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
$145M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$539K
2
+$493K
3
+$489K
4
ALGN icon
Align Technology
ALGN
+$268K
5
KBR icon
KBR
KBR
+$245K

Top Sells

1
+$488K
2
+$406K
3
+$352K
4
PEGA icon
Pegasystems
PEGA
+$318K
5
AAPL icon
Apple
AAPL
+$260K

Sector Composition

1 Technology 33.07%
2 Industrials 16.39%
3 Financials 12.06%
4 Healthcare 10.13%
5 Consumer Discretionary 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$488K 0.34%
10,500
+1,244
102
$475K 0.33%
30,498
-2,171
103
$474K 0.33%
23,807
-68
104
$467K 0.32%
13,884
+609
105
$448K 0.31%
3,279
106
$437K 0.3%
2,264
+44
107
$428K 0.3%
6,715
+135
108
$422K 0.29%
40,061
-9,103
109
$413K 0.29%
22,775
-2,080
110
$399K 0.28%
2,302
111
$397K 0.27%
25,010
-1,484
112
$385K 0.27%
4,061
-55
113
$383K 0.26%
31,824
-2,423
114
$374K 0.26%
10,619
-13
115
$368K 0.25%
58,702
-9,658
116
$366K 0.25%
4,219
-367
117
$365K 0.25%
8,124
-596
118
$363K 0.25%
20,811
-1,696
119
$362K 0.25%
29,780
-3,744
120
$310K 0.21%
2,100
121
$306K 0.21%
32,689
-2,396
122
$300K 0.21%
17,673
-1,269
123
$295K 0.2%
10,792
-73
124
$293K 0.2%
407
+19
125
$271K 0.19%
17,424
-109
3 4
5
6 7