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
$187M
AUM Growth
-$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$724K
3
+$569K
4
IRBT icon
iRobot
IRBT
+$461K
5
ANIK icon
Anika Therapeutics
ANIK
+$381K

Top Sells

1
+$1.94M
2
+$1.64M
3
+$1.31M
4
GFF icon
Griffon
GFF
+$1.21M
5
JPM icon
JPMorgan Chase
JPM
+$1.17M

Sector Composition

1 Technology 22.74%
2 Industrials 12.84%
3 Consumer Discretionary 10.51%
4 Healthcare 10.06%
5 Financials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$461K 0.25%
+50,657
102
$457K 0.24%
10,500
+2,000
103
$454K 0.24%
3,671
104
$436K 0.23%
9,270
105
$429K 0.23%
33,590
-836
106
$425K 0.23%
939
-1,100
107
$422K 0.23%
2,656
-672
108
$404K 0.22%
11,528
109
$397K 0.21%
7,569
-99
110
$393K 0.21%
88,763
+20
111
$387K 0.21%
1,836
112
$381K 0.2%
19,153
-99
113
$370K 0.2%
734
114
$350K 0.19%
15,362
-267
115
$343K 0.18%
13,000
116
$340K 0.18%
37,863
+150
117
$339K 0.18%
+1,864
118
$330K 0.18%
906
119
$326K 0.17%
1,867
120
$318K 0.17%
18,072
121
$304K 0.16%
29,340
-219
122
$295K 0.16%
28,545
-636
123
$290K 0.16%
11,081
+48
124
$290K 0.16%
4,847
125
$273K 0.15%
211,971
+80
3 4
5
6 7