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
$145M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1 +$539K
2 +$493K
3 +$489K
4
ALGN icon
Align Technology
ALGN
+$268K
5
KBR icon
KBR
KBR
+$245K

Top Sells

1 +$488K
2 +$406K
3 +$352K
4
PEGA icon
Pegasystems
PEGA
+$318K
5
AAPL icon
Apple
AAPL
+$260K

Sector Composition

1 Technology 33.07%
2 Industrials 16.39%
3 Financials 12.06%
4 Healthcare 10.13%
5 Consumer Discretionary 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-3,728
152
-1,256
153
-35,815
154
-2,078