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
$187M
AUM Growth
-$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$724K
3
+$569K
4
IRBT icon
iRobot
IRBT
+$461K
5
ANIK icon
Anika Therapeutics
ANIK
+$381K

Top Sells

1
+$1.94M
2
+$1.64M
3
+$1.31M
4
GFF icon
Griffon
GFF
+$1.21M
5
JPM icon
JPMorgan Chase
JPM
+$1.17M

Sector Composition

1 Technology 22.74%
2 Industrials 12.84%
3 Consumer Discretionary 10.51%
4 Healthcare 10.06%
5 Financials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.1M 0.59%
11,751
-7,800
52
$1.1M 0.59%
40,722
-80
53
$1.06M 0.57%
31,965
-183
54
$1.06M 0.57%
48,595
-11,276
55
$1.01M 0.54%
5,538
-60
56
$1.01M 0.54%
24,280
57
$999K 0.53%
25,627
+116
58
$982K 0.52%
26,898
59
$981K 0.52%
9,463
-115
60
$973K 0.52%
34,770
-20,000
61
$962K 0.51%
377,282
-116,000
62
$958K 0.51%
30,480
-274
63
$939K 0.5%
25,198
+100
64
$936K 0.5%
12,918
+37
65
$936K 0.5%
3,746
-40
66
$916K 0.49%
3,489
-34
67
$907K 0.48%
11,327
68
$893K 0.48%
58,391
+273
69
$872K 0.47%
141,300
+32,975
70
$841K 0.45%
36,229
+165
71
$837K 0.45%
7,066
+71
72
$835K 0.45%
29,514
+123
73
$827K 0.44%
4,301
-2
74
$800K 0.43%
3,954
-5,800
75
$799K 0.43%
6,888
1 2
3
4 5