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
$160M
AUM Growth
+$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$826K
2
+$570K
3
+$271K
4
TTMI icon
TTM Technologies
TTMI
+$249K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$208K

Top Sells

1
+$666K
2
+$589K
3
+$507K
4
SM icon
SM Energy
SM
+$243K
5
HWC icon
Hancock Whitney
HWC
+$216K

Sector Composition

1 Technology 30.07%
2 Industrials 13.77%
3 Consumer Discretionary 12.1%
4 Healthcare 10.57%
5 Financials 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.05M 0.66%
48,793
+1,394
52
$1.04M 0.65%
27,990
-1,275
53
$1.03M 0.64%
25,145
+4,100
54
$1.01M 0.63%
4,500
-68
55
$961K 0.6%
26,200
+2,500
56
$956K 0.6%
7,338
57
$928K 0.58%
11,157
+1,536
58
$908K 0.57%
6,924
+480
59
$895K 0.56%
10,119
+1,100
60
$891K 0.56%
33,033
-427
61
$876K 0.55%
32,494
-516
62
$869K 0.54%
7,650
63
$835K 0.52%
3,704
-54
64
$826K 0.52%
+8,209
65
$782K 0.49%
72,238
-122
66
$767K 0.48%
7,551
-475
67
$744K 0.47%
193,753
-5,080
68
$744K 0.47%
18,465
69
$743K 0.46%
12,208
+410
70
$728K 0.46%
34,004
+860
71
$697K 0.44%
12,627
-2,500
72
$687K 0.43%
27,126
+973
73
$686K 0.43%
16,506
-23
74
$670K 0.42%
2,047
75
$667K 0.42%
14,234
+2,250
1 2
3
4 5