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
$190M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$626K
3
+$624K
4
AMRC icon
Ameresco
AMRC
+$455K
5
SMCI icon
Super Micro Computer
SMCI
+$443K

Top Sells

1
+$738K
2
+$563K
3
+$327K
4
TTMI icon
TTM Technologies
TTMI
+$220K
5
ARW icon
Arrow Electronics
ARW
+$218K

Sector Composition

1 Technology 25.62%
2 Healthcare 13.09%
3 Industrials 12.97%
4 Consumer Discretionary 11.52%
5 Financials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.07M 0.56%
6,560
-364
52
$1.02M 0.54%
409,782
+29,439
53
$994K 0.52%
19,322
+338
54
$988K 0.52%
11,327
-250
55
$975K 0.51%
31,848
-233
56
$969K 0.51%
29,930
+696
57
$958K 0.5%
4,325
+31
58
$954K 0.5%
18,893
-6,474
59
$928K 0.49%
26,898
-500
60
$900K 0.47%
25,418
-58
61
$891K 0.47%
3,422
+85
62
$884K 0.46%
29,879
-177
63
$881K 0.46%
30,615
-700
64
$881K 0.46%
9,318
+190
65
$872K 0.46%
51,545
-33,288
66
$857K 0.45%
95,349
-641
67
$851K 0.45%
3,678
-377
68
$844K 0.44%
7,493
-25
69
$831K 0.44%
57,937
+12,335
70
$787K 0.41%
89,993
-212
71
$780K 0.41%
83,792
+40,527
72
$729K 0.38%
2,639
+64
73
$726K 0.38%
6,553
-105
74
$724K 0.38%
24,620
-273
75
$723K 0.38%
132,158
-6,195
1 2
3
4 5