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
$140M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$926K
2
+$365K
3
+$344K
4
EMR icon
Emerson Electric
EMR
+$247K
5
DE icon
Deere & Co
DE
+$244K

Top Sells

1
+$974K
2
+$390K
3
+$343K
4
WDC icon
Western Digital
WDC
+$306K
5
INTC icon
Intel
INTC
+$215K

Sector Composition

1 Technology 31.64%
2 Industrials 12.72%
3 Healthcare 11.11%
4 Consumer Discretionary 10.04%
5 Consumer Staples 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$286K 0.2%
10,706
127
$285K 0.2%
27,602
-56
128
$279K 0.2%
27
129
$278K 0.2%
18,721
-20
130
$268K 0.19%
8,635
-4,515
131
$261K 0.19%
42,198
-86
132
$255K 0.18%
60,290
133
$255K 0.18%
974
134
$247K 0.18%
+3,768
135
$244K 0.17%
+1,102
136
$243K 0.17%
25,962
+1,781
137
$242K 0.17%
9,270
138
$239K 0.17%
9,908
139
$213K 0.15%
+1,836
140
$188K 0.13%
21,915
-45
141
$186K 0.13%
+12,217
142
$183K 0.13%
+17,110
143
$179K 0.13%
30,793
-63
144
$174K 0.12%
17,217
-34
145
$166K 0.12%
30,151
-62
146
$154K 0.11%
31,475
-62
147
$152K 0.11%
16,658
-33
148
$149K 0.11%
28,912
+14,420
149
$132K 0.09%
17,252
150
$129K 0.09%
54,781
3 4 5
6
7