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
$202M
AUM Growth
+$9.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$747K
2
+$607K
3
+$589K
4
ENOV icon
Enovis
ENOV
+$543K
5
EVBG
Everbridge, Inc. Common Stock
EVBG
+$516K

Top Sells

1
+$826K
2
+$770K
3
+$560K
4
XOM icon
Exxon Mobil
XOM
+$355K
5
GT icon
Goodyear
GT
+$301K

Sector Composition

1 Technology 31.87%
2 Industrials 12.41%
3 Consumer Discretionary 11.63%
4 Healthcare 11.63%
5 Financials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.25M 1.11%
20,360
+506
27
$2.23M 1.1%
6,929
+173
28
$2.18M 1.08%
6,489
+25
29
$2.03M 1%
129,329
+1,078
30
$1.85M 0.92%
39,864
+785
31
$1.83M 0.9%
12,836
+194
32
$1.81M 0.9%
30,645
-1,200
33
$1.8M 0.89%
6,483
-121
34
$1.77M 0.87%
6,957
-50
35
$1.72M 0.85%
29,938
+427
36
$1.62M 0.8%
56,945
-800
37
$1.61M 0.79%
8,277
+214
38
$1.61M 0.79%
17,130
+325
39
$1.59M 0.79%
311,724
-8,000
40
$1.55M 0.77%
16,844
+437
41
$1.53M 0.76%
16,055
-950
42
$1.53M 0.76%
11,666
+185
43
$1.52M 0.75%
6,179
+13
44
$1.42M 0.7%
43,518
+9,771
45
$1.42M 0.7%
3,253
+25
46
$1.42M 0.7%
4,856
+34
47
$1.36M 0.67%
49,408
+1,319
48
$1.34M 0.66%
5,393
49
$1.32M 0.65%
8,432
50
$1.27M 0.63%
22,652
+162
1
2
3 4 5