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
$164M
AUM Growth
-$9.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$977K
3
+$795K
4
FTV icon
Fortive
FTV
+$313K
5
DRRX
DURECT Corp
DRRX
+$304K

Top Sells

1
+$2.48M
2
+$308K
3
+$273K
4
KRNT icon
Kornit Digital
KRNT
+$261K
5
QTRX icon
Quanterix
QTRX
+$255K

Sector Composition

1 Technology 28.23%
2 Industrials 12.94%
3 Consumer Discretionary 11.56%
4 Healthcare 10.7%
5 Financials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$373K 0.23%
18,096
-623
102
$369K 0.23%
2,368
103
$366K 0.22%
5,450
104
$362K 0.22%
6,239
105
$362K 0.22%
52,404
-1,067
106
$360K 0.22%
85,593
-1,836
107
$350K 0.21%
39,990
108
$345K 0.21%
2,261
-112
109
$340K 0.21%
7,490
-382
110
$329K 0.2%
6,240
-314
111
$325K 0.2%
9,153
112
$322K 0.2%
1,892
113
$321K 0.2%
12,494
114
$317K 0.19%
21,073
-1,029
115
$315K 0.19%
15,721
-370
116
$314K 0.19%
1,836
117
$314K 0.19%
3,250
118
$313K 0.19%
+4,226
119
$307K 0.19%
3,481
120
$297K 0.18%
19,572
121
$294K 0.18%
804
-47
122
$292K 0.18%
+7,211
123
$283K 0.17%
+1,867
124
$271K 0.17%
6,740
125
$247K 0.15%
808
3 4
5
6 7