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
$201M
AUM Growth
-$4.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$656K
2
+$632K
3
+$439K
4
TGT icon
Target
TGT
+$404K
5
EVH icon
Evolent Health
EVH
+$314K

Top Sells

1
+$2.58M
2
+$549K
3
+$534K
4
TTMI icon
TTM Technologies
TTMI
+$436K
5
RNAC icon
Cartesian Therapeutics
RNAC
+$236K

Sector Composition

1 Technology 21.81%
2 Industrials 14.01%
3 Consumer Discretionary 11.03%
4 Financials 9.19%
5 Healthcare 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$463K 0.23%
3,045
102
$462K 0.23%
10,500
103
$460K 0.23%
1,836
104
$455K 0.23%
16,019
+250
105
$439K 0.22%
+27,478
106
$435K 0.22%
2,607
107
$430K 0.21%
7,641
+60
108
$425K 0.21%
15,574
+174
109
$422K 0.21%
25,664
-3,394
110
$422K 0.21%
15,613
+182
111
$421K 0.21%
53,578
-2,516
112
$420K 0.21%
7,754
-157
113
$417K 0.21%
11,412
+183
114
$412K 0.21%
704
115
$404K 0.2%
+2,990
116
$387K 0.19%
38,593
+515
117
$381K 0.19%
52,590
118
$372K 0.19%
4,847
119
$366K 0.18%
47,208
-2,250
120
$365K 0.18%
3,671
121
$364K 0.18%
906
122
$362K 0.18%
11,106
123
$353K 0.18%
6,239
124
$351K 0.17%
55,432
125
$346K 0.17%
1,867
3 4
5
6 7