IIM
Ironwood Investment Management Portfolio holdings
AUM
$206M
1-Year Return
21.74%
This Quarter Return
+6.13%
1 Year Return
+21.74%
3 Year Return
+140.06%
5 Year Return
+272.77%
10 Year Return
+756.46%
AUM
$198M
AUM Growth
+$8.96M
(+4.7%)
Cap. Flow
+$70.5K
Cap. Flow
% of AUM
0.04%
Top 10 Holdings %
Top 10 Hldgs %
23.24%
Holding
173
New
2
Increased
36
Reduced
83
Closed
–
Top Buys
| 1 |
CALT
Calliditas Therapeutics AB American Depositary Shares
CALT
|
$468K |
| 2 |
Babcock & Wilcox
BW
|
$439K |
| 3 |
Webster Financial
WBS
|
$288K |
| 4 |
BHR
Braemar Hotels & Resorts
BHR
|
$124K |
| 5 |
Cisco
CSCO
|
$79.5K |
Top Sells
| 1 |
TTM Technologies
TTMI
|
$218K |
| 2 |
GE Aerospace
GE
|
$189K |
| 3 |
NCR Voyix
VYX
|
$160K |
| 4 |
Freshpet
FRPT
|
$121K |
| 5 |
Goldman Sachs
GS
|
$114K |
Sector Composition
| 1 | Technology | 30.14% |
| 2 | Consumer Discretionary | 12.3% |
| 3 | Industrials | 11.98% |
| 4 | Healthcare | 10.13% |
| 5 | Financials | 9.61% |
