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
$133M
AUM Growth
+$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$966K
3
+$612K
4
ARW icon
Arrow Electronics
ARW
+$582K
5
COHR icon
Coherent
COHR
+$467K

Top Sells

1
+$2.21M
2
+$433K
3
+$344K
4
TDY icon
Teledyne Technologies
TDY
+$231K
5
HWC icon
Hancock Whitney
HWC
+$208K

Sector Composition

1 Technology 33.46%
2 Industrials 17.47%
3 Financials 12.15%
4 Consumer Discretionary 9.84%
5 Healthcare 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$250K 0.19%
2,514
+464
127
$243K 0.18%
60,962
-38,807
128
$240K 0.18%
20,802
-90
129
$220K 0.16%
122,490
-2,112
130
$211K 0.16%
4,665
-12
131
$205K 0.15%
35,028
-1,474
132
$202K 0.15%
104,700
+52,778
133
$190K 0.14%
+388
134
$188K 0.14%
35,458
-137
135
$184K 0.14%
51,065
+23,315
136
$179K 0.13%
29,591
-1,280
137
$156K 0.12%
15,623
138
$128K 0.1%
+18
139
$115K 0.09%
13,434
-49
140
$106K 0.08%
+11,258
141
$100K 0.07%
10,369
-1,581
142
$95K 0.07%
40,029
-89
143
$83K 0.06%
+12,558
144
$74K 0.06%
929
-4
145
$31K 0.02%
1,256
146
– –
-15,811
147
– –
-5,182
148
– –
-4,170
149
– –
-8,031
150
– –
-10,777
3 4 5
6
7