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
$201M
AUM Growth
-$4.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$656K
2
+$632K
3
+$439K
4
TGT icon
Target
TGT
+$404K
5
EVH icon
Evolent Health
EVH
+$314K

Top Sells

1
+$2.58M
2
+$549K
3
+$534K
4
TTMI icon
TTM Technologies
TTMI
+$436K
5
RNAC icon
Cartesian Therapeutics
RNAC
+$236K

Sector Composition

1 Technology 21.81%
2 Industrials 14.01%
3 Consumer Discretionary 11.03%
4 Financials 9.19%
5 Healthcare 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.8M 0.9%
107,741
+782
27
$1.77M 0.88%
15,675
+155
28
$1.76M 0.88%
29,796
+1
29
$1.73M 0.86%
63,157
+338
30
$1.72M 0.86%
40,994
+300
31
$1.72M 0.86%
4,084
+23
32
$1.71M 0.85%
19,912
+176
33
$1.71M 0.85%
5,109
-10
34
$1.59M 0.79%
5,438
+44
35
$1.57M 0.78%
32,519
+180
36
$1.57M 0.78%
30,151
+227
37
$1.56M 0.78%
7,663
+102
38
$1.5M 0.75%
9,703
+85
39
$1.49M 0.74%
35,002
+242
40
$1.44M 0.72%
6,029
-377
41
$1.43M 0.71%
6,525
42
$1.43M 0.71%
15,628
+100
43
$1.41M 0.7%
41,957
+297
44
$1.4M 0.7%
100,000
+13,200
45
$1.36M 0.68%
8,354
+68
46
$1.33M 0.66%
2,876
+22
47
$1.33M 0.66%
34,190
48
$1.32M 0.66%
11,751
49
$1.3M 0.65%
524,340
+52,282
50
$1.3M 0.65%
11,327
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