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
$128M
AUM Growth
+$4.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$626K
2
+$271K
3
+$240K
4
DOV icon
Dover
DOV
+$205K
5
KBR icon
KBR
KBR
+$200K

Top Sells

1
+$710K
2
+$512K
3
+$322K
4
GME icon
GameStop
GME
+$310K
5
DHR icon
Danaher
DHR
+$220K

Sector Composition

1 Technology 32.39%
2 Industrials 17.58%
3 Financials 12.99%
4 Consumer Discretionary 9.36%
5 Healthcare 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$433K 0.34%
10,777
+702
102
$424K 0.33%
8,754
-5
103
$422K 0.33%
81,216
+13,783
104
$415K 0.32%
34,382
-20
105
$410K 0.32%
124,602
-38
106
$400K 0.31%
23,875
107
$392K 0.31%
32,790
-17
108
$390K 0.3%
25,005
-10
109
$388K 0.3%
3,731
+252
110
$381K 0.3%
2,302
111
$380K 0.3%
25,436
112
$367K 0.29%
4,586
113
$344K 0.27%
4,170
+1,014
114
$341K 0.27%
4,100
115
$336K 0.26%
1,634
+109
116
$336K 0.26%
33,619
-8
117
$322K 0.25%
7,105
118
$318K 0.25%
10,965
119
$316K 0.25%
30,871
-12
120
$304K 0.24%
57,803
-14
121
$299K 0.23%
99,769
+22,060
122
$286K 0.22%
2,100
123
$286K 0.22%
10,882
124
$277K 0.22%
35,224
-18
125
$268K 0.21%
17,533
3 4
5
6 7