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
$128M
AUM Growth
+$4.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$626K
2
+$271K
3
+$240K
4
DOV icon
Dover
DOV
+$205K
5
KBR icon
KBR
KBR
+$200K

Top Sells

1
+$710K
2
+$512K
3
+$322K
4
GME icon
GameStop
GME
+$310K
5
DHR icon
Danaher
DHR
+$220K

Sector Composition

1 Technology 32.39%
2 Industrials 17.58%
3 Financials 12.99%
4 Consumer Discretionary 9.36%
5 Healthcare 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$877K 0.69%
16,753
52
$875K 0.68%
11,419
53
$849K 0.66%
17,745
54
$838K 0.65%
10,487
-50
55
$836K 0.65%
6,218
56
$820K 0.64%
36,655
-13
57
$810K 0.63%
21,292
-13
58
$791K 0.62%
14,455
59
$771K 0.6%
15,096
-8
60
$770K 0.6%
24,774
-2,300
61
$765K 0.6%
78,067
62
$741K 0.58%
253
+15
63
$731K 0.57%
19,345
-11
64
$725K 0.57%
23,092
-11
65
$721K 0.56%
47,727
-25
66
$708K 0.55%
24,369
-12
67
$708K 0.55%
650
+45
68
$699K 0.55%
4,230
+284
69
$683K 0.53%
3,337
70
$677K 0.53%
49,808
-19
71
$660K 0.52%
3,797
+1,026
72
$652K 0.51%
15,875
73
$648K 0.51%
38,285
74
$637K 0.5%
56,599
-10,753
75
$633K 0.49%
4,360
+291
1 2
3
4 5