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
$187M
AUM Growth
-$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$724K
3
+$569K
4
IRBT icon
iRobot
IRBT
+$461K
5
ANIK icon
Anika Therapeutics
ANIK
+$381K

Top Sells

1
+$1.94M
2
+$1.64M
3
+$1.31M
4
GFF icon
Griffon
GFF
+$1.21M
5
JPM icon
JPMorgan Chase
JPM
+$1.17M

Sector Composition

1 Technology 22.74%
2 Industrials 12.84%
3 Consumer Discretionary 10.51%
4 Healthcare 10.06%
5 Financials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.14M 1.14%
436,893
-141,550
27
$2.1M 1.12%
3,600
28
$1.81M 0.97%
4,056
-2,152
29
$1.72M 0.92%
15,364
+65
30
$1.71M 0.91%
74,300
-22,000
31
$1.63M 0.87%
44,298
-232
32
$1.6M 0.85%
11,304
+50
33
$1.6M 0.85%
63,004
-47
34
$1.46M 0.78%
34,402
+121
35
$1.45M 0.78%
107,977
+269
36
$1.44M 0.77%
15,700
+39
37
$1.43M 0.77%
8,276
-69
38
$1.4M 0.75%
6,724
39
$1.38M 0.74%
5,363
40
$1.37M 0.73%
29,500
-19,000
41
$1.37M 0.73%
7,448
+3
42
$1.29M 0.69%
5,385
-39
43
$1.26M 0.67%
29,190
44
$1.21M 0.65%
9,677
+29
45
$1.21M 0.65%
145,520
+1,442
46
$1.19M 0.64%
30,174
+85
47
$1.19M 0.64%
12,388
-109
48
$1.19M 0.64%
67,298
+273
49
$1.13M 0.61%
6,560
50
$1.11M 0.59%
2,851
-24
1
2
3 4 5