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
$171M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$650K
2
+$510K
3
+$457K
4
CARG icon
CarGurus
CARG
+$382K
5
ABTC
American Bitcoin Corp
ABTC
+$334K

Top Sells

1
+$1.02M
2
+$954K
3
+$414K
4
WDAY icon
Workday
WDAY
+$349K
5
ECL icon
Ecolab
ECL
+$309K

Sector Composition

1 Technology 31.16%
2 Industrials 12.45%
3 Consumer Discretionary 11.41%
4 Healthcare 10.49%
5 Financials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$206K 0.12%
+4,847
152
$205K 0.12%
+17,067
153
$199K 0.12%
16,099
-559
154
$195K 0.11%
30,605
-870
155
$188K 0.11%
17,252
156
$164K 0.1%
20
-7
157
$163K 0.1%
54,781
158
$133K 0.08%
20,259
-686
159
$131K 0.08%
36,792
+7,880
160
$110K 0.06%
57,266
-5,842
161
$106K 0.06%
40,832
-6,735
162
$62K 0.04%
10,119
-1,129
163
– –
-36,798
164
– –
-1,548
165
– –
-4,061
166
– –
-4,460
167
– –
-31,582
3 4 5 6
7