IIM

Ironwood Investment Management Portfolio holdings

AUM $238M
1-Year Est. Return 32.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$4.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$936K
2
+$346K
3
+$316K
4
BDC icon
Belden
BDC
+$306K
5
C icon
Citigroup
C
+$299K

Top Sells

1
+$1.32M
2
+$507K
3
+$249K
4
MRCY icon
Mercury Systems
MRCY
+$243K
5
MIDD icon
Middleby
MIDD
+$227K

Sector Composition

1 Technology 29.11%
2 Industrials 16.17%
3 Financials 13.27%
4 Consumer Discretionary 10.7%
5 Materials 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$138K 0.1%
41,066
-89
152
$117K 0.08%
1,288
-5
153
$58K 0.04%
12,084
154
– –
-1,832
155
– –
-118,807
156
– –
-13,741
157
– –
-2,538
158
– –
-2,458
159
– –
-1,167
3 4 5 6
7