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
$141M
AUM Growth
+$4.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$840K
2
+$401K
3
+$306K
4
C icon
Citigroup
C
+$290K
5
BH icon
Biglari Holdings Class B
BH
+$256K

Top Sells

1
+$1.32M
2
+$524K
3
+$249K
4
MRCY icon
Mercury Systems
MRCY
+$239K
5
MIDD icon
Middleby
MIDD
+$227K

Sector Composition

1 Technology 29.11%
2 Industrials 16.17%
3 Financials 13.27%
4 Consumer Discretionary 10.7%
5 Materials 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$543K 0.39%
2,907
+27
102
$542K 0.38%
36,465
-737
103
$519K 0.37%
479
+6
104
$518K 0.37%
8,596
+77
105
$512K 0.36%
2,651
+20
106
$508K 0.36%
36,673
-184
107
$501K 0.36%
3,738
+31
108
$491K 0.35%
7,341
+4,341
109
$477K 0.34%
42,212
110
$463K 0.33%
5,288
+47
111
$455K 0.32%
8,904
-5
112
$445K 0.32%
122,080
113
$444K 0.31%
2,849
+20
114
$432K 0.31%
6,626
-10
115
$428K 0.3%
25,776
-548
116
$417K 0.3%
3,829
117
$414K 0.29%
2,953
+59
118
$413K 0.29%
17,352
-495
119
$407K 0.29%
17,458
-75
120
$407K 0.29%
4,126
+1
121
$406K 0.29%
3,273
+137
122
$403K 0.29%
2,197
+1,394
123
$401K 0.28%
+34,774
124
$393K 0.28%
7,105
125
$379K 0.27%
31,488
+492
3 4
5
6 7