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
$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 22.9%
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
$1.17M 0.43%
105,484
-49,784
77
$1.14M 0.42%
+78,410
78
$1.14M 0.42%
416,500
+195,000
79
$1.13M 0.41%
65,752
-34,177
80
$1.13M 0.41%
108,524
-160
81
$1.12M 0.41%
186
+8
82
$1.09M 0.4%
7,433
-3,994
83
$1.06M 0.39%
52,365
84
$1.05M 0.39%
80,130
-42,127
85
$1.04M 0.38%
14,055
86
$966K 0.35%
105,229
+21,760
87
$937K 0.34%
217,861
-115,402
88
$936K 0.34%
12,591
89
$931K 0.34%
12,189
-6,417
90
$907K 0.33%
225,065
+20,000
91
$898K 0.33%
+64,625
92
$893K 0.33%
101,418
+3,525
93
$881K 0.32%
63,425
+35,963
94
$845K 0.31%
595,124
-208,093
95
$841K 0.31%
53,335
96
$829K 0.3%
6,856
-7
97
$808K 0.3%
17,311
+7,450
98
$806K 0.3%
29,794
-15,591
99
$768K 0.28%
215,607
-3,610
100
$756K 0.28%
12,588
2 3
4
5 6