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
$145M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$539K
2
+$493K
3
+$489K
4
ALGN icon
Align Technology
ALGN
+$268K
5
KBR icon
KBR
KBR
+$245K

Top Sells

1
+$488K
2
+$406K
3
+$352K
4
PEGA icon
Pegasystems
PEGA
+$318K
5
AAPL icon
Apple
AAPL
+$260K

Sector Composition

1 Technology 33.07%
2 Industrials 16.39%
3 Financials 12.06%
4 Healthcare 10.13%
5 Consumer Discretionary 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$873K 0.6%
97,725
-5,871
52
$857K 0.59%
6,198
-20
53
$856K 0.59%
51,034
-3,246
54
$853K 0.59%
18,094
-214
55
$851K 0.59%
3,875
+78
56
$808K 0.56%
10,349
-760
57
$783K 0.54%
24,030
-1,588
58
$780K 0.54%
16,260
+2,011
59
$778K 0.54%
34,770
-1,710
60
$776K 0.54%
14,003
-1,030
61
$773K 0.53%
11,079
-288
62
$765K 0.53%
20,673
-1,524
63
$764K 0.53%
37,566
-2,552
64
$760K 0.52%
665
+15
65
$750K 0.52%
3,263
-241
66
$746K 0.52%
28,835
-2,675
67
$737K 0.51%
4,324
+98
68
$733K 0.51%
17,964
-1,309
69
$720K 0.5%
9,015
-26
70
$720K 0.5%
22,918
-1,375
71
$713K 0.49%
21,686
-1,331
72
$688K 0.48%
8,108
+160
73
$686K 0.47%
5,316
+947
74
$681K 0.47%
39,637
-3,910
75
$677K 0.47%
52,665
-8,246
1 2
3
4 5