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
-$2.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$917K
2
+$651K
3
+$647K
4
KOP icon
Koppers
KOP
+$288K
5
DLTH icon
Duluth Holdings
DLTH
+$243K

Top Sells

1
+$641K
2
+$604K
3
+$498K
4
EXTR icon
Extreme Networks
EXTR
+$489K
5
KDP icon
Keurig Dr Pepper
KDP
+$443K

Sector Composition

1 Technology 28.82%
2 Industrials 16.56%
3 Financials 13.77%
4 Consumer Discretionary 10.43%
5 Materials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$677K 0.49%
31,613
-232
77
$675K 0.49%
5,270
+43
78
$670K 0.49%
15,250
79
$654K 0.48%
9,290
-20
80
$651K 0.48%
+150,240
81
$649K 0.47%
137,609
+13,524
82
$647K 0.47%
+42,040
83
$638K 0.47%
16,813
-485
84
$633K 0.46%
14,752
85
$624K 0.46%
64,019
+14,497
86
$621K 0.45%
365,500
87
$617K 0.45%
20,548
-231
88
$614K 0.45%
7,357
+118
89
$589K 0.43%
8,695
-112
90
$575K 0.42%
2,880
+31
91
$574K 0.42%
26,201
92
$571K 0.42%
70,491
-696
93
$568K 0.41%
2,631
+28
94
$563K 0.41%
58,317
-1,447
95
$554K 0.4%
473
+7
96
$552K 0.4%
16,387
97
$550K 0.4%
33,498
-395
98
$550K 0.4%
20,862
-616
99
$546K 0.4%
10,270
+2,630
100
$542K 0.4%
2,897
+43
2 3
4
5 6