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
$130M
AUM Growth
-$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$925K
3
+$713K
4
QSR icon
Restaurant Brands International
QSR
+$355K
5
ENOV icon
Enovis
ENOV
+$307K

Top Sells

1
+$1.2M
2
+$1.03M
3
+$893K
4
DY icon
Dycom Industries
DY
+$880K
5
UTEK
Ultratech Inc.
UTEK
+$693K

Sector Composition

1 Technology 28.12%
2 Industrials 17.34%
3 Consumer Discretionary 10.24%
4 Financials 9.22%
5 Healthcare 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$952K 0.73%
70,478
-11,037
52
$947K 0.73%
6,673
-32
53
$926K 0.71%
47,801
-9,025
54
$922K 0.71%
30,931
-4,518
55
$886K 0.68%
63,437
+15
56
$857K 0.66%
73,806
-20,366
57
$831K 0.64%
12,812
-2,907
58
$823K 0.63%
119,380
-16,820
59
$795K 0.61%
63,268
-9,042
60
$788K 0.61%
36,689
-9,916
61
$778K 0.6%
56,247
-15,193
62
$775K 0.6%
27,350
63
$760K 0.58%
82,350
-10,880
64
$748K 0.57%
53,790
-8,495
65
$739K 0.57%
20,132
+5,920
66
$723K 0.56%
31,157
-8,580
67
$719K 0.55%
11,103
-2,484
68
$716K 0.55%
8,759
-10,764
69
$713K 0.55%
+47,492
70
$708K 0.54%
40,206
-7,192
71
$707K 0.54%
15,995
72
$697K 0.54%
27,427
-5,224
73
$697K 0.54%
37,372
-14,695
74
$687K 0.53%
25,647
-5,672
75
$684K 0.53%
8,990
+10
1 2
3
4 5