IIM
Ironwood Investment Management Portfolio holdings
AUM
$206M
1-Year Return
21.74%
This Quarter Return
+29.92%
1 Year Return
+21.74%
3 Year Return
+140.06%
5 Year Return
+272.77%
10 Year Return
+756.46%
AUM
$171M
AUM Growth
+$30.9M
(+22%)
Cap. Flow
-$2.94M
Cap. Flow
% of AUM
-1.72%
Top 10 Holdings %
Top 10 Hldgs %
23.72%
Holding
171
New
11
Increased
24
Reduced
110
Closed
5
Top Buys
| 1 |
PayPal
PYPL
|
$650K |
| 2 |
Illumina
ILMN
|
$510K |
| 3 |
BPFH
Boston Private Financial Holdings, Inc.
BPFH
|
$457K |
| 4 |
CarGurus
CARG
|
$382K |
| 5 |
ABTC
American Bitcoin Corp. Class A Common Stock
ABTC
|
$334K |
Top Sells
| 1 |
Freshpet
FRPT
|
$1.02M |
| 2 |
Okta
OKTA
|
$954K |
| 3 |
Eaton
ETN
|
$414K |
| 4 |
Workday
WDAY
|
$349K |
| 5 |
Ecolab
ECL
|
$309K |
Sector Composition
| 1 | Technology | 31.16% |
| 2 | Industrials | 12.45% |
| 3 | Consumer Discretionary | 11.41% |
| 4 | Healthcare | 10.49% |
| 5 | Financials | 8.83% |
