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
$128M
AUM Growth
+$4.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$626K
2
+$271K
3
+$240K
4
DOV icon
Dover
DOV
+$205K
5
KBR icon
KBR
KBR
+$200K

Top Sells

1
+$710K
2
+$512K
3
+$322K
4
GME icon
GameStop
GME
+$310K
5
DHR icon
Danaher
DHR
+$220K

Sector Composition

1 Technology 32.39%
2 Industrials 17.58%
3 Financials 12.99%
4 Consumer Discretionary 9.36%
5 Healthcare 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$243K 0.19%
39,731
+21,961
127
$213K 0.17%
4,300
128
$208K 0.16%
5,182
-6
129
$206K 0.16%
4,677
130
$205K 0.16%
+2,050
131
$200K 0.16%
+8,031
132
$196K 0.15%
35,595
-20
133
$188K 0.15%
23,651
-13
134
$187K 0.15%
20,892
-8
135
$178K 0.14%
36,502
-13
136
$172K 0.13%
15,623
-13,021
137
$164K 0.13%
51,922
-4,319
138
$155K 0.12%
13,483
-7
139
$150K 0.12%
27,750
-16,327
140
$150K 0.12%
11,950
141
$93K 0.07%
40,118
-11
142
$93K 0.07%
19,022
-10
143
$60K 0.05%
933
144
$40K 0.03%
15,811
-26,470
145
$37K 0.03%
1,256
-2,095
146
$14K 0.01%
11,119
147
– –
-12,836
148
– –
-1,971
149
– –
-12,590
150
– –
-122,080
3 4 5
6
7