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
$141M
AUM Growth
+$4.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$840K
2
+$401K
3
+$306K
4
C icon
Citigroup
C
+$290K
5
BH icon
Biglari Holdings Class B
BH
+$256K

Top Sells

1
+$1.32M
2
+$524K
3
+$249K
4
MRCY icon
Mercury Systems
MRCY
+$239K
5
MIDD icon
Middleby
MIDD
+$227K

Sector Composition

1 Technology 29.11%
2 Industrials 16.17%
3 Financials 13.27%
4 Consumer Discretionary 10.7%
5 Materials 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$368K 0.26%
25,206
-415
127
$365K 0.26%
2,043
-9
128
$359K 0.25%
7,567
-36
129
$331K 0.23%
5,721
130
$322K 0.23%
2,302
131
$317K 0.22%
23,602
132
$311K 0.22%
11,034
-25
133
$307K 0.22%
11,950
134
$306K 0.22%
4,100
-100
135
$285K 0.2%
2,100
136
$284K 0.2%
10,192
-45
137
$275K 0.2%
1,909
-1,292
138
$268K 0.19%
37,688
-176
139
$261K 0.19%
2,358
-852
140
$251K 0.18%
5,384
-22
141
$247K 0.18%
4,577
142
$243K 0.17%
13,519
-65
143
$229K 0.16%
6,400
144
$229K 0.16%
44,007
-217
145
$224K 0.16%
37,024
-165
146
$224K 0.16%
14,256
-61
147
$206K 0.15%
4,400
148
$205K 0.15%
+4,471
149
$182K 0.13%
10,823
-47
150
$167K 0.12%
972
-4
3 4 5
6
7