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
$137M
AUM Growth
+$6.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$764K
2
+$607K
3
+$583K
4
DATA
Tableau Software, Inc.
DATA
+$514K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$461K

Top Sells

1
+$735K
2
+$723K
3
+$697K
4
PEGA icon
Pegasystems
PEGA
+$476K
5
CVS icon
CVS Health
CVS
+$441K

Sector Composition

1 Technology 27.95%
2 Industrials 17.35%
3 Financials 11.05%
4 Consumer Discretionary 9.49%
5 Materials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$346K 0.25%
5,589
-89
127
$345K 0.25%
2,432
-37
128
$339K 0.25%
11,012
-40
129
$336K 0.25%
45,300
-7,176
130
$335K 0.24%
40,290
-4,515
131
$327K 0.24%
2,661
-43
132
$321K 0.23%
5,721
133
$318K 0.23%
46,297
-15,407
134
$313K 0.23%
+7,927
135
$311K 0.23%
2,657
-43
136
$311K 0.23%
16,796
-1,544
137
$310K 0.23%
9,338
-6,010
138
$308K 0.22%
2,141
-210
139
$295K 0.22%
25,136
-400
140
$286K 0.21%
1,324
-124
141
$282K 0.21%
4,200
142
$280K 0.2%
24,113
143
$270K 0.2%
6,270
-95
144
$269K 0.2%
1,683
-30
145
$264K 0.19%
2,238
-35
146
$264K 0.19%
3,736
-60
147
$260K 0.19%
+3,768
148
$256K 0.19%
4,123
+1
149
$253K 0.18%
6,400
-1,824
150
$250K 0.18%
11,326
-369
3 4 5
6
7