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
$128M
AUM Growth
+$4.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1 +$624K
2 +$270K
3 +$230K
4
DOV icon
Dover
DOV
+$197K
5
RTN
Raytheon Company
RTN
+$185K

Top Sells

1 +$710K
2 +$512K
3 +$322K
4
GME icon
GameStop
GME
+$310K
5
DHR icon
Danaher
DHR
+$206K

Sector Composition

1 Technology 32.39%
2 Industrials 17.58%
3 Financials 12.99%
4 Consumer Discretionary 9.36%
5 Healthcare 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-30,649
152
-1,971
153
-12,590