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
$133M
AUM Growth
+$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$966K
3
+$612K
4
ARW icon
Arrow Electronics
ARW
+$582K
5
COHR icon
Coherent
COHR
+$467K

Top Sells

1
+$2.21M
2
+$433K
3
+$344K
4
TDY icon
Teledyne Technologies
TDY
+$231K
5
HWC icon
Hancock Whitney
HWC
+$208K

Sector Composition

1 Technology 33.46%
2 Industrials 17.47%
3 Financials 12.15%
4 Consumer Discretionary 9.84%
5 Healthcare 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.25M 0.93%
45,515
+2,019
27
$1.24M 0.93%
38,325
+2,600
28
$1.24M 0.93%
34,173
-1,691
29
$1.24M 0.93%
21,785
+530
30
$1.24M 0.93%
+8,318
31
$1.2M 0.9%
40,517
-97
32
$1.18M 0.89%
162,472
-382
33
$1.15M 0.86%
9,755
+1,737
34
$1.13M 0.85%
59,107
-275
35
$1.1M 0.83%
32,904
-72
36
$1.1M 0.83%
56,726
-217
37
$1.06M 0.8%
23,401
+260
38
$1.02M 0.77%
8,212
-7
39
$1.01M 0.76%
7,295
+66
40
$974K 0.73%
18,905
+1,160
41
$971K 0.73%
31,510
-111
42
$969K 0.73%
10,628
-19
43
$963K 0.72%
103,596
+25,529
44
$935K 0.7%
18,308
+2,251
45
$921K 0.69%
77,683
+15,779
46
$900K 0.67%
9,603
-39
47
$874K 0.65%
8,880
-36
48
$873K 0.65%
60,911
-3,211
49
$870K 0.65%
162,960
-500
50
$860K 0.64%
36,480
-175
1
2
3 4 5