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
$150M
AUM Growth
-$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$599K
2
+$353K
3
+$297K
4
AEM icon
Agnico Eagle Mines
AEM
+$279K
5
MQ icon
Marqeta
MQ
+$239K

Top Sells

1
+$506K
2
+$429K
3
+$423K
4
CAR icon
Avis
CAR
+$347K
5
SNAP icon
Snap
SNAP
+$320K

Sector Composition

1 Technology 28.82%
2 Industrials 14.86%
3 Healthcare 11.61%
4 Consumer Discretionary 10.95%
5 Financials 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.03M 0.69%
8,366
+9
52
$1.02M 0.68%
4,550
+35
53
$1.02M 0.68%
7,772
+47
54
$1.02M 0.68%
49,941
+32
55
$993K 0.66%
8,543
-90
56
$959K 0.64%
18,008
57
$944K 0.63%
13,357
+107
58
$927K 0.62%
35,811
+15
59
$884K 0.59%
7,848
60
$832K 0.56%
8,983
+72
61
$827K 0.55%
91,140
-17,550
62
$821K 0.55%
32,878
+204
63
$800K 0.53%
13,083
+185
64
$800K 0.53%
177,706
+145
65
$797K 0.53%
9,579
+88
66
$787K 0.53%
8,349
67
$777K 0.52%
23,118
-500
68
$772K 0.52%
16,907
+14
69
$771K 0.52%
32,853
+28
70
$768K 0.51%
24,670
71
$764K 0.51%
14,992
+12
72
$740K 0.49%
31,048
+1
73
$737K 0.49%
3,741
+29
74
$725K 0.48%
18,400
+2
75
$705K 0.47%
39,987
+21
1 2
3
4 5