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
$193M
AUM Growth
-$5.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$535K
2
+$258K
3
+$239K
4
HWC icon
Hancock Whitney
HWC
+$207K
5
SDC
SmileDirectClub, Inc. Class A Common Stock
SDC
+$199K

Top Sells

1
+$1.23M
2
+$1.09M
3
+$786K
4
CADE
Cadence Bancorporation
CADE
+$438K
5
SWN
Southwestern Energy Company
SWN
+$175K

Sector Composition

1 Technology 31.36%
2 Consumer Discretionary 12.1%
3 Industrials 11.48%
4 Healthcare 11.24%
5 Financials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.9M 0.98%
7,007
-90
27
$1.85M 0.96%
9,515
+8
28
$1.82M 0.94%
6,464
+4
29
$1.77M 0.92%
6,756
+6
30
$1.68M 0.87%
6,604
-171
31
$1.6M 0.83%
17,005
-540
32
$1.59M 0.82%
27,822
-135
33
$1.57M 0.81%
39,079
+35
34
$1.55M 0.8%
319,724
-2,916
35
$1.49M 0.77%
11,481
-59
36
$1.46M 0.76%
44,418
+43
37
$1.42M 0.74%
57,745
-471
38
$1.42M 0.73%
9,369
+7
39
$1.41M 0.73%
8,432
-137
40
$1.41M 0.73%
29,511
-175
41
$1.39M 0.72%
3,228
+4
42
$1.37M 0.71%
31,845
-800
43
$1.35M 0.7%
8,063
+9
44
$1.33M 0.69%
48,089
+45
45
$1.3M 0.67%
4,822
+4
46
$1.28M 0.67%
7,848
47
$1.28M 0.66%
33,747
-232
48
$1.26M 0.65%
128,251
-821
49
$1.26M 0.65%
9,455
-104
50
$1.23M 0.64%
6,166
+2
1
2
3 4 5