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
$193M
AUM Growth
-$5.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$535K
2
+$258K
3
+$239K
4
HWC icon
Hancock Whitney
HWC
+$207K
5
SDC
SmileDirectClub, Inc. Class A Common Stock
SDC
+$199K

Top Sells

1
+$1.23M
2
+$1.09M
3
+$786K
4
CADE
Cadence Bancorporation
CADE
+$438K
5
SWN
Southwestern Energy Company
SWN
+$175K

Sector Composition

1 Technology 31.36%
2 Consumer Discretionary 12.1%
3 Industrials 11.48%
4 Healthcare 11.24%
5 Financials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$387K 0.2%
40,506
+13
127
$383K 0.2%
1,995
-105
128
$374K 0.19%
11,901
+10
129
$369K 0.19%
1,102
130
$354K 0.18%
45,074
+38
131
$351K 0.18%
5,465
-91
132
$349K 0.18%
3,671
+1
133
$345K 0.18%
30,155
+28
134
$339K 0.18%
11,112
-123
135
$334K 0.17%
62,717
+37,393
136
$330K 0.17%
3,500
-384
137
$328K 0.17%
1,892
138
$328K 0.17%
6,400
+500
139
$323K 0.17%
951
-10
140
$309K 0.16%
12,307
141
$301K 0.16%
17,007
142
$301K 0.16%
53
+2
143
$294K 0.15%
5,400
144
$291K 0.15%
20,420
-2,081
145
$280K 0.15%
13,096
146
$276K 0.14%
6,995
147
$276K 0.14%
3,671
-200
148
$274K 0.14%
15,994
+12
149
$273K 0.14%
43,897
150
$264K 0.14%
16,528
3 4 5
6
7