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
$193M
AUM Growth
-$5.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$535K
2
+$258K
3
+$239K
4
HWC icon
Hancock Whitney
HWC
+$207K
5
SDC
SmileDirectClub, Inc. Class A Common Stock
SDC
+$199K

Top Sells

1
+$1.23M
2
+$1.09M
3
+$786K
4
CADE
Cadence Bancorporation
CADE
+$438K
5
SWN
Southwestern Energy Company
SWN
+$175K

Sector Composition

1 Technology 31.36%
2 Consumer Discretionary 12.1%
3 Industrials 11.48%
4 Healthcare 11.24%
5 Financials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.2M 0.62%
16,805
-36
52
$1.19M 0.62%
25,319
-26
53
$1.17M 0.6%
14,172
+12
54
$1.11M 0.58%
16,407
+16
55
$1.1M 0.57%
18,728
+24
56
$1.09M 0.57%
18,745
+2,847
57
$1.09M 0.56%
35,345
-198
58
$1.08M 0.56%
12,214
+16
59
$1.08M 0.56%
22,490
+20
60
$1.08M 0.56%
84,068
-261
61
$1.07M 0.56%
5,393
-60
62
$1.07M 0.55%
8,218
+6
63
$1.06M 0.55%
25,500
-156
64
$1.03M 0.53%
20,559
+992
65
$1.02M 0.53%
24,118
-899
66
$980K 0.51%
6,068
+5
67
$966K 0.5%
37,955
+21,020
68
$963K 0.5%
19,093
+19
69
$951K 0.49%
6,800
+150
70
$945K 0.49%
11,059
-258
71
$940K 0.49%
18,754
-104
72
$930K 0.48%
104,138
-953
73
$926K 0.48%
9,525
-138
74
$902K 0.47%
34,956
+34
75
$884K 0.46%
3,970
+6
1 2
3
4 5