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
$190M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$626K
3
+$624K
4
AMRC icon
Ameresco
AMRC
+$455K
5
SMCI icon
Super Micro Computer
SMCI
+$443K

Top Sells

1
+$738K
2
+$563K
3
+$327K
4
TTMI icon
TTM Technologies
TTMI
+$220K
5
ARW icon
Arrow Electronics
ARW
+$218K

Sector Composition

1 Technology 25.62%
2 Healthcare 13.09%
3 Industrials 12.97%
4 Consumer Discretionary 11.52%
5 Financials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$703K 0.37%
10,282
+245
77
$672K 0.35%
29,585
-856
78
$664K 0.35%
15,454
-78
79
$655K 0.34%
25,435
-1,253
80
$651K 0.34%
26,772
-854
81
$629K 0.33%
8,401
-43
82
$626K 0.33%
+25,770
83
$609K 0.32%
13,795
-85
84
$609K 0.32%
6,565
-71
85
$593K 0.31%
27,355
-347
86
$586K 0.31%
66,386
-1,206
87
$585K 0.31%
12,735
88
$581K 0.31%
13,339
-90
89
$574K 0.3%
1,489
-558
90
$558K 0.29%
61,347
-776
91
$542K 0.29%
3,194
92
$542K 0.29%
11,340
-78
93
$497K 0.26%
38,356
-219
94
$478K 0.25%
14,640
-500
95
$468K 0.25%
34,825
-1,367
96
$461K 0.24%
2,319
+58
97
$460K 0.24%
9,153
98
$460K 0.24%
3,292
+67
99
$455K 0.24%
+14,364
100
$443K 0.23%
27,047
-540
2 3
4
5 6