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
$133M
AUM Growth
+$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$966K
3
+$612K
4
ARW icon
Arrow Electronics
ARW
+$582K
5
COHR icon
Coherent
COHR
+$467K

Top Sells

1
+$2.21M
2
+$433K
3
+$344K
4
TDY icon
Teledyne Technologies
TDY
+$231K
5
HWC icon
Hancock Whitney
HWC
+$208K

Sector Composition

1 Technology 33.46%
2 Industrials 17.47%
3 Financials 12.15%
4 Consumer Discretionary 9.84%
5 Healthcare 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$468K 0.35%
6,580
-6
102
$467K 0.35%
+13,275
103
$450K 0.34%
3,279
-375
104
$440K 0.33%
2,220
+4
105
$437K 0.33%
+9,256
106
$436K 0.33%
24,855
-97
107
$417K 0.31%
49,164
-644
108
$406K 0.3%
3,728
-3
109
$402K 0.3%
26,494
+1,058
110
$399K 0.3%
34,247
-135
111
$390K 0.29%
23,875
112
$388K 0.29%
2,302
113
$387K 0.29%
33,524
-95
114
$368K 0.28%
4,586
115
$352K 0.26%
2,078
-13,074
116
$346K 0.26%
35,085
-139
117
$345K 0.26%
22,507
-88
118
$342K 0.26%
4,116
+16
119
$314K 0.24%
8,720
-34
120
$310K 0.23%
10,632
-333
121
$304K 0.23%
18,942
-6,063
122
$273K 0.2%
10,865
-17
123
$265K 0.2%
2,100
124
$260K 0.19%
4,636
+336
125
$253K 0.19%
17,533
3 4
5
6 7