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
$205M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.2M
3
+$894K
4
GM icon
General Motors
GM
+$762K
5
EVH icon
Evolent Health
EVH
+$683K

Top Sells

1
+$1.71M
2
+$999K
3
+$215K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$210K
5
FITB icon
Fifth Third Bancorp
FITB
+$193K

Sector Composition

1 Technology 23.04%
2 Industrials 13.29%
3 Consumer Discretionary 10.73%
4 Healthcare 9.06%
5 Financials 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$337K 0.16%
11,229
+148
127
$323K 0.16%
6,239
128
$315K 0.15%
55,432
129
$285K 0.14%
5,968
130
$275K 0.13%
1,809
-55
131
$259K 0.13%
15,400
+336
132
$244K 0.12%
8,349
-321
133
$239K 0.12%
6,740
134
$237K 0.12%
716
135
$236K 0.11%
+14,631
136
$232K 0.11%
5,839
-740
137
$231K 0.11%
34,255
+14,614
138
$231K 0.11%
172,237
-39,734
139
$227K 0.11%
2,357
140
$224K 0.11%
+8,677
141
$215K 0.1%
1,261
-429
142
$212K 0.1%
10,356
-422
143
$206K 0.1%
+333
144
$205K 0.1%
+1,830
145
$200K 0.1%
+3,074
146
$200K 0.1%
+3,975
147
$186K 0.09%
38,700
148
$177K 0.09%
15,240
+109
149
$176K 0.09%
86,392
+2,747
150
$168K 0.08%
23,575
3 4 5
6
7