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
$187M
AUM Growth
-$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$724K
3
+$569K
4
IRBT icon
iRobot
IRBT
+$461K
5
ANIK icon
Anika Therapeutics
ANIK
+$381K

Top Sells

1
+$1.94M
2
+$1.64M
3
+$1.31M
4
GFF icon
Griffon
GFF
+$1.21M
5
JPM icon
JPMorgan Chase
JPM
+$1.17M

Sector Composition

1 Technology 22.74%
2 Industrials 12.84%
3 Consumer Discretionary 10.51%
4 Healthcare 10.06%
5 Financials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$267K 0.14%
52,590
-36,434
127
$262K 0.14%
6,579
128
$260K 0.14%
5,968
129
$259K 0.14%
6,239
130
$251K 0.13%
6,740
131
$239K 0.13%
1,690
132
$234K 0.13%
2,357
133
$230K 0.12%
8,670
134
$229K 0.12%
55,432
135
$228K 0.12%
10,778
136
$225K 0.12%
716
137
$215K 0.12%
6,953
138
$211K 0.11%
+3,566
139
$210K 0.11%
+200
140
$197K 0.11%
15,064
-376
141
$175K 0.09%
25,022
142
$166K 0.09%
28,343
+117
143
$159K 0.08%
23,575
144
$158K 0.08%
+19,641
145
$150K 0.08%
25,432
-698
146
$143K 0.08%
15,131
+60
147
$142K 0.08%
38,593
+71
148
$142K 0.08%
25,941
+127
149
$135K 0.07%
11,488
150
$130K 0.07%
27,573
+113
3 4 5
6
7