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
$133M
AUM Growth
+$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$966K
3
+$612K
4
ARW icon
Arrow Electronics
ARW
+$582K
5
COHR icon
Coherent
COHR
+$467K

Top Sells

1
+$2.21M
2
+$433K
3
+$344K
4
TDY icon
Teledyne Technologies
TDY
+$231K
5
HWC icon
Hancock Whitney
HWC
+$208K

Sector Composition

1 Technology 33.46%
2 Industrials 17.47%
3 Financials 12.15%
4 Consumer Discretionary 9.84%
5 Healthcare 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$850K 0.64%
6,218
52
$846K 0.63%
21,216
-76
53
$841K 0.63%
40,118
+1,833
54
$835K 0.63%
6,450
+61
55
$834K 0.63%
54,280
+6,553
56
$808K 0.61%
2,510
-717
57
$803K 0.6%
11,367
-52
58
$802K 0.6%
25,618
-91
59
$798K 0.6%
24,706
-68
60
$792K 0.59%
22,197
-87
61
$768K 0.58%
650
62
$766K 0.57%
15,506
+1,051
63
$747K 0.56%
229
-24
64
$746K 0.56%
16,743
-10
65
$745K 0.56%
3,797
66
$744K 0.56%
9,637
-850
67
$726K 0.54%
3,504
+167
68
$719K 0.54%
24,293
-76
69
$708K 0.53%
15,033
-63
70
$700K 0.52%
19,273
-72
71
$690K 0.52%
9,310
-9
72
$686K 0.51%
11,109
-44
73
$682K 0.51%
4,226
-4
74
$674K 0.51%
23,017
-75
75
$642K 0.48%
56,442
-157
1 2
3
4 5