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
-$2.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$917K
2
+$651K
3
+$647K
4
KOP icon
Koppers
KOP
+$288K
5
DLTH icon
Duluth Holdings
DLTH
+$243K

Top Sells

1
+$641K
2
+$604K
3
+$498K
4
EXTR icon
Extreme Networks
EXTR
+$489K
5
KDP icon
Keurig Dr Pepper
KDP
+$443K

Sector Composition

1 Technology 28.82%
2 Industrials 16.56%
3 Financials 13.77%
4 Consumer Discretionary 10.43%
5 Materials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$377K 0.28%
4,125
127
$358K 0.26%
2,302
128
$337K 0.25%
2,052
-20
129
$336K 0.25%
4,200
130
$332K 0.24%
11,059
-100
131
$309K 0.23%
2,100
132
$297K 0.22%
5,721
133
$279K 0.2%
5,406
-52
134
$278K 0.2%
7,603
+15
135
$272K 0.2%
37,189
+29
136
$268K 0.2%
23,602
-100
137
$262K 0.19%
44,224
+453
138
$249K 0.18%
118,807
+1,562
139
$238K 0.17%
13,584
-86
140
$236K 0.17%
4,577
141
$236K 0.17%
6,400
142
$231K 0.17%
+4,400
143
$227K 0.17%
1,832
+23
144
$218K 0.16%
803
-814
145
$215K 0.16%
11,950
146
$214K 0.16%
2,458
147
$214K 0.16%
1,167
148
$202K 0.15%
3,000
149
$201K 0.15%
2,538
150
$193K 0.14%
37,864
-6
3 4 5
6
7