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
$160M
AUM Growth
+$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$826K
2
+$570K
3
+$271K
4
TTMI icon
TTM Technologies
TTMI
+$249K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$208K

Top Sells

1
+$666K
2
+$589K
3
+$507K
4
SM icon
SM Energy
SM
+$243K
5
HWC icon
Hancock Whitney
HWC
+$216K

Sector Composition

1 Technology 30.07%
2 Industrials 13.77%
3 Consumer Discretionary 12.1%
4 Healthcare 10.57%
5 Financials 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$266K 0.17%
3,481
-978
127
$264K 0.17%
8,557
128
$263K 0.16%
6,295
+389
129
$238K 0.15%
1,224
130
$236K 0.15%
9,640
-650
131
$225K 0.14%
12,024
+1,071
132
$220K 0.14%
4,847
133
$216K 0.13%
6,816
+694
134
$210K 0.13%
680
135
$208K 0.13%
54,133
-757
136
$208K 0.13%
7,265
-346
137
$208K 0.13%
+507
138
$205K 0.13%
6,740
139
$188K 0.12%
15,992
-236
140
$187K 0.12%
11,744
-380
141
$173K 0.11%
44,512
142
$158K 0.1%
29,735
+2,121
143
$129K 0.08%
28,197
+1,785
144
$129K 0.08%
29,139
+1,313
145
$127K 0.08%
11,301
146
$120K 0.08%
22,862
147
$119K 0.07%
30,678
148
$118K 0.07%
23,575
149
$94.2K 0.06%
459
+34
150
$93.9K 0.06%
3,001
+93
3 4 5
6
7