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
$272M
AUM Growth
-$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.14M
3
+$898K
4
SMCI icon
Super Micro Computer
SMCI
+$531K
5
KMG
KMG Chemicals Inc
KMG
+$528K

Top Sells

1
+$7.03M
2
+$4.82M
3
+$3.04M
4
PEGA icon
Pegasystems
PEGA
+$2.91M
5
DY icon
Dycom Industries
DY
+$2.83M

Sector Composition

1 Technology 22.36%
2 Industrials 18.58%
3 Financials 12.82%
4 Consumer Discretionary 12.62%
5 Healthcare 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$751K 0.28%
43,730
102
$737K 0.27%
63,352
+1,762
103
$731K 0.27%
161,374
-75,272
104
$720K 0.26%
34,764
-8,122
105
$646K 0.24%
8,980
+3,550
106
$631K 0.23%
46,466
107
$626K 0.23%
206,066
-109,964
108
$625K 0.23%
111,133
+3,450
109
$594K 0.22%
99,348
+3,655
110
$586K 0.22%
17,950
111
$577K 0.21%
19,689
112
$577K 0.21%
18,005
113
$569K 0.21%
91,315
+10,000
114
$528K 0.19%
+27,350
115
$514K 0.19%
8,680
-750
116
$497K 0.18%
16,675
-317
117
$495K 0.18%
16,433
118
$463K 0.17%
20,835
119
$452K 0.17%
14,550
+1,200
120
$428K 0.16%
29,590
121
$426K 0.16%
17,113
-8,928
122
$423K 0.16%
9,392
-51
123
$422K 0.16%
31,165
-16,164
124
$403K 0.15%
+12,900
125
$395K 0.15%
14,782
-7,618
3 4
5
6 7