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
$160M
AUM Growth
+$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$826K
2
+$570K
3
+$271K
4
TTMI icon
TTM Technologies
TTMI
+$249K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$208K

Top Sells

1
+$666K
2
+$589K
3
+$507K
4
SM icon
SM Energy
SM
+$243K
5
HWC icon
Hancock Whitney
HWC
+$216K

Sector Composition

1 Technology 30.07%
2 Industrials 13.77%
3 Consumer Discretionary 12.1%
4 Healthcare 10.57%
5 Financials 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$666K 0.42%
27,795
+1,486
77
$658K 0.41%
23,389
-354
78
$657K 0.41%
31,650
+238
79
$652K 0.41%
26,120
-1,516
80
$647K 0.4%
3,628
-3,735
81
$622K 0.39%
8,649
-374
82
$590K 0.37%
2,859
-44
83
$588K 0.37%
12,295
+197
84
$582K 0.36%
3,194
85
$582K 0.36%
16,774
+705
86
$552K 0.35%
44,240
-40,650
87
$539K 0.34%
4,612
+252
88
$535K 0.33%
14,048
+465
89
$534K 0.33%
88,102
+5,111
90
$497K 0.31%
95,457
+9,310
91
$493K 0.31%
13,095
92
$486K 0.3%
28,281
-1,121
93
$483K 0.3%
7,052
+287
94
$477K 0.3%
17,898
-5,220
95
$474K 0.3%
45,908
+121
96
$471K 0.29%
19,572
-1,875
97
$466K 0.29%
14,568
+171
98
$465K 0.29%
37,109
+371
99
$455K 0.28%
1,102
100
$443K 0.28%
16,830
-63
2 3
4
5 6