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
$171M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$650K
2
+$510K
3
+$457K
4
CARG icon
CarGurus
CARG
+$382K
5
ABTC
American Bitcoin Corp
ABTC
+$334K

Top Sells

1
+$1.02M
2
+$954K
3
+$414K
4
WDAY icon
Workday
WDAY
+$349K
5
ECL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$349K 0.2%
11,381
+675
127
$345K 0.2%
26,650
-952
128
$337K 0.2%
17,110
129
$334K 0.2%
+51
130
$317K 0.19%
4,057
131
$315K 0.18%
36,754
-5,444
132
$313K 0.18%
19,076
-2,839
133
$312K 0.18%
3,884
+116
134
$309K 0.18%
11,643
-1,962
135
$307K 0.18%
25,699
-728
136
$303K 0.18%
10,008
+100
137
$296K 0.17%
1,102
138
$296K 0.17%
+7,610
139
$293K 0.17%
18,318
-403
140
$287K 0.17%
24,181
-1,781
141
$266K 0.16%
974
142
$257K 0.15%
14,990
-2,227
143
$254K 0.15%
+6,073
144
$253K 0.15%
29,893
-900
145
$248K 0.15%
+8,031
146
$244K 0.14%
1,836
147
$234K 0.14%
12,217
148
$229K 0.13%
+1,892
149
$229K 0.13%
+1,167
150
$223K 0.13%
13,937
3 4 5
6
7