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
$563M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$12.8M
2 +$11.3M
3 +$10.9M
4
PEGA icon
Pegasystems
PEGA
+$10.7M
5
PRGS icon
Progress Software
PRGS
+$10.3M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 16.77%
2 Technology 14.22%
3 Consumer Discretionary 13.69%
4 Financials 11.68%
5 Healthcare 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$213K 0.04%
+30,090
152
$159K 0.03%
+12,339