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
$140M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$926K
2
+$365K
3
+$344K
4
EMR icon
Emerson Electric
EMR
+$247K
5
DE icon
Deere & Co
DE
+$244K

Top Sells

1
+$974K
2
+$390K
3
+$343K
4
WDC icon
Western Digital
WDC
+$306K
5
INTC icon
Intel
INTC
+$215K

Sector Composition

1 Technology 31.64%
2 Industrials 12.72%
3 Healthcare 11.11%
4 Consumer Discretionary 10.04%
5 Consumer Staples 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 1.04%
78,400
+11,700
27
$1.41M 1.01%
103,634
-3,069
28
$1.38M 0.99%
61,916
-528
29
$1.32M 0.95%
6,757
-300
30
$1.23M 0.88%
9,758
-20
31
$1.19M 0.85%
33,312
+2,156
32
$1.16M 0.83%
8,955
-148
33
$1.14M 0.82%
9,839
+53
34
$1.11M 0.8%
11,949
-14
35
$1.08M 0.77%
55,187
+6,471
36
$1.03M 0.74%
13,199
-26
37
$1.03M 0.73%
6,891
+104
38
$1.01M 0.72%
19,495
-36
39
$1.01M 0.72%
4,798
+125
40
$986K 0.7%
26,288
-46
41
$966K 0.69%
17,097
-35
42
$958K 0.68%
50,073
-101
43
$957K 0.68%
36,633
-42
44
$954K 0.68%
4,460
-8
45
$951K 0.68%
30,604
-33
46
$930K 0.66%
75,021
+3,685
47
$928K 0.66%
41,172
+920
48
$926K 0.66%
+10,500
49
$925K 0.66%
4,300
+109
50
$919K 0.66%
17,405
-24
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2
3 4 5