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
$171M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$650K
2
+$510K
3
+$457K
4
CARG icon
CarGurus
CARG
+$382K
5
ABTC
American Bitcoin Corp
ABTC
+$334K

Top Sells

1
+$1.02M
2
+$954K
3
+$414K
4
WDAY icon
Workday
WDAY
+$349K
5
ECL icon
Ecolab
ECL
+$309K

Sector Composition

1 Technology 31.16%
2 Industrials 12.45%
3 Consumer Discretionary 11.41%
4 Healthcare 10.49%
5 Financials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$793K 0.46%
32,492
-8,680
77
$785K 0.46%
5,950
78
$778K 0.46%
3,855
-943
79
$764K 0.45%
31,259
-501
80
$748K 0.44%
14,852
-430
81
$729K 0.43%
20,878
+314
82
$727K 0.43%
2,662
+43
83
$712K 0.42%
84,301
+54,150
84
$698K 0.41%
50,193
-1,381
85
$690K 0.4%
25,017
-1,899
86
$681K 0.4%
2,842
-1,458
87
$658K 0.39%
15,708
-727
88
$650K 0.38%
+2,776
89
$643K 0.38%
32,602
-621
90
$638K 0.37%
17,345
+2,225
91
$630K 0.37%
12,376
-354
92
$602K 0.35%
21,665
-8,695
93
$594K 0.35%
13,274
-1,639
94
$591K 0.35%
40,170
-9
95
$591K 0.35%
3,705
-116
96
$590K 0.35%
6,492
-179
97
$586K 0.34%
9,439
98
$582K 0.34%
16,503
-491
99
$581K 0.34%
9,429
-900
100
$566K 0.33%
11,358
2 3
4
5 6