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
$133M
AUM Growth
+$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$966K
3
+$612K
4
ARW icon
Arrow Electronics
ARW
+$582K
5
COHR icon
Coherent
COHR
+$467K

Top Sells

1
+$2.21M
2
+$433K
3
+$344K
4
TDY icon
Teledyne Technologies
TDY
+$231K
5
HWC icon
Hancock Whitney
HWC
+$208K

Sector Composition

1 Technology 33.46%
2 Industrials 17.47%
3 Financials 12.15%
4 Consumer Discretionary 9.84%
5 Healthcare 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$642K 0.48%
14,249
+768
77
$625K 0.47%
9,041
+128
78
$621K 0.47%
7,948
-8
79
$620K 0.46%
4,084
-3
80
$616K 0.46%
43,547
-148
81
$585K 0.44%
8,271
-31
82
$584K 0.44%
17,168
-58
83
$583K 0.44%
87,690
+47,959
84
$578K 0.43%
11,405
+4,300
85
$574K 0.43%
4,128
+1
86
$571K 0.43%
34,954
-28
87
$556K 0.42%
3,271
+1,637
88
$547K 0.41%
14,980
-70
89
$541K 0.41%
15,875
90
$536K 0.4%
4,369
+9
91
$526K 0.39%
4,337
-17
92
$521K 0.39%
68,360
-149
93
$513K 0.38%
27,124
+1,058
94
$510K 0.38%
57,590
-213
95
$493K 0.37%
2,222
+11
96
$491K 0.37%
32,669
-121
97
$489K 0.37%
17,333
-70
98
$488K 0.37%
65,033
-16,183
99
$488K 0.37%
35,815
-7,458
100
$475K 0.36%
3,710
-3
2 3
4
5 6