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
$272M
AUM Growth
-$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.14M
3
+$898K
4
SMCI icon
Super Micro Computer
SMCI
+$531K
5
KMG
KMG Chemicals Inc
KMG
+$528K

Top Sells

1
+$7.03M
2
+$4.82M
3
+$3.04M
4
PEGA icon
Pegasystems
PEGA
+$2.91M
5
DY icon
Dycom Industries
DY
+$2.83M

Sector Composition

1 Technology 22.36%
2 Industrials 18.58%
3 Financials 12.82%
4 Consumer Discretionary 12.62%
5 Healthcare 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.35M 0.86%
482,623
-224,749
52
$2.32M 0.85%
84,252
-41,189
53
$2.28M 0.84%
341,116
-94,086
54
$2.25M 0.83%
358,971
-188,505
55
$2.19M 0.81%
215,197
-109,460
56
$2.01M 0.74%
23,600
57
$1.98M 0.73%
130,165
-63,144
58
$1.84M 0.67%
60,106
-31,665
59
$1.75M 0.64%
106,379
-55,962
60
$1.56M 0.57%
187,299
-89,414
61
$1.54M 0.57%
27,905
62
$1.54M 0.57%
217,612
-114,153
63
$1.46M 0.54%
227,691
-109,699
64
$1.45M 0.53%
105,434
-55,521
65
$1.41M 0.52%
51,520
-27,039
66
$1.41M 0.52%
136,400
67
$1.4M 0.51%
257,595
+56,122
68
$1.39M 0.51%
272,145
-126,427
69
$1.39M 0.51%
72,165
-37,047
70
$1.27M 0.46%
35,105
71
$1.25M 0.46%
89,837
+2,119
72
$1.22M 0.45%
6,588
-120
73
$1.19M 0.44%
8,604
+234
74
$1.19M 0.44%
24,380
75
$1.17M 0.43%
105,484
-49,784
1 2
3
4 5