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
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$722K
3
+$708K
4
NVO icon
Novo Nordisk
NVO
+$659K
5
KSS icon
Kohl's
KSS
+$426K

Top Sells

1
+$1.01M
2
+$640K
3
+$536K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$432K
5
AYI icon
Acuity Brands
AYI
+$335K

Sector Composition

1 Technology 32.15%
2 Industrials 13.06%
3 Healthcare 11.3%
4 Financials 8.46%
5 Consumer Discretionary 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$668K 0.52%
9,125
+3,807
77
$663K 0.52%
4,229
+247
78
$661K 0.51%
20,711
-2,357
79
$660K 0.51%
5,950
-150
80
$659K 0.51%
+20,128
81
$657K 0.51%
51,671
-281
82
$650K 0.51%
3,265
+776
83
$641K 0.5%
12,593
-77
84
$617K 0.48%
2,554
+169
85
$600K 0.47%
12,873
+651
86
$599K 0.47%
22,243
+11,106
87
$588K 0.46%
135,524
-778
88
$570K 0.44%
6,686
+3,923
89
$566K 0.44%
31,795
-171
90
$555K 0.43%
9,439
-800
91
$543K 0.42%
33,264
-121
92
$539K 0.42%
473
-3
93
$523K 0.41%
12,756
-80
94
$519K 0.4%
17,028
-99
95
$514K 0.4%
109,449
-638
96
$511K 0.4%
15,708
-325
97
$498K 0.39%
15,313
-94
98
$490K 0.38%
98,532
-611
99
$483K 0.38%
19,958
-112
100
$482K 0.38%
25,017
2 3
4
5 6