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
$137M
AUM Growth
+$6.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$764K
2
+$607K
3
+$583K
4
DATA
Tableau Software, Inc.
DATA
+$514K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$461K

Top Sells

1
+$735K
2
+$723K
3
+$697K
4
PEGA icon
Pegasystems
PEGA
+$476K
5
CVS icon
CVS Health
CVS
+$441K

Sector Composition

1 Technology 27.95%
2 Industrials 17.35%
3 Financials 11.05%
4 Consumer Discretionary 9.49%
5 Materials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$942K 0.69%
133,615
-14,025
52
$935K 0.68%
50,074
+11,358
53
$908K 0.66%
29,234
-1,923
54
$895K 0.65%
31,967
-4,722
55
$895K 0.65%
47,745
+253
56
$885K 0.65%
29,242
-1,689
57
$880K 0.64%
6,268
-70
58
$863K 0.63%
66,830
-3,648
59
$857K 0.63%
63,422
-15
60
$848K 0.62%
17,950
61
$845K 0.62%
53,000
-24,712
62
$817K 0.6%
44,992
-2,809
63
$813K 0.59%
42,045
64
$813K 0.59%
20,588
-1,941
65
$807K 0.59%
23,605
-2,042
66
$801K 0.58%
8,980
-10
67
$785K 0.57%
35,262
-2,110
68
$775K 0.57%
40,765
+559
69
$770K 0.56%
11,805
-1,007
70
$764K 0.56%
+25,672
71
$757K 0.55%
69,101
-4,705
72
$754K 0.55%
119,380
73
$754K 0.55%
60,109
-3,159
74
$744K 0.54%
80,442
-12,851
75
$738K 0.54%
111,719
-109,489
1 2
3
4 5