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
$205M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.2M
3
+$894K
4
GM icon
General Motors
GM
+$762K
5
EVH icon
Evolent Health
EVH
+$683K

Top Sells

1
+$1.71M
2
+$999K
3
+$215K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$210K
5
FITB icon
Fifth Third Bancorp
FITB
+$193K

Sector Composition

1 Technology 23.04%
2 Industrials 13.29%
3 Consumer Discretionary 10.73%
4 Healthcare 9.06%
5 Financials 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$907K 0.44%
1,755
-2
77
$894K 0.44%
23,572
+677
78
$879K 0.43%
7,075
+9
79
$838K 0.41%
131,330
+3,184
80
$834K 0.41%
3,954
81
$821K 0.4%
23,184
+240
82
$718K 0.35%
29,058
+354
83
$687K 0.33%
6,648
-240
84
$683K 0.33%
93,181
+3,319
85
$683K 0.33%
+24,145
86
$667K 0.32%
4,151
-2
87
$658K 0.32%
15,417
+140
88
$634K 0.31%
11,452
+192
89
$629K 0.31%
78,253
-2,722
90
$629K 0.31%
7,805
+11
91
$625K 0.3%
6,506
+45
92
$616K 0.3%
56,094
-2,297
93
$597K 0.29%
13,788
+164
94
$586K 0.29%
13,610
+53
95
$552K 0.27%
44,922
+1,259
96
$549K 0.27%
9,500
97
$548K 0.27%
1,400
98
$545K 0.27%
136,523
-4,777
99
$521K 0.25%
58,900
+12,000
100
$518K 0.25%
3,045
-134
2 3
4
5 6