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
$272M
AUM Growth
-$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.14M
3
+$898K
4
SMCI icon
Super Micro Computer
SMCI
+$531K
5
KMG
KMG Chemicals Inc
KMG
+$528K

Top Sells

1
+$7.03M
2
+$4.82M
3
+$3.04M
4
PEGA icon
Pegasystems
PEGA
+$2.91M
5
DY icon
Dycom Industries
DY
+$2.83M

Sector Composition

1 Technology 22.36%
2 Industrials 18.58%
3 Financials 12.82%
4 Consumer Discretionary 12.62%
5 Healthcare 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$388K 0.14%
4,152
+237
127
$384K 0.14%
4,075
-30
128
$379K 0.14%
8,600
+500
129
$377K 0.14%
4,770
130
$374K 0.14%
12,215
-115
131
$364K 0.13%
13,856
132
$349K 0.13%
11,042
-20
133
$334K 0.12%
3,464
+189
134
$328K 0.12%
11,050
135
$319K 0.12%
263,675
-134,215
136
$272K 0.1%
5,763
137
$263K 0.1%
2,019
+178
138
$259K 0.1%
8,224
139
$251K 0.09%
4,118
+400
140
$251K 0.09%
8,770
-1,370
141
$241K 0.09%
4,689
+445
142
$237K 0.09%
24,213
143
$220K 0.08%
+274
144
$213K 0.08%
+5,186
145
$213K 0.08%
8,125
-1,380
146
$187K 0.07%
11,900
-1,900
147
$185K 0.07%
11,887
-40
148
$175K 0.06%
2,407
-427
149
$132K 0.05%
30,465
-13,931
150
$126K 0.05%
125,762
3 4 5
6
7