IIM

Ironwood Investment Management Portfolio holdings

AUM $229M
1-Year Est. Return 26.6%
This Quarter Est. Return
1 Year Est. Return
+26.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$823K
2
+$735K
3
+$382K
4
PFE icon
Pfizer
PFE
+$317K
5
PGY icon
Pagaya Technologies
PGY
+$300K

Top Sells

1
+$1.15M
2
+$911K
3
+$878K
4
SMAR
Smartsheet Inc.
SMAR
+$652K
5
MNTX
Manitex International, Inc.
MNTX
+$530K

Sector Composition

1 Technology 20.81%
2 Industrials 13.43%
3 Consumer Discretionary 10.42%
4 Financials 10.22%
5 Healthcare 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$254K 0.14%
55,432
127
$253K 0.14%
35,084
-3,509
128
$239K 0.13%
5,739
-100
129
$230K 0.13%
8,349
130
$230K 0.13%
2,330
-27
131
$227K 0.12%
2,042
132
$215K 0.12%
17,328
133
$214K 0.12%
5,968
134
$209K 0.11%
27,581
+14,820
135
$204K 0.11%
6,740
136
$202K 0.11%
3,855
-13
137
$181K 0.1%
28,409
-822
138
$169K 0.09%
15,448
+414
139
$168K 0.09%
25,022
140
$161K 0.09%
34,255
141
$160K 0.09%
10,356
142
$145K 0.08%
53,535
+6,327
143
$133K 0.07%
11,488
144
$131K 0.07%
163,934
-7,898
145
$127K 0.07%
26,291
-1,697
146
$105K 0.06%
25,102
-2,157
147
$99.5K 0.05%
24,140
-771
148
$82.2K 0.04%
24,979
-145
149
$75.3K 0.04%
19,218
+54
150
$66.8K 0.04%
+15,173
3 4 5
6
7