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
$205M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$770K
3
+$767K
4
GPI icon
Group 1 Automotive
GPI
+$701K
5
GFF icon
Griffon
GFF
+$697K

Top Sells

1
+$23.2M
2
+$5.18M
3
+$729K
4
COLB icon
Columbia Banking Systems
COLB
+$525K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$430K

Sector Composition

1 Technology 24.4%
2 Industrials 14.2%
3 Consumer Discretionary 12.41%
4 Healthcare 10.12%
5 Financials 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 0.6%
32,148
+134
52
$1.2M 0.59%
40,802
+2,713
53
$1.19M 0.58%
30,754
+824
54
$1.04M 0.51%
144,078
+92,000
55
$1M 0.49%
26,898
56
$999K 0.49%
30,089
-1,759
57
$999K 0.49%
9,578
+260
58
$987K 0.48%
493,282
+83,500
59
$983K 0.48%
3,523
+101
60
$973K 0.47%
11,327
61
$970K 0.47%
25,098
-320
62
$945K 0.46%
3,786
+108
63
$940K 0.46%
58,118
+181
64
$938K 0.46%
26,935
+163
65
$905K 0.44%
131,711
-447
66
$902K 0.44%
24,280
+9,640
67
$866K 0.42%
59,871
-1,476
68
$852K 0.42%
29,391
-488
69
$852K 0.42%
2,039
+550
70
$848K 0.41%
11,039
+757
71
$845K 0.41%
5,598
+2,306
72
$834K 0.41%
6,995
+442
73
$829K 0.4%
4,303
-22
74
$791K 0.39%
6,888
-605
75
$782K 0.38%
6,433
-132
1 2
3
4 5