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
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$722K
3
+$708K
4
NVO icon
Novo Nordisk
NVO
+$659K
5
KSS icon
Kohl's
KSS
+$426K

Top Sells

1
+$1.01M
2
+$640K
3
+$536K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$432K
5
AYI icon
Acuity Brands
AYI
+$335K

Sector Composition

1 Technology 32.15%
2 Industrials 13.06%
3 Healthcare 11.3%
4 Financials 8.46%
5 Consumer Discretionary 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$473K 0.37%
7,279
-42
102
$471K 0.37%
27,234
-74
103
$469K 0.37%
15,120
-693
104
$448K 0.35%
13,150
-443
105
$447K 0.35%
9,999
+2,578
106
$446K 0.35%
25,561
-79
107
$446K 0.35%
9,966
-900
108
$436K 0.34%
40,226
-211
109
$432K 0.34%
3,264
-15
110
$421K 0.33%
2,132
-110
111
$414K 0.32%
14,980
112
$411K 0.32%
27,948
-183
113
$403K 0.31%
17,701
-4,304
114
$385K 0.3%
60,463
-1,931
115
$380K 0.3%
+10,373
116
$355K 0.28%
4,061
117
$343K 0.27%
23,662
-145
118
$341K 0.27%
18,741
-111
119
$331K 0.26%
44,942
-299
120
$320K 0.25%
27,658
-152
121
$318K 0.25%
42,284
-6,971
122
$306K 0.24%
9,182
-330
123
$299K 0.23%
4,057
124
$266K 0.21%
2,100
125
$261K 0.2%
+952
3 4
5
6 7