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
$133M
AUM Growth
+$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1 +$1.24M
2 +$966K
3 +$612K
4
ARW icon
Arrow Electronics
ARW
+$582K
5
COHR icon
Coherent
COHR
+$467K

Top Sells

1 +$2.21M
2 +$433K
3 +$344K
4
TDY icon
Teledyne Technologies
TDY
+$231K
5
HWC icon
Hancock Whitney
HWC
+$208K

Sector Composition

1 Technology 33.46%
2 Industrials 17.47%
3 Financials 12.15%
4 Consumer Discretionary 9.84%
5 Healthcare 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-19,022
152
-11,119
153
-23,651