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
$128M
AUM Growth
+$4.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$626K
2
+$271K
3
+$240K
4
DOV icon
Dover
DOV
+$205K
5
KBR icon
KBR
KBR
+$200K

Top Sells

1
+$710K
2
+$512K
3
+$322K
4
GME icon
GameStop
GME
+$310K
5
DHR icon
Danaher
DHR
+$220K

Sector Composition

1 Technology 32.39%
2 Industrials 17.58%
3 Financials 12.99%
4 Consumer Discretionary 9.36%
5 Healthcare 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.26M 0.99%
40,614
-18
27
$1.24M 0.97%
67,544
-20
28
$1.22M 0.95%
21,255
29
$1.21M 0.95%
43,496
-1
30
$1.21M 0.95%
32,976
-10
31
$1.18M 0.92%
59,382
-20
32
$1.1M 0.86%
23,141
-6
33
$1.1M 0.86%
8,916
-5
34
$1.08M 0.84%
163,460
-17,187
35
$1.05M 0.82%
162,854
+6,042
36
$1.04M 0.81%
35,725
37
$1.04M 0.81%
10,647
-2
38
$997K 0.78%
11,153
-6
39
$978K 0.76%
61,904
-6,339
40
$977K 0.76%
56,943
-30
41
$960K 0.75%
25,709
-14
42
$953K 0.74%
7,229
43
$945K 0.74%
16,057
-6
44
$933K 0.73%
8,219
+561
45
$905K 0.71%
31,621
-10
46
$898K 0.7%
9,642
-5
47
$896K 0.7%
8,018
+550
48
$890K 0.7%
6,389
+1,948
49
$889K 0.69%
64,122
-3,018
50
$884K 0.69%
3,227
+217
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2
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