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
$205M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.2M
3
+$894K
4
GM icon
General Motors
GM
+$762K
5
EVH icon
Evolent Health
EVH
+$683K

Top Sells

1
+$1.71M
2
+$999K
3
+$215K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$210K
5
FITB icon
Fifth Third Bancorp
FITB
+$193K

Sector Composition

1 Technology 23.04%
2 Industrials 13.29%
3 Consumer Discretionary 10.73%
4 Healthcare 9.06%
5 Financials 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$514K 0.25%
7,911
-156
102
$507K 0.25%
89,970
+1,207
103
$504K 0.25%
34,183
+593
104
$492K 0.24%
2,607
-49
105
$488K 0.24%
10,500
106
$473K 0.23%
9,270
107
$465K 0.23%
939
108
$463K 0.23%
7,581
+12
109
$430K 0.21%
49,458
-1,199
110
$428K 0.21%
1,836
111
$425K 0.21%
15,769
+407
112
$417K 0.2%
3,671
113
$403K 0.2%
704
-30
114
$403K 0.2%
15,431
-3,722
115
$398K 0.19%
11,106
-422
116
$394K 0.19%
38,078
+215
117
$375K 0.18%
52,590
118
$368K 0.18%
13,000
119
$357K 0.17%
5,837
+2,271
120
$356K 0.17%
29,767
+427
121
$354K 0.17%
1,867
122
$350K 0.17%
17,472
-600
123
$348K 0.17%
4,847
124
$340K 0.17%
906
125
$338K 0.16%
28,104
-441
3 4
5
6 7