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
$164M
AUM Growth
-$9.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$977K
3
+$795K
4
FTV icon
Fortive
FTV
+$313K
5
DRRX
DURECT Corp
DRRX
+$304K

Top Sells

1
+$2.48M
2
+$308K
3
+$273K
4
KRNT icon
Kornit Digital
KRNT
+$261K
5
QTRX icon
Quanterix
QTRX
+$255K

Sector Composition

1 Technology 28.23%
2 Industrials 12.94%
3 Consumer Discretionary 11.56%
4 Healthcare 10.7%
5 Financials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$619K 0.38%
27,626
+11,190
77
$584K 0.36%
8,444
-124
78
$564K 0.34%
67,592
-2,290
79
$553K 0.34%
2,575
-126
80
$541K 0.33%
3,194
81
$519K 0.32%
13,880
-481
82
$514K 0.31%
15,140
-3,325
83
$514K 0.31%
206,267
+121,930
84
$500K 0.31%
38,575
-1,331
85
$497K 0.3%
15,532
+70
86
$492K 0.3%
6,636
-230
87
$487K 0.3%
26,688
-526
88
$486K 0.3%
62,123
-552
89
$466K 0.28%
138,353
-2,267
90
$465K 0.28%
12,735
91
$462K 0.28%
11,418
-221
92
$455K 0.28%
27,587
-390
93
$448K 0.27%
36,192
-392
94
$443K 0.27%
43,265
-1,197
95
$438K 0.27%
13,429
-303
96
$422K 0.26%
3,225
-152
97
$421K 0.26%
90,205
-2,604
98
$416K 0.25%
1,102
99
$382K 0.23%
1,400
100
$378K 0.23%
3,671
2 3
4
5 6