IIM

Ironwood Investment Management Portfolio holdings

AUM $229M
1-Year Est. Return 26.6%
This Quarter Est. Return
1 Year Est. Return
+26.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$823K
2
+$735K
3
+$382K
4
PFE icon
Pfizer
PFE
+$317K
5
PGY icon
Pagaya Technologies
PGY
+$300K

Top Sells

1
+$1.15M
2
+$911K
3
+$878K
4
SMAR
Smartsheet Inc.
SMAR
+$652K
5
MNTX
Manitex International, Inc.
MNTX
+$530K

Sector Composition

1 Technology 20.81%
2 Industrials 13.43%
3 Consumer Discretionary 10.42%
4 Financials 10.22%
5 Healthcare 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.81M 0.98%
11,417
+513
27
$1.76M 0.96%
40,864
-130
28
$1.69M 0.92%
5,989
-40
29
$1.68M 0.92%
9,677
-26
30
$1.67M 0.91%
15,613
-62
31
$1.66M 0.9%
5,423
-15
32
$1.65M 0.9%
30,088
-63
33
$1.64M 0.89%
177,000
+89,100
34
$1.62M 0.88%
6,525
35
$1.6M 0.87%
12,036
+143
36
$1.56M 0.85%
7,629
-34
37
$1.53M 0.83%
4,075
-9
38
$1.52M 0.83%
32,523
+4
39
$1.44M 0.78%
8,738
+384
40
$1.43M 0.78%
2,870
-6
41
$1.42M 0.78%
107,431
-310
42
$1.38M 0.75%
19,861
-51
43
$1.38M 0.75%
44,020
+2,063
44
$1.37M 0.75%
5,109
45
$1.3M 0.71%
51,390
+12,500
46
$1.3M 0.71%
15,593
-35
47
$1.29M 0.7%
12,471
-32
48
$1.24M 0.67%
6,226
-23
49
$1.23M 0.67%
3,510
-15
50
$1.2M 0.66%
11,327
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