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
$128M
AUM Growth
+$4.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$626K
2
+$271K
3
+$240K
4
DOV icon
Dover
DOV
+$205K
5
KBR icon
KBR
KBR
+$200K

Top Sells

1
+$710K
2
+$512K
3
+$322K
4
GME icon
GameStop
GME
+$310K
5
DHR icon
Danaher
DHR
+$220K

Sector Composition

1 Technology 32.39%
2 Industrials 17.58%
3 Financials 12.99%
4 Consumer Discretionary 9.36%
5 Healthcare 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$626K 0.49%
+4,087
77
$625K 0.49%
22,284
-13
78
$624K 0.49%
8,913
+1,500
79
$621K 0.49%
9,319
80
$617K 0.48%
7,956
+528
81
$614K 0.48%
43,273
-21
82
$610K 0.48%
43,695
-14
83
$588K 0.46%
90,157
+36,806
84
$570K 0.45%
34,982
+2,338
85
$562K 0.44%
15,050
86
$560K 0.44%
17,226
-6
87
$553K 0.43%
4,127
88
$542K 0.42%
26,066
89
$519K 0.41%
24,952
-13
90
$508K 0.4%
8,302
-5
91
$508K 0.4%
68,509
-21
92
$501K 0.39%
2,211
-793
93
$485K 0.38%
13,481
94
$479K 0.37%
17,403
-8
95
$479K 0.37%
3,654
96
$470K 0.37%
3,713
-1,739
97
$470K 0.37%
4,354
-2
98
$469K 0.37%
22,595
-12
99
$458K 0.36%
6,586
-2,354
100
$438K 0.34%
2,216
+142
2 3
4
5 6