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
$140M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1 +$926K
2 +$365K
3 +$344K
4
EMR icon
Emerson Electric
EMR
+$247K
5
DE icon
Deere & Co
DE
+$244K

Top Sells

1 +$974K
2 +$390K
3 +$343K
4
WDC icon
Western Digital
WDC
+$306K
5
INTC icon
Intel
INTC
+$215K

Sector Composition

1 Technology 31.64%
2 Industrials 12.72%
3 Healthcare 11.11%
4 Consumer Discretionary 10.04%
5 Consumer Staples 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$123K 0.09%
+13,937
152
$81K 0.06%
20,945
-35
153
$66K 0.05%
63,108
-71
154
$59K 0.04%
47,567
-3,228
155
$36K 0.03%
36,798
-27
156
$18K 0.01%
11,248
+1,129
157
-215
158
-15,656
159
-9,182