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
$187M
AUM Growth
-$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$724K
3
+$569K
4
IRBT icon
iRobot
IRBT
+$461K
5
ANIK icon
Anika Therapeutics
ANIK
+$381K

Top Sells

1
+$1.94M
2
+$1.64M
3
+$1.31M
4
GFF icon
Griffon
GFF
+$1.21M
5
JPM icon
JPMorgan Chase
JPM
+$1.17M

Sector Composition

1 Technology 22.74%
2 Industrials 12.84%
3 Consumer Discretionary 10.51%
4 Healthcare 10.06%
5 Financials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$791K 0.42%
11,144
+105
77
$784K 0.42%
1,757
-25
78
$761K 0.41%
61,620
79
$727K 0.39%
28,704
+15,032
80
$724K 0.39%
+283,906
81
$709K 0.38%
22,944
+86
82
$696K 0.37%
25,770
83
$692K 0.37%
128,146
-3,565
84
$662K 0.35%
80,975
-1,748
85
$660K 0.35%
22,895
+8,599
86
$644K 0.34%
43,663
+24,734
87
$636K 0.34%
6,461
+28
88
$617K 0.33%
12,994
-11,799
89
$613K 0.33%
13,557
+6,779
90
$605K 0.32%
15,277
+63
91
$569K 0.3%
+4,153
92
$562K 0.3%
13,624
+58
93
$532K 0.28%
46,900
+2,900
94
$524K 0.28%
3,179
95
$518K 0.28%
9,500
+2,000
96
$513K 0.27%
89,862
-3,317
97
$510K 0.27%
7,794
-92
98
$500K 0.27%
8,067
+14
99
$496K 0.27%
11,260
-33
100
$466K 0.25%
1,400
2 3
4
5 6