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
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$722K
3
+$708K
4
NVO icon
Novo Nordisk
NVO
+$659K
5
KSS icon
Kohl's
KSS
+$426K

Top Sells

1
+$1.01M
2
+$640K
3
+$536K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$432K
5
AYI icon
Acuity Brands
AYI
+$335K

Sector Composition

1 Technology 32.15%
2 Industrials 13.06%
3 Healthcare 11.3%
4 Financials 8.46%
5 Consumer Discretionary 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$261K 0.2%
10,706
-86
127
$242K 0.19%
31,607
-174
128
$235K 0.18%
9,908
-36
129
$235K 0.18%
24,181
-79
130
$221K 0.17%
+974
131
$219K 0.17%
30,856
-173
132
$218K 0.17%
+9,270
133
$209K 0.16%
26,467
-172
134
$208K 0.16%
30,213
-164
135
$195K 0.15%
21,960
-130
136
$192K 0.15%
16,691
-92
137
$190K 0.15%
17,251
-3,669
138
$183K 0.14%
60,290
139
$183K 0.14%
27
140
$155K 0.12%
215
-3
141
$154K 0.12%
31,537
-172
142
$154K 0.12%
17,252
-72
143
$141K 0.11%
63,179
-356
144
$140K 0.11%
54,781
-57,052
145
$118K 0.09%
14,492
+3,234
146
$82K 0.06%
20,980
-115
147
$78K 0.06%
815
-5
148
$45K 0.04%
50,795
+1,231
149
$39K 0.03%
36,825
-223
150
$38K 0.03%
10,119
3 4 5
6
7