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
$171M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$650K
2
+$510K
3
+$457K
4
CARG icon
CarGurus
CARG
+$382K
5
ABTC
American Bitcoin Corp
ABTC
+$334K

Top Sells

1
+$1.02M
2
+$954K
3
+$414K
4
WDAY icon
Workday
WDAY
+$349K
5
ECL icon
Ecolab
ECL
+$309K

Sector Composition

1 Technology 31.16%
2 Industrials 12.45%
3 Consumer Discretionary 11.41%
4 Healthcare 10.49%
5 Financials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$562K 0.33%
2,132
-266
102
$559K 0.33%
10,191
+151
103
$556K 0.33%
23,662
104
$551K 0.32%
459
-13
105
$541K 0.32%
60,463
-4,330
106
$514K 0.3%
22,542
+337
107
$510K 0.3%
+1,417
108
$509K 0.3%
952
109
$506K 0.3%
20,561
-7,411
110
$504K 0.3%
4,022
+1,554
111
$495K 0.29%
7,054
-210
112
$484K 0.28%
3,264
113
$470K 0.28%
17,130
-536
114
$467K 0.27%
27,083
-812
115
$464K 0.27%
9,270
116
$463K 0.27%
43,804
-1,071
117
$458K 0.27%
14,980
-430
118
$455K 0.27%
8,448
-187
119
$444K 0.26%
12,338
-31
120
$441K 0.26%
85,555
-12,796
121
$422K 0.25%
60,290
122
$411K 0.24%
9,966
123
$386K 0.23%
788
-26
124
$382K 0.22%
+12,047
125
$382K 0.22%
2,100
3 4
5
6 7