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
$205M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$770K
3
+$767K
4
GPI icon
Group 1 Automotive
GPI
+$701K
5
GFF icon
Griffon
GFF
+$697K

Top Sells

1
+$23.2M
2
+$5.18M
3
+$729K
4
COLB icon
Columbia Banking Systems
COLB
+$525K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$430K

Sector Composition

1 Technology 24.4%
2 Industrials 14.2%
3 Consumer Discretionary 12.41%
4 Healthcare 10.12%
5 Financials 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.2M 1.07%
48,500
+9,000
27
$2.17M 1.06%
11,756
-206
28
$2.09M 1.02%
14,567
-795
29
$2.07M 1.01%
44,530
-1,478
30
$1.95M 0.95%
9,754
+2,416
31
$1.95M 0.95%
63,051
-1,453
32
$1.93M 0.94%
3,600
-285
33
$1.88M 0.92%
15,299
-35
34
$1.81M 0.88%
19,551
+3,900
35
$1.79M 0.87%
11,254
-210
36
$1.62M 0.79%
5,363
-423
37
$1.58M 0.77%
7,445
-42
38
$1.52M 0.74%
54,770
+24,155
39
$1.46M 0.71%
29,190
-2,500
40
$1.45M 0.71%
34,281
-541
41
$1.44M 0.7%
15,661
-956
42
$1.41M 0.69%
8,345
+224
43
$1.39M 0.68%
6,724
-949
44
$1.35M 0.66%
5,424
+143
45
$1.31M 0.64%
9,648
-559
46
$1.25M 0.61%
6,560
47
$1.24M 0.61%
107,708
-5,810
48
$1.24M 0.61%
12,497
+339
49
$1.24M 0.6%
24,793
+5,900
50
$1.23M 0.6%
2,875
+79
1
2
3 4 5