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
$190M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$626K
3
+$624K
4
AMRC icon
Ameresco
AMRC
+$455K
5
SMCI icon
Super Micro Computer
SMCI
+$443K

Top Sells

1
+$738K
2
+$563K
3
+$327K
4
TTMI icon
TTM Technologies
TTMI
+$220K
5
ARW icon
Arrow Electronics
ARW
+$218K

Sector Composition

1 Technology 25.62%
2 Healthcare 13.09%
3 Industrials 12.97%
4 Consumer Discretionary 11.52%
5 Financials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$441K 0.23%
1,102
102
$430K 0.23%
+2,141
103
$420K 0.22%
7,666
+176
104
$420K 0.22%
5,450
105
$414K 0.22%
1,400
106
$409K 0.21%
21,584
+511
107
$400K 0.21%
3,671
108
$392K 0.21%
89,024
+44,512
109
$388K 0.2%
1,892
110
$385K 0.2%
17,938
-158
111
$383K 0.2%
15,426
-295
112
$377K 0.2%
19,572
113
$376K 0.2%
12,494
114
$371K 0.2%
2,368
115
$368K 0.19%
7,449
+238
116
$359K 0.19%
816
+12
117
$358K 0.19%
6,390
+150
118
$355K 0.19%
3,481
119
$353K 0.19%
1,836
120
$346K 0.18%
52,078
-326
121
$345K 0.18%
61,308
+30,630
122
$326K 0.17%
38,700
-1,290
123
$322K 0.17%
4,370
+144
124
$320K 0.17%
6,239
125
$312K 0.16%
+13,771
3 4
5
6 7