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
$141M
AUM Growth
+$4.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$840K
2
+$401K
3
+$306K
4
C icon
Citigroup
C
+$290K
5
BH icon
Biglari Holdings Class B
BH
+$256K

Top Sells

1
+$1.32M
2
+$524K
3
+$249K
4
MRCY icon
Mercury Systems
MRCY
+$239K
5
MIDD icon
Middleby
MIDD
+$227K

Sector Composition

1 Technology 29.11%
2 Industrials 16.17%
3 Financials 13.27%
4 Consumer Discretionary 10.7%
5 Materials 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$687K 0.49%
44,060
-158
77
$684K 0.49%
8,654
-41
78
$683K 0.48%
20,449
-99
79
$681K 0.48%
38,285
80
$669K 0.47%
16,477
-336
81
$668K 0.47%
34,259
-142
82
$662K 0.47%
11,197
-20
83
$659K 0.47%
62,730
-1,289
84
$657K 0.47%
21,796
-368
85
$644K 0.46%
5,310
+40
86
$642K 0.46%
35,211
-166
87
$632K 0.45%
7,418
+61
88
$625K 0.44%
20,380
-482
89
$622K 0.44%
14,453
-299
90
$606K 0.43%
10,436
+166
91
$588K 0.42%
25,901
-300
92
$581K 0.41%
2,920
+23
93
$577K 0.41%
15,706
-80
94
$571K 0.4%
35,883
-161
95
$569K 0.4%
31,608
-197
96
$564K 0.4%
16,387
97
$555K 0.39%
31,517
-96
98
$553K 0.39%
72,245
-68,469
99
$550K 0.39%
134,797
-2,812
100
$545K 0.39%
33,343
-155
2 3
4
5 6