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
$164M
AUM Growth
-$9.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$977K
3
+$795K
4
FTV icon
Fortive
FTV
+$313K
5
DRRX
DURECT Corp
DRRX
+$304K

Top Sells

1
+$2.48M
2
+$308K
3
+$273K
4
KRNT icon
Kornit Digital
KRNT
+$261K
5
QTRX icon
Quanterix
QTRX
+$255K

Sector Composition

1 Technology 28.23%
2 Industrials 12.94%
3 Consumer Discretionary 11.56%
4 Healthcare 10.7%
5 Financials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.77M 1.08%
18,368
+1,000
27
$1.71M 1.05%
18,840
-948
28
$1.7M 1.04%
64,537
-1,826
29
$1.69M 1.03%
3,895
-25
30
$1.69M 1.03%
80,750
31
$1.6M 0.98%
15,609
-541
32
$1.59M 0.97%
5,026
-653
33
$1.43M 0.87%
38,523
+140
34
$1.4M 0.86%
84,833
35
$1.4M 0.85%
25,388
-488
36
$1.4M 0.85%
15,684
-402
37
$1.38M 0.84%
7,937
-406
38
$1.36M 0.83%
25,367
+1
39
$1.36M 0.83%
34,190
40
$1.32M 0.81%
7,649
-263
41
$1.24M 0.76%
5,141
-271
42
$1.19M 0.73%
5,861
-40
43
$1.16M 0.71%
16,775
-317
44
$1.14M 0.7%
10,294
+82
45
$1.11M 0.68%
35,093
-945
46
$1.11M 0.68%
2,726
-130
47
$1.09M 0.67%
7,848
-45
48
$1.06M 0.65%
7,338
49
$1.05M 0.64%
380,343
+39,000
50
$1.04M 0.63%
31,315
+1,200
1
2
3 4 5