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
$150M
AUM Growth
-$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$599K
2
+$353K
3
+$297K
4
AEM icon
Agnico Eagle Mines
AEM
+$279K
5
MQ icon
Marqeta
MQ
+$239K

Top Sells

1
+$506K
2
+$429K
3
+$423K
4
CAR icon
Avis
CAR
+$347K
5
SNAP icon
Snap
SNAP
+$320K

Sector Composition

1 Technology 28.82%
2 Industrials 14.86%
3 Healthcare 11.61%
4 Consumer Discretionary 10.95%
5 Financials 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$279K 0.19%
+6,107
127
$278K 0.19%
10,936
128
$271K 0.18%
8,711
-40
129
$265K 0.18%
12,326
+3
130
$260K 0.17%
6,621
+3
131
$259K 0.17%
3,250
132
$256K 0.17%
3,101
+4
133
$251K 0.17%
1,836
134
$246K 0.16%
1,373
135
$239K 0.16%
+29,463
136
$239K 0.16%
6,990
-2,000
137
$228K 0.15%
31,296
+18
138
$226K 0.15%
9,875
139
$217K 0.15%
915
140
$216K 0.14%
5,436
141
$216K 0.14%
16,578
+15
142
$208K 0.14%
7,517
143
$206K 0.14%
6,073
144
$202K 0.14%
4,847
145
$202K 0.14%
4,559
+2
146
$200K 0.13%
30,602
+22
147
$199K 0.13%
42,028
+47
148
$187K 0.13%
60,384
+46
149
$177K 0.12%
13,324
-6,900
150
$175K 0.12%
28,055
3 4 5
6
7