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
$130M
AUM Growth
-$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$925K
3
+$713K
4
QSR icon
Restaurant Brands International
QSR
+$355K
5
ENOV icon
Enovis
ENOV
+$307K

Top Sells

1
+$1.2M
2
+$1.03M
3
+$893K
4
DY icon
Dycom Industries
DY
+$880K
5
UTEK
Ultratech Inc.
UTEK
+$693K

Sector Composition

1 Technology 28.12%
2 Industrials 17.34%
3 Consumer Discretionary 10.24%
4 Financials 9.22%
5 Healthcare 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$683K 0.52%
17,950
77
$682K 0.52%
42,045
-45
78
$663K 0.51%
38,716
+7,421
79
$651K 0.5%
38,285
-50
80
$640K 0.49%
93,293
-12,110
81
$617K 0.47%
16,333
82
$615K 0.47%
47,966
-10,482
83
$607K 0.47%
82,480
-11,678
84
$598K 0.46%
5,066
+579
85
$598K 0.46%
22,529
-5,064
86
$594K 0.46%
51,247
-9,959
87
$594K 0.46%
26,035
-5,761
88
$584K 0.45%
138,995
-19,375
89
$580K 0.45%
17,964
-100
90
$575K 0.44%
43,492
-52
91
$573K 0.44%
20,670
-5,960
92
$560K 0.43%
42,452
-9,502
93
$550K 0.42%
11,050
94
$548K 0.42%
49,090
95
$524K 0.4%
60,584
-13,500
96
$524K 0.4%
16,317
-184
97
$524K 0.4%
9,404
98
$522K 0.4%
32,431
-9,320
99
$519K 0.4%
12,775
-2,915
100
$519K 0.4%
38,533
-5,125
2 3
4
5 6