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
$272M
AUM Growth
-$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.14M
3
+$898K
4
SMCI icon
Super Micro Computer
SMCI
+$531K
5
KMG
KMG Chemicals Inc
KMG
+$528K

Top Sells

1
+$7.03M
2
+$4.82M
3
+$3.04M
4
PEGA icon
Pegasystems
PEGA
+$2.91M
5
DY icon
Dycom Industries
DY
+$2.83M

Sector Composition

1 Technology 22.36%
2 Industrials 18.58%
3 Financials 12.82%
4 Consumer Discretionary 12.62%
5 Healthcare 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.14M 0.42%
+78,410
77
$1.14M 0.42%
416,500
+195,000
78
$1.13M 0.41%
65,752
-34,177
79
$1.13M 0.41%
108,524
-160
80
$1.12M 0.41%
186
+8
81
$1.09M 0.4%
7,433
-3,994
82
$1.06M 0.39%
52,365
83
$1.05M 0.39%
80,130
-42,127
84
$1.04M 0.38%
14,055
85
$966K 0.35%
105,229
+21,760
86
$937K 0.34%
217,861
-115,402
87
$936K 0.34%
12,591
88
$931K 0.34%
12,189
-6,417
89
$907K 0.33%
225,065
+20,000
90
$898K 0.33%
+64,625
91
$893K 0.33%
101,418
+3,525
92
$881K 0.32%
63,425
+35,963
93
$845K 0.31%
595,124
-208,093
94
$841K 0.31%
53,335
95
$829K 0.3%
6,856
-7
96
$808K 0.3%
17,311
+7,450
97
$806K 0.3%
29,794
-15,591
98
$768K 0.28%
215,607
-3,610
99
$756K 0.28%
12,588
100
$752K 0.28%
12,350
+43
2 3
4
5 6