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
$143M
AUM Growth
+$2.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1 +$1.02M
2 +$483K
3 +$428K
4
GEOS icon
Geospace Technologies
GEOS
+$307K
5
DWSN icon
Dawson Geophysical
DWSN
+$306K

Top Sells

1 +$2.05M
2 +$413K
3 +$287K
4
INGR icon
Ingredion
INGR
+$261K
5
BBSI icon
Barrett Business Services
BBSI
+$176K

Sector Composition

1 Technology 29.16%
2 Industrials 15.56%
3 Financials 13.96%
4 Consumer Discretionary 12.09%
5 Materials 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$198K 0.14%
37,021
-3
152
$174K 0.12%
10,822
-1
153
$154K 0.11%
44,004
-3
154
$148K 0.1%
972
155
$118K 0.08%
41,065
-1
156
$75K 0.05%
12,084
157
$57K 0.04%
1,288
158
$1K ﹤0.01%
10,756
-30,671
159
-2,358
160
-17,352
161
-27,750