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
$201M
AUM Growth
-$4.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$656K
2
+$632K
3
+$439K
4
TGT icon
Target
TGT
+$404K
5
EVH icon
Evolent Health
EVH
+$314K

Top Sells

1
+$2.58M
2
+$549K
3
+$534K
4
TTMI icon
TTM Technologies
TTMI
+$436K
5
RNAC icon
Cartesian Therapeutics
RNAC
+$236K

Sector Composition

1 Technology 21.81%
2 Industrials 14.01%
3 Consumer Discretionary 11.03%
4 Financials 9.19%
5 Healthcare 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$345K 0.17%
29,231
-536
127
$336K 0.17%
29,842
+1,738
128
$332K 0.17%
13,000
129
$323K 0.16%
5,831
-6
130
$320K 0.16%
1,809
131
$294K 0.15%
5,968
132
$288K 0.14%
+31,044
133
$273K 0.14%
8,825
+148
134
$262K 0.13%
2,357
135
$257K 0.13%
5,839
136
$250K 0.12%
6,740
137
$238K 0.12%
716
138
$224K 0.11%
34,255
139
$223K 0.11%
17,328
-144
140
$222K 0.11%
8,349
141
$221K 0.11%
10,356
142
$212K 0.11%
+3,868
143
$212K 0.11%
+643
144
$203K 0.1%
+2,042
145
$202K 0.1%
1,211
-50
146
$175K 0.09%
15,034
-206
147
$153K 0.08%
27,988
-616
148
$143K 0.07%
27,259
-581
149
$141K 0.07%
86,064
-328
150
$129K 0.06%
171,832
-405
3 4 5
6
7