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
$190M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$626K
3
+$624K
4
AMRC icon
Ameresco
AMRC
+$455K
5
SMCI icon
Super Micro Computer
SMCI
+$443K

Top Sells

1
+$738K
2
+$563K
3
+$327K
4
TTMI icon
TTM Technologies
TTMI
+$220K
5
ARW icon
Arrow Electronics
ARW
+$218K

Sector Composition

1 Technology 25.62%
2 Healthcare 13.09%
3 Industrials 12.97%
4 Consumer Discretionary 11.52%
5 Financials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.08M 1.09%
84,982
-1,022
27
$2M 1.05%
113,518
-444
28
$2M 1.05%
19,301
+461
29
$1.93M 1.01%
15,334
-275
30
$1.92M 1.01%
5,096
+70
31
$1.8M 0.95%
3,885
-10
32
$1.77M 0.93%
15,362
-322
33
$1.6M 0.84%
8,121
+184
34
$1.56M 0.82%
7,487
-162
35
$1.52M 0.8%
5,786
-75
36
$1.46M 0.77%
34,822
-271
37
$1.44M 0.76%
32,014
-265
38
$1.42M 0.75%
39,500
+8,900
39
$1.39M 0.73%
38,089
-434
40
$1.39M 0.73%
16,617
-158
41
$1.25M 0.66%
7,338
42
$1.25M 0.66%
2,796
+70
43
$1.24M 0.65%
10,207
-87
44
$1.24M 0.65%
46,373
-609
45
$1.23M 0.65%
5,281
+140
46
$1.23M 0.64%
31,690
-2,500
47
$1.22M 0.64%
7,673
-175
48
$1.21M 0.64%
15,651
-2,717
49
$1.16M 0.61%
11,464
-92
50
$1.09M 0.57%
12,158
+282
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2
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