IIM

Ironwood Investment Management Portfolio holdings

AUM $238M
1-Year Est. Return 32.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$715K
2
+$660K
3
+$621K
4
ASML icon
ASML
ASML
+$554K
5
TRS icon
TriMas Corp
TRS
+$465K

Top Sells

1
+$2.85M
2
+$569K
3
+$523K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$514K
5
RPRX icon
Royalty Pharma
RPRX
+$405K

Sector Composition

1 Technology 23.42%
2 Industrials 13.99%
3 Consumer Discretionary 10.56%
4 Financials 9.55%
5 Healthcare 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.3M 0.63%
31,034
+338
52
$1.28M 0.62%
60,097
+423
53
$1.26M 0.61%
3,552
+42
54
$1.25M 0.61%
11,327
55
$1.25M 0.61%
12,609
+138
56
$1.25M 0.61%
51,390
57
$1.22M 0.59%
143,199
+3,926
58
$1.11M 0.54%
12,424
-460
59
$1.06M 0.52%
90,420
60
$1.05M 0.51%
36,720
61
$1.02M 0.5%
65,962
-2,414
62
$1.02M 0.5%
42,538
+8,020
63
$1.01M 0.49%
30,166
-1,216
64
$993K 0.48%
5,632
+61
65
$989K 0.48%
595,540
+61,000
66
$986K 0.48%
402,444
67
$981K 0.48%
115,865
-1,779
68
$943K 0.46%
7,930
+82
69
$941K 0.46%
1,784
+18
70
$925K 0.45%
9,623
+97
71
$924K 0.45%
28,886
-1,104
72
$921K 0.45%
22,398
73
$914K 0.44%
3,154
74
$897K 0.44%
105,800
75
$887K 0.43%
4,833
+58
1 2
3
4 5