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
$164M
AUM Growth
-$9.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$977K
3
+$795K
4
FTV icon
Fortive
FTV
+$313K
5
DRRX
DURECT Corp
DRRX
+$304K

Top Sells

1
+$2.48M
2
+$308K
3
+$273K
4
KRNT icon
Kornit Digital
KRNT
+$261K
5
QTRX icon
Quanterix
QTRX
+$255K

Sector Composition

1 Technology 28.23%
2 Industrials 12.94%
3 Consumer Discretionary 11.56%
4 Healthcare 10.7%
5 Financials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$244K 0.15%
814
127
$242K 0.15%
40,252
-978
128
$241K 0.15%
+906
129
$238K 0.15%
680
130
$234K 0.14%
16,581
+84
131
$231K 0.14%
9,640
132
$223K 0.14%
6,530
+146
133
$220K 0.13%
1,224
134
$219K 0.13%
5,968
-2,589
135
$218K 0.13%
28,550
-961
136
$217K 0.13%
507
137
$207K 0.13%
4,847
138
$204K 0.12%
11,744
139
$203K 0.12%
1,915
-185
140
$199K 0.12%
11,340
-390
141
$190K 0.12%
5,971
-201
142
$174K 0.11%
14,000
+2,500
143
$160K 0.1%
27,867
-964
144
$160K 0.1%
26,687
-923
145
$152K 0.09%
23,575
146
$144K 0.09%
15,248
-510
147
$134K 0.08%
44,512
148
$111K 0.07%
22,862
149
$108K 0.07%
2,271
-77
150
$106K 0.06%
30,678
3 4 5
6
7