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
$202M
AUM Growth
+$9.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$747K
2
+$607K
3
+$589K
4
ENOV icon
Enovis
ENOV
+$543K
5
EVBG
Everbridge, Inc. Common Stock
EVBG
+$516K

Top Sells

1
+$826K
2
+$770K
3
+$560K
4
XOM icon
Exxon Mobil
XOM
+$355K
5
GT icon
Goodyear
GT
+$301K

Sector Composition

1 Technology 31.87%
2 Industrials 12.41%
3 Consumer Discretionary 11.63%
4 Healthcare 11.63%
5 Financials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.62%
35,869
+524
52
$1.24M 0.61%
7,848
53
$1.24M 0.61%
14,274
+102
54
$1.21M 0.6%
9,039
-416
55
$1.18M 0.59%
18,008
-737
56
$1.17M 0.58%
70,059
+44,740
57
$1.15M 0.57%
24,670
-830
58
$1.15M 0.57%
17,037
+7,668
59
$1.14M 0.57%
8,273
+55
60
$1.13M 0.56%
35,202
+246
61
$1.07M 0.53%
19,017
+263
62
$1.06M 0.52%
12,546
+332
63
$1.04M 0.52%
150,130
+45,992
64
$1.04M 0.52%
6,093
+25
65
$1.03M 0.51%
23,618
-500
66
$1.02M 0.51%
14,976
+249
67
$1.02M 0.5%
20,561
+2
68
$988K 0.49%
9,637
+2,981
69
$988K 0.49%
10,227
+72
70
$975K 0.48%
9,635
+110
71
$972K 0.48%
7,083
+3,412
72
$961K 0.48%
12,412
+312
73
$960K 0.47%
32,236
-5,719
74
$917K 0.45%
8,933
75
$903K 0.45%
18,391
+303
1 2
3
4 5