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
$201M
AUM Growth
-$4.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$656K
2
+$632K
3
+$439K
4
TGT icon
Target
TGT
+$404K
5
EVH icon
Evolent Health
EVH
+$314K

Top Sells

1
+$2.58M
2
+$549K
3
+$534K
4
TTMI icon
TTM Technologies
TTMI
+$436K
5
RNAC icon
Cartesian Therapeutics
RNAC
+$236K

Sector Composition

1 Technology 21.81%
2 Industrials 14.01%
3 Consumer Discretionary 11.03%
4 Financials 9.19%
5 Healthcare 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$867K 0.43%
3,779
+30
77
$859K 0.43%
7,307
+232
78
$850K 0.42%
23,485
+301
79
$848K 0.42%
209,435
+72,912
80
$847K 0.42%
94,310
+1,129
81
$791K 0.39%
87,900
+29,000
82
$745K 0.37%
36,546
-38
83
$712K 0.35%
4,781
+630
84
$702K 0.35%
46,704
+1,782
85
$685K 0.34%
15,670
+253
86
$656K 0.33%
+21,346
87
$652K 0.32%
11,635
+183
88
$621K 0.31%
14,155
+545
89
$615K 0.31%
7,867
+62
90
$603K 0.3%
14,011
+223
91
$595K 0.3%
78,414
+161
92
$586K 0.29%
52,072
+27,927
93
$538K 0.27%
939
94
$537K 0.27%
6,585
+79
95
$534K 0.27%
34,512
+329
96
$530K 0.26%
91,420
+1,450
97
$508K 0.25%
1,400
98
$493K 0.25%
9,270
99
$483K 0.24%
20,591
-2,981
100
$465K 0.23%
6,648
2 3
4
5 6