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
$164M
AUM Growth
-$9.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$977K
3
+$795K
4
FTV icon
Fortive
FTV
+$313K
5
DRRX
DURECT Corp
DRRX
+$304K

Top Sells

1
+$2.48M
2
+$308K
3
+$273K
4
KRNT icon
Kornit Digital
KRNT
+$261K
5
QTRX icon
Quanterix
QTRX
+$255K

Sector Composition

1 Technology 28.23%
2 Industrials 12.94%
3 Consumer Discretionary 11.56%
4 Healthcare 10.7%
5 Financials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$106K 0.06%
27,129
+899
152
$51.6K 0.03%
19,258
-637
153
$47.4K 0.03%
27,741
-789
154
$34K 0.02%
2,861
-1
155
$32.1K 0.02%
433
-8
156
$24.3K 0.01%
58,625
-1,745
157
$21.8K 0.01%
12,801
-371
158
– –
-7,265
159
– –
-1,238
160
– –
-1,330
161
– –
-8,872
162
– –
-11,301
163
– –
-380
3 4 5 6
7