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
$145M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$539K
2
+$493K
3
+$489K
4
ALGN icon
Align Technology
ALGN
+$268K
5
KBR icon
KBR
KBR
+$245K

Top Sells

1
+$488K
2
+$406K
3
+$352K
4
PEGA icon
Pegasystems
PEGA
+$318K
5
AAPL icon
Apple
AAPL
+$260K

Sector Composition

1 Technology 33.07%
2 Industrials 16.39%
3 Financials 12.06%
4 Healthcare 10.13%
5 Consumer Discretionary 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$268K 0.19%
+960
127
$253K 0.17%
104,700
128
$251K 0.17%
100,500
-21,990
129
$245K 0.17%
+8,031
130
$242K 0.17%
+27,740
131
$236K 0.16%
2,050
-464
132
$231K 0.16%
4,597
-68
133
$219K 0.15%
+6,400
134
$216K 0.15%
30,124
-5,334
135
$212K 0.15%
+4,841
136
$212K 0.15%
51,065
137
$165K 0.11%
15,623
138
$162K 0.11%
24,370
-5,221
139
$152K 0.11%
47,068
-13,894
140
$151K 0.1%
17,280
-3,522
141
$128K 0.09%
11,258
142
$120K 0.08%
11,386
-2,048
143
$117K 0.08%
10,369
144
$110K 0.08%
18
145
$94K 0.06%
12,558
146
$83K 0.06%
38,228
-1,801
147
$55K 0.04%
17,809
-17,219
148
$54K 0.04%
776
-153
149
$38K 0.03%
+15,776
150
– –
-4,636
3 4 5
6
7