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
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$722K
3
+$708K
4
NVO icon
Novo Nordisk
NVO
+$659K
5
KSS icon
Kohl's
KSS
+$426K

Top Sells

1
+$1.01M
2
+$640K
3
+$536K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$432K
5
AYI icon
Acuity Brands
AYI
+$335K

Sector Composition

1 Technology 32.15%
2 Industrials 13.06%
3 Healthcare 11.3%
4 Financials 8.46%
5 Consumer Discretionary 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 1.03%
9,641
+770
27
$1.29M 1%
18,221
+526
28
$1.27M 0.99%
7,057
-1,855
29
$1.23M 0.96%
11,270
-58
30
$1.23M 0.96%
31,156
-450
31
$1.21M 0.94%
11,963
-62
32
$1.13M 0.88%
106,703
-1,386
33
$1.13M 0.88%
9,786
-157
34
$1.13M 0.88%
3,829
-24
35
$1.12M 0.87%
62,444
-380
36
$1.02M 0.8%
4,673
+298
37
$1.01M 0.79%
40,887
-182
38
$1.01M 0.78%
9,103
-42
39
$993K 0.77%
13,225
-77
40
$990K 0.77%
36,675
-441
41
$983K 0.77%
34,668
-3,239
42
$974K 0.76%
15,656
+456
43
$954K 0.74%
6,787
+220
44
$928K 0.72%
15,508
-1,800
45
$902K 0.7%
48,716
46
$897K 0.7%
2,884
+186
47
$895K 0.7%
4,468
-25
48
$879K 0.68%
50,174
-298
49
$867K 0.68%
5,649
-385
50
$862K 0.67%
40,252
+2,264
1
2
3 4 5