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
$145M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$539K
2
+$493K
3
+$489K
4
ALGN icon
Align Technology
ALGN
+$268K
5
KBR icon
KBR
KBR
+$245K

Top Sells

1
+$488K
2
+$406K
3
+$352K
4
PEGA icon
Pegasystems
PEGA
+$318K
5
AAPL icon
Apple
AAPL
+$260K

Sector Composition

1 Technology 33.07%
2 Industrials 16.39%
3 Financials 12.06%
4 Healthcare 10.13%
5 Consumer Discretionary 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$673K 0.46%
9,296
-341
77
$667K 0.46%
36,120
+1,166
78
$660K 0.46%
4,044
-293
79
$657K 0.45%
10,239
-1,166
80
$653K 0.45%
13,621
-1,885
81
$651K 0.45%
4,128
82
$641K 0.44%
4,176
+92
83
$620K 0.43%
53,336
-4,254
84
$618K 0.43%
14,980
85
$609K 0.42%
218
-11
86
$605K 0.42%
23,913
-793
87
$600K 0.41%
7,705
-566
88
$594K 0.41%
16,174
-994
89
$588K 0.41%
15,813
-62
90
$575K 0.4%
54,216
-2,226
91
$563K 0.39%
62,394
-2,639
92
$549K 0.38%
3,338
+67
93
$539K 0.37%
+3,907
94
$532K 0.37%
2,266
+44
95
$527K 0.36%
25,640
-1,484
96
$522K 0.36%
16,144
-1,189
97
$515K 0.36%
3,788
+78
98
$496K 0.34%
83,347
-4,343
99
$493K 0.34%
+29,192
100
$489K 0.34%
+2,953
2 3
4
5 6