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
$193M
AUM Growth
-$5.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$535K
2
+$258K
3
+$239K
4
HWC icon
Hancock Whitney
HWC
+$207K
5
SDC
SmileDirectClub, Inc. Class A Common Stock
SDC
+$199K

Top Sells

1
+$1.23M
2
+$1.09M
3
+$786K
4
CADE
Cadence Bancorporation
CADE
+$438K
5
SWN
Southwestern Energy Company
SWN
+$175K

Sector Composition

1 Technology 31.36%
2 Consumer Discretionary 12.1%
3 Industrials 11.48%
4 Healthcare 11.24%
5 Financials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$876K 0.45%
18,088
+13
77
$874K 0.45%
14,727
-69
78
$858K 0.44%
5,227
-92
79
$833K 0.43%
12,100
+12
80
$823K 0.43%
10,155
+9
81
$807K 0.42%
8,933
-200
82
$802K 0.42%
4,842
+692
83
$801K 0.42%
6,417
+16
84
$796K 0.41%
61,323
-185
85
$795K 0.41%
30,647
-148
86
$785K 0.41%
2,076
+244
87
$781K 0.4%
14,658
+3,500
88
$778K 0.4%
14,286
-489
89
$772K 0.4%
2,965
-1
90
$770K 0.4%
10,194
+10
91
$766K 0.4%
3,067
+5
92
$762K 0.39%
11,284
-295
93
$737K 0.38%
2,877
+1
94
$729K 0.38%
39,435
-197
95
$716K 0.37%
14,641
+13
96
$707K 0.37%
16,287
+18
97
$702K 0.36%
15,375
+17
98
$678K 0.35%
94,438
+82
99
$670K 0.35%
9,070
-100
100
$669K 0.35%
14,550
-430
2 3
4
5 6