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
$140M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$926K
2
+$365K
3
+$344K
4
EMR icon
Emerson Electric
EMR
+$247K
5
DE icon
Deere & Co
DE
+$244K

Top Sells

1
+$974K
2
+$390K
3
+$343K
4
WDC icon
Western Digital
WDC
+$306K
5
INTC icon
Intel
INTC
+$215K

Sector Composition

1 Technology 31.64%
2 Industrials 12.72%
3 Healthcare 11.11%
4 Consumer Discretionary 10.04%
5 Consumer Staples 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$490K 0.35%
33,223
-41
102
$487K 0.35%
64,793
+4,330
103
$484K 0.35%
12,369
+1,996
104
$482K 0.34%
2,398
+266
105
$480K 0.34%
472
-1
106
$461K 0.33%
814
-1
107
$452K 0.32%
3,264
108
$445K 0.32%
10,329
-3,700
109
$438K 0.31%
7,264
-15
110
$429K 0.31%
23,662
111
$416K 0.3%
16,994
-34
112
$414K 0.3%
4,061
113
$410K 0.29%
98,351
-181
114
$407K 0.29%
40,179
-47
115
$383K 0.27%
15,410
+430
116
$365K 0.26%
+13,605
117
$344K 0.25%
+2,468
118
$342K 0.24%
9,966
119
$342K 0.24%
17,666
-35
120
$321K 0.23%
4,057
121
$313K 0.22%
2,100
122
$312K 0.22%
952
123
$309K 0.22%
1,548
-1,717
124
$309K 0.22%
26,427
-40
125
$297K 0.21%
31,582
-25
3 4
5
6 7