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
$137M
AUM Growth
-$2.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$917K
2
+$651K
3
+$647K
4
KOP icon
Koppers
KOP
+$288K
5
DLTH icon
Duluth Holdings
DLTH
+$243K

Top Sells

1
+$641K
2
+$604K
3
+$498K
4
EXTR icon
Extreme Networks
EXTR
+$489K
5
KDP icon
Keurig Dr Pepper
KDP
+$443K

Sector Composition

1 Technology 28.82%
2 Industrials 16.56%
3 Financials 13.77%
4 Consumer Discretionary 10.43%
5 Materials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$542K 0.4%
36,044
-377
102
$506K 0.37%
15,786
+334
103
$506K 0.37%
37,202
-1,491
104
$503K 0.37%
31,805
+253
105
$485K 0.35%
8,519
+125
106
$466K 0.34%
17,533
-50
107
$465K 0.34%
8,909
+31
108
$463K 0.34%
36,857
-447
109
$455K 0.33%
5,241
+825
110
$450K 0.33%
2,829
+53
111
$449K 0.33%
7,105
112
$449K 0.33%
25,621
113
$446K 0.33%
17,847
-886
114
$433K 0.32%
3,201
+59
115
$429K 0.31%
6,636
116
$429K 0.31%
3,136
+45
117
$423K 0.31%
30,996
+444
118
$421K 0.31%
3,707
+55
119
$421K 0.31%
32,345
+745
120
$418K 0.31%
3,829
121
$414K 0.3%
3,210
+43
122
$411K 0.3%
26,324
-795
123
$406K 0.3%
42,212
124
$397K 0.29%
2,894
+41
125
$385K 0.28%
122,080
3 4
5
6 7