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
$137M
AUM Growth
+$6.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$764K
2
+$607K
3
+$583K
4
DATA
Tableau Software, Inc.
DATA
+$514K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$461K

Top Sells

1
+$735K
2
+$723K
3
+$697K
4
PEGA icon
Pegasystems
PEGA
+$476K
5
CVS icon
CVS Health
CVS
+$441K

Sector Composition

1 Technology 27.95%
2 Industrials 17.35%
3 Financials 11.05%
4 Consumer Discretionary 9.49%
5 Materials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$734K 0.54%
58,737
-23,613
77
$726K 0.53%
10,199
-904
78
$726K 0.53%
48,053
-3,194
79
$720K 0.53%
14,011
-1,984
80
$719K 0.52%
17,049
+12,190
81
$716K 0.52%
19,440
-1,230
82
$715K 0.52%
43,188
-4,778
83
$676K 0.49%
50,102
-24,024
84
$665K 0.49%
20,835
85
$664K 0.48%
8,266
-493
86
$647K 0.47%
18,516
-1,616
87
$643K 0.47%
15,250
88
$642K 0.47%
23,914
-2,121
89
$629K 0.46%
46,924
-6,866
90
$614K 0.45%
21,167
-1,850
91
$608K 0.44%
11,050
92
$607K 0.44%
+28,038
93
$607K 0.44%
30,375
-2,056
94
$584K 0.43%
43,441
-51
95
$580K 0.42%
77,309
-5,171
96
$578K 0.42%
5,021
-45
97
$576K 0.42%
15,883
-450
98
$570K 0.42%
56,109
-4,475
99
$561K 0.41%
43,019
-3,667
100
$551K 0.4%
17,864
-100
2 3
4
5 6