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
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.2M
3
+$894K
4
GM icon
General Motors
GM
+$762K
5
EVH icon
Evolent Health
EVH
+$683K

Top Sells

1
+$1.71M
2
+$999K
3
+$215K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$210K
5
FITB icon
Fifth Third Bancorp
FITB
+$193K

Sector Composition

1 Technology 23.04%
2 Industrials 13.29%
3 Consumer Discretionary 10.73%
4 Healthcare 9.06%
5 Financials 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.64%
48,406
-189
52
$1.29M 0.63%
12,404
+16
53
$1.25M 0.61%
2,854
+3
54
$1.23M 0.6%
304,212
+20,306
55
$1.23M 0.6%
90,420
+28,800
56
$1.2M 0.58%
+11,905
57
$1.17M 0.57%
377,282
58
$1.15M 0.56%
25,422
+224
59
$1.14M 0.56%
12,824
-94
60
$1.13M 0.55%
38,890
+4,120
61
$1.11M 0.54%
11,327
62
$1.09M 0.53%
38,370
+12,600
63
$1.09M 0.53%
30,522
+42
64
$1.07M 0.52%
36,584
+355
65
$1.06M 0.52%
6,185
+1,884
66
$1.04M 0.51%
3,749
+3
67
$1M 0.49%
144,946
-574
68
$992K 0.48%
9,475
+12
69
$981K 0.48%
24,280
70
$973K 0.47%
53,310
-93,893
71
$962K 0.47%
3,497
+8
72
$960K 0.47%
22,398
-4,500
73
$950K 0.46%
29,816
+302
74
$919K 0.45%
5,542
+4
75
$918K 0.45%
11,160
+16
1 2
3
4 5