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
$171M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$650K
2
+$510K
3
+$457K
4
CARG icon
CarGurus
CARG
+$382K
5
ABTC
American Bitcoin Corp
ABTC
+$334K

Top Sells

1
+$1.02M
2
+$954K
3
+$414K
4
WDAY icon
Workday
WDAY
+$349K
5
ECL icon
Ecolab
ECL
+$309K

Sector Composition

1 Technology 31.16%
2 Industrials 12.45%
3 Consumer Discretionary 11.41%
4 Healthcare 10.49%
5 Financials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.14M 0.67%
15,066
-298
52
$1.13M 0.66%
17,545
-840
53
$1.1M 0.65%
54,116
-1,071
54
$1.07M 0.63%
73,469
-1,552
55
$1.01M 0.59%
5,721
+63
56
$997K 0.58%
7,848
57
$994K 0.58%
8,164
-239
58
$971K 0.57%
21,635
-281
59
$963K 0.56%
5,538
-11
60
$938K 0.55%
18,727
+1,164
61
$929K 0.54%
9,877
-117
62
$923K 0.54%
10,461
-39
63
$923K 0.54%
16,608
-489
64
$914K 0.54%
5,805
-1,086
65
$912K 0.53%
132,384
-3,001
66
$907K 0.53%
5,088
-13
67
$903K 0.53%
9,133
68
$901K 0.53%
9,424
+136
69
$889K 0.52%
13,162
+194
70
$883K 0.52%
4,486
+169
71
$877K 0.51%
12,639
-45
72
$848K 0.5%
12,243
-346
73
$829K 0.49%
64,034
-1,611
74
$810K 0.47%
9,469
+139
75
$805K 0.47%
3,682
+58
1 2
3
4 5