IIM

Ironwood Investment Management Portfolio holdings

AUM $229M
1-Year Est. Return 26.6%
This Quarter Est. Return
1 Year Est. Return
+26.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$823K
2
+$735K
3
+$382K
4
PFE icon
Pfizer
PFE
+$317K
5
PGY icon
Pagaya Technologies
PGY
+$300K

Top Sells

1
+$1.15M
2
+$911K
3
+$878K
4
SMAR
Smartsheet Inc.
SMAR
+$652K
5
MNTX
Manitex International, Inc.
MNTX
+$530K

Sector Composition

1 Technology 20.81%
2 Industrials 13.43%
3 Consumer Discretionary 10.42%
4 Financials 10.22%
5 Healthcare 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$446K 0.24%
41,765
-4,939
102
$442K 0.24%
46,629
-5,443
103
$426K 0.23%
15,539
-35
104
$418K 0.23%
19,030
-2,316
105
$412K 0.22%
202,671
-6,764
106
$408K 0.22%
1,836
107
$407K 0.22%
4,847
108
$406K 0.22%
704
109
$405K 0.22%
13,000
110
$404K 0.22%
26,850
+1,186
111
$387K 0.21%
15,510
-103
112
$382K 0.21%
+9,850
113
$381K 0.21%
6,239
114
$361K 0.2%
54,718
+1,140
115
$351K 0.19%
1,867
116
$330K 0.18%
3,671
117
$329K 0.18%
11,303
-109
118
$327K 0.18%
906
119
$323K 0.18%
7,896
+142
120
$321K 0.18%
5,833
+2
121
$312K 0.17%
2,990
122
$308K 0.17%
1,804
-5
123
$308K 0.17%
11,106
124
$258K 0.14%
27,746
-2,096
125
$257K 0.14%
21,298
+707
3 4
5
6 7