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
$171M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$650K
2
+$510K
3
+$457K
4
CARG icon
CarGurus
CARG
+$382K
5
ABTC
American Bitcoin Corp
ABTC
+$334K

Top Sells

1
+$1.02M
2
+$954K
3
+$414K
4
WDAY icon
Workday
WDAY
+$349K
5
ECL icon
Ecolab
ECL
+$309K

Sector Composition

1 Technology 31.16%
2 Industrials 12.45%
3 Consumer Discretionary 11.41%
4 Healthcare 10.49%
5 Financials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.68M 0.98%
33,156
-156
27
$1.64M 0.96%
60,856
-1,060
28
$1.62M 0.95%
19,365
-553
29
$1.61M 0.94%
7,233
-15
30
$1.5M 0.88%
6,732
-25
31
$1.47M 0.86%
8,810
-145
32
$1.47M 0.86%
8,854
-1,018
33
$1.45M 0.85%
69,855
-1,269
34
$1.41M 0.83%
9,482
-276
35
$1.41M 0.83%
39,941
-885
36
$1.4M 0.82%
302,640
+11,578
37
$1.39M 0.82%
12,827
-372
38
$1.39M 0.81%
36,047
-586
39
$1.37M 0.8%
11,739
-210
40
$1.29M 0.75%
17,042
-363
41
$1.26M 0.74%
107,636
-1,703
42
$1.23M 0.72%
5,537
+1,408
43
$1.23M 0.72%
34,191
-1,693
44
$1.21M 0.71%
30,112
-492
45
$1.21M 0.71%
20,093
-576
46
$1.2M 0.7%
28,615
-475
47
$1.18M 0.69%
18,949
-546
48
$1.17M 0.69%
2,990
+47
49
$1.17M 0.68%
48,702
-1,371
50
$1.16M 0.68%
9,654
-185
1
2
3 4 5