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
$205M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$770K
3
+$767K
4
GPI icon
Group 1 Automotive
GPI
+$701K
5
GFF icon
Griffon
GFF
+$697K

Top Sells

1
+$23.2M
2
+$5.18M
3
+$729K
4
COLB icon
Columbia Banking Systems
COLB
+$525K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$430K

Sector Composition

1 Technology 24.4%
2 Industrials 14.2%
3 Consumer Discretionary 12.41%
4 Healthcare 10.12%
5 Financials 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$177K 0.09%
15,440
-82
152
$154K 0.08%
27,460
-148
153
$154K 0.08%
25,814
-43
154
$153K 0.07%
28,226
+235
155
$146K 0.07%
15,071
-144
156
$136K 0.07%
+11,488
157
$133K 0.06%
38,700
158
$125K 0.06%
25,830
-1,217
159
$115K 0.06%
5,894
+206
160
$97.2K 0.05%
86,024
+6,310
161
$62.3K 0.03%
+21,494
162
$59.8K 0.03%
18,692
-174
163
$35.1K 0.02%
2,265
+235
164
$26K 0.01%
12,689
+1,006
165
$25.3K 0.01%
2,801
+286
166
– –
-1,224
167
– –
-2,141
168
– –
-24,632
169
– –
-507
170
– –
-2,639
171
– –
-5,879
172
– –
-385
173
– –
-174,540
3 4 5 6
7