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
$141M
AUM Growth
+$4.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$840K
2
+$401K
3
+$306K
4
C icon
Citigroup
C
+$290K
5
BH icon
Biglari Holdings Class B
BH
+$256K

Top Sells

1
+$1.32M
2
+$524K
3
+$249K
4
MRCY icon
Mercury Systems
MRCY
+$239K
5
MIDD icon
Middleby
MIDD
+$227K

Sector Composition

1 Technology 29.11%
2 Industrials 16.17%
3 Financials 13.27%
4 Consumer Discretionary 10.7%
5 Materials 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$910K 0.65%
47,947
-8,300
52
$908K 0.64%
21,283
-65
53
$866K 0.61%
18,550
54
$864K 0.61%
104,096
-1,228
55
$864K 0.61%
365,500
56
$834K 0.59%
8,826
-40
57
$832K 0.59%
69,272
-160
58
$830K 0.59%
25,204
-419
59
$825K 0.59%
6,188
-15
60
$809K 0.57%
22,087
-235
61
$800K 0.57%
16,099
62
$793K 0.56%
45,058
-112
63
$787K 0.56%
10,040
-45
64
$784K 0.56%
44,757
-738
65
$773K 0.55%
145,892
-4,348
66
$761K 0.54%
70,125
-366
67
$754K 0.53%
20,144
-95
68
$752K 0.53%
37,774
-486
69
$747K 0.53%
59,322
-1,232
70
$743K 0.53%
9,269
-21
71
$727K 0.52%
58,258
-1,193
72
$717K 0.51%
57,061
-1,256
73
$713K 0.51%
32,249
-96
74
$697K 0.49%
15,050
-200
75
$695K 0.49%
6,668
1 2
3
4 5