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
$123M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1 +$1.1M
2 +$633K
3 +$463K
4
SMAR
Smartsheet Inc.
SMAR
+$357K
5
INGR icon
Ingredion
INGR
+$299K

Sector Composition

1 Technology 31.96%
2 Industrials 17.66%
3 Financials 12.5%
4 Consumer Discretionary 9.94%
5 Healthcare 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,103
152
-4,759
153
-95,751
154
-38,540
155
-58,557
156
-18,550
157
-7,708
158
-35,116
159
-20,381