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
$142M
AUM Growth
+$4.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$934K
2
+$801K
3
+$411K
4
AZZ icon
AZZ Inc
AZZ
+$363K
5
UFPI icon
UFP Industries
UFPI
+$336K

Top Sells

1
+$1.13M
2
+$941K
3
+$908K
4
KATE
Kate Spade & Company
KATE
+$854K
5
FOE
Ferro Corporation
FOE
+$493K

Sector Composition

1 Technology 28.89%
2 Industrials 17.42%
3 Financials 12.83%
4 Consumer Discretionary 9.21%
5 Materials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$938K 0.66%
41,162
-184
52
$934K 0.66%
64,160
-2,558
53
$910K 0.64%
39,464
-2,581
54
$889K 0.62%
145,560
-5,802
55
$889K 0.62%
62,016
+10,116
56
$883K 0.62%
61,178
-598
57
$852K 0.6%
46,575
-435
58
$850K 0.6%
38,285
59
$840K 0.59%
26,217
-216
60
$837K 0.59%
20,547
+4
61
$832K 0.58%
13,536
+7
62
$818K 0.57%
9,075
63
$808K 0.57%
365,500
+9,000
64
$808K 0.57%
17,950
65
$801K 0.56%
+27,479
66
$799K 0.56%
28,146
-159
67
$789K 0.55%
44,565
+470
68
$774K 0.54%
9,015
+7
69
$769K 0.54%
6,636
70
$769K 0.54%
39,051
-299
71
$767K 0.54%
49,003
+32
72
$751K 0.53%
31,951
+1
73
$742K 0.52%
22,671
+10,251
74
$740K 0.52%
22,699
-197
75
$717K 0.5%
32,344
+6
1 2
3
4 5