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
$140M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$926K
2
+$365K
3
+$344K
4
EMR icon
Emerson Electric
EMR
+$247K
5
DE icon
Deere & Co
DE
+$244K

Top Sells

1
+$974K
2
+$390K
3
+$343K
4
WDC icon
Western Digital
WDC
+$306K
5
INTC icon
Intel
INTC
+$215K

Sector Composition

1 Technology 31.64%
2 Industrials 12.72%
3 Healthcare 11.11%
4 Consumer Discretionary 10.04%
5 Consumer Staples 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$913K 0.65%
2,943
+59
52
$903K 0.65%
5,101
+870
53
$901K 0.64%
9,288
+192
54
$894K 0.64%
12,684
-5,537
55
$880K 0.63%
3,821
-8
56
$869K 0.62%
4,129
57
$865K 0.62%
9,994
-7
58
$865K 0.62%
9,133
59
$856K 0.61%
35,884
+1,216
60
$842K 0.6%
8,403
-16
61
$826K 0.59%
5,549
-100
62
$824K 0.59%
4,317
+88
63
$811K 0.58%
109,339
-110
64
$809K 0.58%
12,968
+271
65
$796K 0.57%
40,826
-61
66
$790K 0.56%
21,916
-21
67
$789K 0.56%
5,658
+738
68
$780K 0.56%
2,619
+65
69
$768K 0.55%
20,669
-42
70
$767K 0.55%
29,090
-33
71
$759K 0.54%
17,563
-771
72
$756K 0.54%
7,848
73
$731K 0.52%
65,645
-63
74
$728K 0.52%
291,062
+5,969
75
$725K 0.52%
3,624
+85
1 2
3
4 5