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
$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 22.9%
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
$752K 0.28%
12,350
+43
102
$751K 0.28%
43,730
103
$737K 0.27%
63,352
+1,762
104
$731K 0.27%
161,374
-75,272
105
$720K 0.26%
34,764
-8,122
106
$646K 0.24%
8,980
+3,550
107
$631K 0.23%
46,466
108
$626K 0.23%
206,066
-109,964
109
$625K 0.23%
111,133
+3,450
110
$594K 0.22%
99,348
+3,655
111
$586K 0.22%
17,950
112
$577K 0.21%
19,689
113
$577K 0.21%
18,005
114
$569K 0.21%
91,315
+10,000
115
$528K 0.19%
+27,350
116
$514K 0.19%
8,680
-750
117
$497K 0.18%
16,675
-317
118
$495K 0.18%
16,433
119
$463K 0.17%
20,835
120
$452K 0.17%
14,550
+1,200
121
$428K 0.16%
29,590
122
$426K 0.16%
17,113
-8,928
123
$423K 0.16%
9,392
-51
124
$422K 0.16%
31,165
-16,164
125
$403K 0.15%
+12,900
3 4
5
6 7