IIM

Ironwood Investment Management Portfolio holdings

AUM $229M
1-Year Est. Return 26.6%
This Quarter Est. Return
1 Year Est. Return
+26.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$823K
2
+$735K
3
+$382K
4
PFE icon
Pfizer
PFE
+$317K
5
PGY icon
Pagaya Technologies
PGY
+$300K

Top Sells

1
+$1.15M
2
+$911K
3
+$878K
4
SMAR
Smartsheet Inc.
SMAR
+$652K
5
MNTX
Manitex International, Inc.
MNTX
+$530K

Sector Composition

1 Technology 20.81%
2 Industrials 13.43%
3 Consumer Discretionary 10.42%
4 Financials 10.22%
5 Healthcare 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.2M 0.65%
11,905
52
$1.19M 0.65%
7,567
+260
53
$1.19M 0.65%
30,696
-80
54
$1.18M 0.64%
11,751
55
$1.13M 0.62%
48,654
+2
56
$1.05M 0.57%
9,526
-24
57
$1.02M 0.56%
34,190
58
$1M 0.55%
402,444
59
$986K 0.54%
11,979
+439
60
$969K 0.53%
36,720
61
$964K 0.53%
309,125
+3,221
62
$946K 0.52%
117,644
+23,334
63
$927K 0.51%
68,376
+234
64
$920K 0.5%
34,518
-484
65
$919K 0.5%
23,430
-55
66
$910K 0.5%
29,990
-180
67
$897K 0.49%
1,766
-4
68
$882K 0.48%
90,420
69
$878K 0.48%
22,398
70
$865K 0.47%
105,800
+5,800
71
$861K 0.47%
5,571
-14
72
$851K 0.46%
7,848
-19
73
$837K 0.46%
12,884
-53
74
$824K 0.45%
4,775
-6
75
$814K 0.44%
25,514
-122
1 2
3
4 5