IIM

Ironwood Investment Management Portfolio holdings

AUM $183M
This Quarter Return
-4.74%
1 Year Return
+3.7%
3 Year Return
+75.71%
5 Year Return
+318.09%
10 Year Return
+649.02%
AUM
$183M
AUM Growth
-$17.5M
Cap. Flow
-$1.95M
Cap. Flow %
-1.06%
Top 10 Hldgs %
29.08%
Holding
173
New
4
Increased
42
Reduced
71
Closed
10

Sector Composition

1Technology20.81%
2Industrials13.43%
3Consumer Discretionary10.42%
4Financials10.22%
5Healthcare8.99%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$254K0.14% 55,432
$253K0.14% 35,084
-3,509
-9%
-$25.3K
$239K0.13% 5,739
-100
-2%
-$4.17K
$230K0.13% 8,349
$230K0.13% 2,330
-27
-1%
-$2.67K
$227K0.12% 2,042
$215K0.12% 17,328
$214K0.12% 5,968
$209K0.11% 27,581
+14,820
+116%
+$112K
$204K0.11% 6,740
$202K0.11% 3,855
-13
-0.3%
-$682
$181K0.1% 28,409
-822
-3%
-$5.24K
$169K0.09% 15,448
+414
+3%
+$4.52K
$168K0.09% 25,022
$161K0.09% 34,255
$160K0.09% 10,356
$145K0.08% 53,535
+6,327
+13%
+$17.1K
$133K0.07% 11,488
$131K0.07% 163,934
-7,898
-5%
-$6.33K
$127K0.07% 26,291
-1,697
-6%
-$8.2K
$105K0.06% 25,102
-2,157
-8%
-$9.04K
$99.5K0.05% 24,140
-771
-3%
-$3.18K
$82.2K0.04% 24,979
-145
-0.6%
-$477
$75.3K0.04% 19,218
+54
+0.3%
+$212
$66.8K0.04%
+15,173
New
+$66.8K