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
$202M
AUM Growth
+$9.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$747K
2
+$607K
3
+$589K
4
ENOV icon
Enovis
ENOV
+$543K
5
EVBG
Everbridge, Inc. Common Stock
EVBG
+$516K

Top Sells

1
+$826K
2
+$770K
3
+$560K
4
XOM icon
Exxon Mobil
XOM
+$355K
5
GT icon
Goodyear
GT
+$301K

Sector Composition

1 Technology 31.87%
2 Industrials 12.41%
3 Consumer Discretionary 11.63%
4 Healthcare 11.63%
5 Financials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$427K 0.21%
9,070
127
$423K 0.21%
13,616
+429
128
$415K 0.21%
9,333
-200
129
$412K 0.2%
1,995
130
$410K 0.2%
12,197
+296
131
$409K 0.2%
16,528
132
$401K 0.2%
1,892
133
$393K 0.19%
+29,613
134
$378K 0.19%
1,102
135
$333K 0.16%
6,995
136
$329K 0.16%
11,112
137
$326K 0.16%
1,836
138
$322K 0.16%
5,465
139
$322K 0.16%
20,420
140
$320K 0.16%
951
141
$318K 0.16%
43,897
142
$304K 0.15%
30,723
+568
143
$302K 0.15%
3,250
-250
144
$299K 0.15%
6,073
145
$296K 0.15%
5,900
-500
146
$282K 0.14%
4,847
147
$281K 0.14%
3,671
148
$279K 0.14%
5,000
-400
149
$274K 0.14%
+1,319
150
$270K 0.13%
40,336
-170
4 5
6
7 8