IIM

Ironwood Investment Management Portfolio holdings

AUM $229M
1-Year Est. Return 26.6%
This Quarter Est. Return
1 Year Est. Return
+26.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$823K
2
+$735K
3
+$382K
4
PFE icon
Pfizer
PFE
+$317K
5
PGY icon
Pagaya Technologies
PGY
+$300K

Top Sells

1
+$1.15M
2
+$911K
3
+$878K
4
SMAR
Smartsheet Inc.
SMAR
+$652K
5
MNTX
Manitex International, Inc.
MNTX
+$530K

Sector Composition

1 Technology 20.81%
2 Industrials 13.43%
3 Consumer Discretionary 10.42%
4 Financials 10.22%
5 Healthcare 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$809K 0.44%
139,273
-8,027
77
$774K 0.42%
3,154
-800
78
$773K 0.42%
3,772
-7
79
$759K 0.41%
31,382
+3,904
80
$735K 0.4%
+5,450
81
$729K 0.4%
35,548
-141
82
$670K 0.37%
49,305
+12,759
83
$670K 0.37%
25,683
+9,664
84
$625K 0.34%
59,674
+28,630
85
$623K 0.34%
15,580
-90
86
$615K 0.34%
534,540
+10,200
87
$611K 0.33%
125,766
-7,113
88
$591K 0.32%
7,618
-23
89
$569K 0.31%
14,903
+748
90
$546K 0.3%
13,955
-56
91
$528K 0.29%
6,621
+36
92
$522K 0.28%
2,607
93
$513K 0.28%
939
94
$505K 0.28%
76,703
-1,711
95
$488K 0.27%
34,359
-153
96
$481K 0.26%
6,648
97
$481K 0.26%
9,270
98
$476K 0.26%
52,590
99
$462K 0.25%
1,400
100
$457K 0.25%
3,045
2 3
4
5 6