%
4 Consumer Discretionary 12.09%
5 Materials 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.58M 1.1%
13,299
-23
27
$1.58M 1.1%
26,208
28
$1.57M 1.1%
24,220
29
$1.56M 1.09%
40,123
-1
30
$1.5M 1.05%
238
-4
31
$1.5M 1.05%
62,105
-1,442
32
$1.47M 1.03%
23,507
-91
33
$1.45M 1.01%
83,317
34
$1.41M 0.99%
212,865
-5,703
35
$1.41M 0.98%
74,475
-1,583
36
$1.35M 0.94%
28,571
-521
37
$1.22M 0.85%
33,637
-86
38
$1.17M 0.82%
60,618
-2
39
$1.17M 0.81%
47,943
-4
40
$1.15M 0.8%
40,734
-2
41
$1.06M 0.74%
194,275
-2,329
42
$1.06M 0.74%
10,786
-1
43
$1.04M 0.73%
7,190
-11
44
$1.02M 0.71%
+4,533
45
$996K 0.7%
101,091
-3,005
46
$993K 0.69%
11,684
47
$985K 0.69%
130,927
-3,870
48
$981K 0.69%
67,433
49
$967K 0.68%
37,345
-2
50
$959K 0.67%
45,056
-2
1
2
3 4 5