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
$164M
AUM Growth
-$9.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$977K
3
+$795K
4
FTV icon
Fortive
FTV
+$313K
5
DRRX
DURECT Corp
DRRX
+$304K

Top Sells

1
+$2.48M
2
+$308K
3
+$273K
4
KRNT icon
Kornit Digital
KRNT
+$261K
5
QTRX icon
Quanterix
QTRX
+$255K

Sector Composition

1 Technology 28.23%
2 Industrials 12.94%
3 Consumer Discretionary 11.56%
4 Healthcare 10.7%
5 Financials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.62%
30,600
+4,400
52
$971K 0.59%
6,924
53
$954K 0.58%
11,876
-601
54
$954K 0.58%
46,982
+2,625
55
$898K 0.55%
11,556
-406
56
$892K 0.54%
4,055
-202
57
$889K 0.54%
6,658
-310
58
$836K 0.51%
9,128
-446
59
$799K 0.49%
29,234
-1,472
60
$781K 0.48%
18,984
+3,750
61
$776K 0.47%
11,577
62
$768K 0.47%
3,337
-164
63
$759K 0.46%
10,037
-507
64
$746K 0.46%
95,990
-2,467
65
$726K 0.44%
27,702
-401
66
$724K 0.44%
32,081
-376
67
$718K 0.44%
7,518
-23
68
$697K 0.43%
25,476
-875
69
$696K 0.42%
30,441
-8,935
70
$694K 0.42%
27,398
+2,500
71
$671K 0.41%
24,893
-666
72
$668K 0.41%
4,294
-145
73
$662K 0.4%
2,047
74
$638K 0.39%
30,056
+237
75
$631K 0.39%
45,602
+272
1 2
3
4 5