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
$140M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$926K
2
+$365K
3
+$344K
4
EMR icon
Emerson Electric
EMR
+$247K
5
DE icon
Deere & Co
DE
+$244K

Top Sells

1
+$974K
2
+$390K
3
+$343K
4
WDC icon
Western Digital
WDC
+$306K
5
INTC icon
Intel
INTC
+$215K

Sector Composition

1 Technology 31.64%
2 Industrials 12.72%
3 Healthcare 11.11%
4 Consumer Discretionary 10.04%
5 Consumer Staples 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$720K 0.51%
9,330
+205
77
$714K 0.51%
19,918
-40
78
$714K 0.51%
20,564
+436
79
$682K 0.49%
5,950
80
$654K 0.47%
18,385
+840
81
$624K 0.45%
22,205
-38
82
$623K 0.45%
15,364
-18
83
$622K 0.44%
12,589
-4
84
$596K 0.43%
15,282
-31
85
$588K 0.42%
11,358
-4,150
86
$587K 0.42%
14,913
+2,040
87
$576K 0.41%
12,730
-26
88
$574K 0.41%
26,916
+1,899
89
$569K 0.41%
9,439
90
$562K 0.4%
51,574
-97
91
$548K 0.39%
44,875
-67
92
$544K 0.39%
135,385
-139
93
$541K 0.39%
30,360
+3,126
94
$531K 0.38%
27,972
+2,411
95
$526K 0.38%
15,120
96
$511K 0.37%
16,435
+727
97
$511K 0.37%
31,760
-35
98
$506K 0.36%
27,895
-53
99
$496K 0.35%
10,040
+41
100
$496K 0.35%
6,671
-15
2 3
4
5 6