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
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.2M
3
+$894K
4
GM icon
General Motors
GM
+$762K
5
EVH icon
Evolent Health
EVH
+$683K

Top Sells

1
+$1.71M
2
+$999K
3
+$215K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$210K
5
FITB icon
Fifth Third Bancorp
FITB
+$193K

Sector Composition

1 Technology 23.04%
2 Industrials 13.29%
3 Consumer Discretionary 10.73%
4 Healthcare 9.06%
5 Financials 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$166K 0.08%
28,604
+261
152
$152K 0.07%
27,840
+267
153
$151K 0.07%
25,022
154
$145K 0.07%
38,659
+66
155
$145K 0.07%
24,662
-770
156
$133K 0.06%
11,488
157
$129K 0.06%
26,210
+269
158
$117K 0.06%
12,761
159
$90.5K 0.04%
156,070
+5,983
160
$65.3K 0.03%
21,494
161
$61.8K 0.03%
25,751
+453
162
$61.5K 0.03%
18,925
+160
163
$43.2K 0.02%
2,281
+116
164
$29.1K 0.01%
12,985
+233
165
$22K 0.01%
2,842
+141
166
– –
-6,953
167
– –
-200
168
– –
-25,627
3 4 5 6
7