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
-$2.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$917K
2
+$651K
3
+$647K
4
KOP icon
Koppers
KOP
+$288K
5
DLTH icon
Duluth Holdings
DLTH
+$243K

Top Sells

1
+$641K
2
+$604K
3
+$498K
4
EXTR icon
Extreme Networks
EXTR
+$489K
5
KDP icon
Keurig Dr Pepper
KDP
+$443K

Sector Composition

1 Technology 28.82%
2 Industrials 16.56%
3 Financials 13.77%
4 Consumer Discretionary 10.43%
5 Materials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$905K 0.66%
127,496
-124
52
$874K 0.64%
6,203
53
$872K 0.64%
11,684
54
$847K 0.62%
140,714
-6,853
55
$838K 0.61%
16,099
-25
56
$831K 0.61%
26,957
-474
57
$821K 0.6%
38,260
-751
58
$815K 0.6%
25,623
-639
59
$793K 0.58%
48,229
-572
60
$786K 0.57%
69,432
-452
61
$784K 0.57%
10,085
-114
62
$758K 0.55%
105,324
-1,815
63
$753K 0.55%
20,239
-226
64
$751K 0.55%
18,550
+600
65
$738K 0.54%
22,164
-545
66
$737K 0.54%
45,495
-1,112
67
$734K 0.54%
45,170
-126
68
$733K 0.54%
6,668
69
$724K 0.53%
22,322
-386
70
$721K 0.53%
35,377
-387
71
$712K 0.52%
32,279
+4,170
72
$699K 0.51%
38,285
73
$693K 0.51%
34,401
+330
74
$683K 0.5%
11,217
-325
75
$680K 0.5%
59,451
-1,446
1 2
3
4 5