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
$160M
AUM Growth
+$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$826K
2
+$570K
3
+$271K
4
TTMI icon
TTM Technologies
TTMI
+$249K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$208K

Top Sells

1
+$666K
2
+$589K
3
+$507K
4
SM icon
SM Energy
SM
+$243K
5
HWC icon
Hancock Whitney
HWC
+$216K

Sector Composition

1 Technology 30.07%
2 Industrials 13.77%
3 Consumer Discretionary 12.1%
4 Healthcare 10.57%
5 Financials 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.63M 1.02%
50,945
27
$1.6M 1%
27,175
-1,072
28
$1.53M 0.96%
16,376
-150
29
$1.53M 0.96%
17,618
30
$1.51M 0.95%
32,259
-1,530
31
$1.5M 0.94%
37,108
+197
32
$1.47M 0.92%
8,826
-147
33
$1.42M 0.89%
3,995
-233
34
$1.41M 0.88%
364,074
35
$1.38M 0.86%
8,171
-10
36
$1.37M 0.85%
10,642
-450
37
$1.35M 0.85%
3,023
-30
38
$1.34M 0.83%
37,099
-1,716
39
$1.33M 0.83%
17,412
-688
40
$1.32M 0.82%
16,557
+60
41
$1.28M 0.8%
5,729
-69
42
$1.23M 0.77%
23,565
+10,900
43
$1.23M 0.77%
84,833
44
$1.2M 0.75%
6,012
-507
45
$1.15M 0.72%
8,033
46
$1.14M 0.71%
68,863
+620
47
$1.12M 0.7%
7,704
-98
48
$1.11M 0.7%
13,203
-208
49
$1.11M 0.69%
143,682
-3,223
50
$1.09M 0.68%
99,697
+6,039
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