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
$128M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$722K
3
+$708K
4
NVO icon
Novo Nordisk
NVO
+$659K
5
KSS icon
Kohl's
KSS
+$426K

Top Sells

1
+$1.01M
2
+$640K
3
+$536K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$432K
5
AYI icon
Acuity Brands
AYI
+$335K

Sector Composition

1 Technology 32.15%
2 Industrials 13.06%
3 Healthcare 11.3%
4 Financials 8.46%
5 Consumer Discretionary 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-3,907
152
– –
-28,039
153
– –
-2,302
154
– –
-10,675
155
– –
-690
156
– –
-11,409
157
– –
-12,616
158
– –
-24,129
159
– –
-4,086
3 4 5 6
7