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
$160M
AUM Growth
+$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$826K
2
+$570K
3
+$271K
4
TTMI icon
TTM Technologies
TTMI
+$249K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$208K

Top Sells

1
+$666K
2
+$589K
3
+$507K
4
SM icon
SM Energy
SM
+$243K
5
HWC icon
Hancock Whitney
HWC
+$216K

Sector Composition

1 Technology 30.07%
2 Industrials 13.77%
3 Consumer Discretionary 12.1%
4 Healthcare 10.57%
5 Financials 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$433K 0.27%
18,796
-353
102
$432K 0.27%
6,239
103
$425K 0.27%
8,333
-132
104
$424K 0.27%
5,742
-572
105
$415K 0.26%
16,552
-253
106
$395K 0.25%
63,971
+1,484
107
$394K 0.25%
87,028
+3,650
108
$391K 0.24%
3,671
109
$387K 0.24%
2,511
-37
110
$371K 0.23%
6,938
-107
111
$369K 0.23%
3,558
-54
112
$367K 0.23%
2,368
-100
113
$367K 0.23%
12,494
-380
114
$346K 0.22%
1,892
115
$320K 0.2%
1,400
116
$311K 0.19%
903
-18
117
$303K 0.19%
1,836
118
$299K 0.19%
9,153
-1,200
119
$290K 0.18%
30,418
+1,531
120
$289K 0.18%
40,946
+3,558
121
$283K 0.18%
3,250
122
$280K 0.18%
1,238
-74
123
$271K 0.17%
2,390
+1,598
124
$271K 0.17%
+810
125
$270K 0.17%
42,320
+2,292
3 4
5
6 7