IIM
Ironwood Investment Management Portfolio holdings
AUM
$206M
This Quarter Return
-14.45%
1 Year Return
+21.74%
3 Year Return
+140.06%
5 Year Return
+272.77%
10 Year Return
+756.46%
AUM
$150M
AUM Growth
-$34.4M
(-19%)
Cap. Flow
-$3.32M
Cap. Flow
% of AUM
-2.22%
Top 10 Holdings %
Top 10 Hldgs %
23.21%
Holding
177
New
5
Increased
91
Reduced
32
Closed
11
Top Buys
| 1 |
Embecta
EMBC
|
$599K |
| 2 |
Snowflake
SNOW
|
$353K |
| 3 |
Kornit Digital
KRNT
|
$297K |
| 4 |
Agnico Eagle Mines
AEM
|
$279K |
| 5 |
Marqeta
MQ
|
$239K |
Top Sells
| 1 |
EPAY
Bottomline Technologies Inc
EPAY
|
$506K |
| 2 |
PayPal
PYPL
|
$429K |
| 3 |
Clorox
CLX
|
$423K |
| 4 |
Avis
CAR
|
$347K |
| 5 |
Snap
SNAP
|
$320K |
Sector Composition
| 1 | Technology | 28.82% |
| 2 | Industrials | 14.86% |
| 3 | Healthcare | 11.61% |
| 4 | Consumer Discretionary | 10.95% |
| 5 | Financials | 9.24% |
