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
$202M
AUM Growth
+$9.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$747K
2
+$607K
3
+$589K
4
ENOV icon
Enovis
ENOV
+$543K
5
EVBG
Everbridge, Inc. Common Stock
EVBG
+$516K

Top Sells

1
+$826K
2
+$770K
3
+$560K
4
XOM icon
Exxon Mobil
XOM
+$355K
5
GT icon
Goodyear
GT
+$301K

Sector Composition

1 Technology 31.87%
2 Industrials 12.41%
3 Consumer Discretionary 11.63%
4 Healthcare 11.63%
5 Financials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$666K 0.33%
18,652
-76
102
$655K 0.32%
14,550
103
$628K 0.31%
6,424
+7
104
$616K 0.3%
96,908
+2,470
105
$611K 0.3%
930
106
$609K 0.3%
16,170
107
$607K 0.3%
+72,054
108
$589K 0.29%
9,439
109
$589K 0.29%
+2,646
110
$579K 0.29%
7,148
+188
111
$575K 0.28%
23,662
112
$563K 0.28%
2,987
+22
113
$557K 0.28%
3,204
114
$543K 0.27%
+6,865
115
$533K 0.26%
8,821
-400
116
$533K 0.26%
19,722
117
$515K 0.25%
1,393
118
$513K 0.25%
+3,066
119
$509K 0.25%
46,101
+1,027
120
$498K 0.25%
+8,825
121
$482K 0.24%
16,956
+411
122
$478K 0.24%
26,808
+352
123
$464K 0.23%
24,418
+171
124
$435K 0.22%
13,575
+146
125
$435K 0.22%
19,930
3 4
5
6 7