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
$201M
AUM Growth
-$4.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$656K
2
+$632K
3
+$439K
4
TGT icon
Target
TGT
+$404K
5
EVH icon
Evolent Health
EVH
+$314K

Top Sells

1
+$2.58M
2
+$549K
3
+$534K
4
TTMI icon
TTM Technologies
TTMI
+$436K
5
RNAC icon
Cartesian Therapeutics
RNAC
+$236K

Sector Composition

1 Technology 21.81%
2 Industrials 14.01%
3 Consumer Discretionary 11.03%
4 Financials 9.19%
5 Healthcare 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.62%
90,420
52
$1.25M 0.62%
36,720
-1,650
53
$1.23M 0.61%
68,142
+346
54
$1.23M 0.61%
12,937
+113
55
$1.21M 0.6%
305,904
+1,692
56
$1.21M 0.6%
402,444
+25,162
57
$1.19M 0.59%
11,905
58
$1.18M 0.59%
48,652
+246
59
$1.16M 0.58%
12,503
+99
60
$1.15M 0.57%
24,280
61
$1.13M 0.56%
147,300
+2,354
62
$1.13M 0.56%
6,249
+64
63
$1.11M 0.55%
3,525
+28
64
$1.11M 0.55%
30,776
+254
65
$1.06M 0.53%
5,585
+43
66
$1.04M 0.52%
30,170
+354
67
$1.03M 0.51%
38,890
68
$1.02M 0.51%
132,879
+1,549
69
$1,000K 0.5%
9,550
+75
70
$948K 0.47%
3,954
71
$947K 0.47%
22,398
72
$930K 0.46%
25,636
+214
73
$883K 0.44%
35,689
-17,621
74
$882K 0.44%
1,770
+15
75
$880K 0.44%
11,540
+380
1 2
3
4 5