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
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$722K
3
+$708K
4
NVO icon
Novo Nordisk
NVO
+$659K
5
KSS icon
Kohl's
KSS
+$426K

Top Sells

1
+$1.01M
2
+$640K
3
+$536K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$432K
5
AYI icon
Acuity Brands
AYI
+$335K

Sector Composition

1 Technology 32.15%
2 Industrials 13.06%
3 Healthcare 11.3%
4 Financials 8.46%
5 Consumer Discretionary 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$859K 0.67%
26,334
+3,924
52
$852K 0.66%
71,336
-300
53
$848K 0.66%
17,132
-97
54
$840K 0.65%
4,129
+1
55
$816K 0.64%
9,096
+554
56
$815K 0.63%
285,093
+94,137
57
$813K 0.63%
21,937
-108
58
$809K 0.63%
19,531
-117
59
$808K 0.63%
30,637
-144
60
$807K 0.63%
10,001
-57
61
$800K 0.62%
29,123
-157
62
$800K 0.62%
65,708
+8,741
63
$785K 0.61%
4,191
+688
64
$738K 0.57%
7,848
-250
65
$737K 0.57%
17,545
-340
66
$733K 0.57%
4,920
+361
67
$732K 0.57%
9,133
-43
68
$726K 0.57%
15,382
-86
69
$726K 0.57%
18,334
+483
70
$722K 0.56%
+12,697
71
$717K 0.56%
14,029
+5,014
72
$713K 0.56%
17,429
-117
73
$708K 0.55%
+4,231
74
$684K 0.53%
3,539
+1,528
75
$682K 0.53%
8,419
-51
1 2
3
4 5