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
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.2M
3
+$894K
4
GM icon
General Motors
GM
+$762K
5
EVH icon
Evolent Health
EVH
+$683K

Top Sells

1
+$1.71M
2
+$999K
3
+$215K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$210K
5
FITB icon
Fifth Third Bancorp
FITB
+$193K

Sector Composition

1 Technology 23.04%
2 Industrials 13.29%
3 Consumer Discretionary 10.73%
4 Healthcare 9.06%
5 Financials 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 0.99%
67,796
+498
27
$1.83M 0.89%
86,800
+12,500
28
$1.83M 0.89%
17,887
-408
29
$1.75M 0.85%
4,061
+5
30
$1.74M 0.85%
15,528
-172
31
$1.73M 0.84%
3,490
-110
32
$1.7M 0.83%
34,760
+358
33
$1.7M 0.83%
10,957
-347
34
$1.63M 0.79%
6,406
-318
35
$1.62M 0.79%
8,286
+10
36
$1.61M 0.78%
106,959
-1,018
37
$1.6M 0.78%
62,819
-185
38
$1.59M 0.77%
29,795
+16,801
39
$1.57M 0.76%
7,561
+113
40
$1.55M 0.75%
41,660
-2,638
41
$1.53M 0.75%
472,058
+35,165
42
$1.52M 0.74%
29,924
-250
43
$1.51M 0.73%
40,694
-28
44
$1.49M 0.73%
5,394
+9
45
$1.44M 0.7%
6,525
-35
46
$1.42M 0.69%
9,618
-59
47
$1.4M 0.68%
5,119
-244
48
$1.38M 0.67%
11,751
49
$1.37M 0.67%
34,190
+5,000
50
$1.36M 0.66%
32,339
+374
1
2
3 4 5