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
$202M
AUM Growth
+$9.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$747K
2
+$607K
3
+$589K
4
ENOV icon
Enovis
ENOV
+$543K
5
EVBG
Everbridge, Inc. Common Stock
EVBG
+$516K

Top Sells

1
+$826K
2
+$770K
3
+$560K
4
XOM icon
Exxon Mobil
XOM
+$355K
5
GT icon
Goodyear
GT
+$301K

Sector Composition

1 Technology 31.87%
2 Industrials 12.41%
3 Consumer Discretionary 11.63%
4 Healthcare 11.63%
5 Financials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$897K 0.44%
5,248
+21
77
$882K 0.44%
2,899
+22
78
$866K 0.43%
3,998
+28
79
$864K 0.43%
19,383
+290
80
$862K 0.43%
10,168
-891
81
$855K 0.42%
6,650
-150
82
$851K 0.42%
4,879
+37
83
$843K 0.42%
3,087
+20
84
$840K 0.42%
13,261
-1,025
85
$830K 0.41%
44,219
-199
86
$821K 0.41%
83,319
-749
87
$785K 0.39%
40,017
+582
88
$766K 0.38%
27,454
+723
89
$739K 0.37%
1,933
-143
90
$737K 0.36%
14,308
-350
91
$736K 0.36%
81,625
+1,456
92
$736K 0.36%
11,079
-205
93
$730K 0.36%
15,760
+385
94
$719K 0.36%
16,725
+438
95
$717K 0.35%
15,041
+400
96
$689K 0.34%
28,036
+545
97
$682K 0.34%
55,098
-6,225
98
$675K 0.33%
30,890
+243
99
$675K 0.33%
27,267
-569
100
$669K 0.33%
44,044
+766
2 3
4
5 6