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
$193M
AUM Growth
-$5.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$535K
2
+$258K
3
+$239K
4
HWC icon
Hancock Whitney
HWC
+$207K
5
SDC
SmileDirectClub, Inc. Class A Common Stock
SDC
+$199K

Top Sells

1
+$1.23M
2
+$1.09M
3
+$786K
4
CADE
Cadence Bancorporation
CADE
+$438K
5
SWN
Southwestern Energy Company
SWN
+$175K

Sector Composition

1 Technology 31.36%
2 Consumer Discretionary 12.1%
3 Industrials 11.48%
4 Healthcare 11.24%
5 Financials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$647K 0.34%
9,221
-150
102
$636K 0.33%
27,491
+20
103
$619K 0.32%
930
-10
104
$602K 0.31%
27,836
+11,946
105
$590K 0.31%
43,278
-144
106
$584K 0.3%
9,926
-40
107
$562K 0.29%
26,731
+32
108
$559K 0.29%
9,439
109
$550K 0.29%
6,656
+6
110
$550K 0.29%
1,393
-13
111
$540K 0.28%
23,662
112
$535K 0.28%
221,342
113
$515K 0.27%
6,960
+7
114
$514K 0.27%
80,169
+47
115
$482K 0.25%
3,204
-60
116
$462K 0.24%
26,456
+23
117
$457K 0.24%
453
118
$446K 0.23%
16,545
+19
119
$442K 0.23%
16,170
-2,711
120
$438K 0.23%
24,247
+10
121
$435K 0.23%
13,187
+32
122
$409K 0.21%
19,722
123
$405K 0.21%
9,533
-300
124
$405K 0.21%
19,930
-53,528
125
$396K 0.21%
13,429
-217
3 4
5
6 7