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
$563M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$11.3M
3
+$10.9M
4
PEGA icon
Pegasystems
PEGA
+$10.7M
5
PRGS icon
Progress Software
PRGS
+$10.3M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 16.77%
2 Technology 14.22%
3 Consumer Discretionary 13.69%
4 Financials 11.68%
5 Healthcare 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.6M 0.46%
+195,246
77
$2.57M 0.46%
+200,665
78
$2.56M 0.46%
+358,606
79
$2.49M 0.44%
+363,976
80
$2.42M 0.43%
+80,603
81
$2.22M 0.39%
+691,635
82
$1.99M 0.35%
+75,516
83
$1.65M 0.29%
+81,337
84
$1.58M 0.28%
+122,996
85
$1.49M 0.26%
+87,795
86
$1.45M 0.26%
+202
87
$1.45M 0.26%
+7,909
88
$1.37M 0.24%
+21,275
89
$1.23M 0.22%
+13,591
90
$1.17M 0.21%
+39,565
91
$1.16M 0.21%
+110,200
92
$1.15M 0.2%
+46,189
93
$1.03M 0.18%
+25,915
94
$1.03M 0.18%
+88,458
95
$981K 0.17%
+408,644
96
$963K 0.17%
+590,496
97
$951K 0.17%
+8,302
98
$943K 0.17%
+21,800
99
$932K 0.17%
+66,750
100
$863K 0.15%
+718,980
2 3
4
5 6