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
$201M
AUM Growth
-$4.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$656K
2
+$632K
3
+$439K
4
TGT icon
Target
TGT
+$404K
5
EVH icon
Evolent Health
EVH
+$314K

Top Sells

1
+$2.58M
2
+$549K
3
+$534K
4
TTMI icon
TTM Technologies
TTMI
+$436K
5
RNAC icon
Cartesian Therapeutics
RNAC
+$236K

Sector Composition

1 Technology 21.81%
2 Industrials 14.01%
3 Consumer Discretionary 11.03%
4 Financials 9.19%
5 Healthcare 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$125K 0.06%
25,124
+462
152
$111K 0.06%
35,963
-2,696
153
$109K 0.05%
25,022
154
$103K 0.05%
12,761
155
$97.3K 0.05%
11,488
156
$94.4K 0.05%
24,911
-1,299
157
$79.7K 0.04%
19,164
+239
158
$43.8K 0.02%
21,494
159
$40.2K 0.02%
12,566
-419
160
$32.9K 0.02%
1,979
-302
161
– –
-3,975
162
– –
-9,500
163
– –
-3,074
164
– –
-2,842
165
– –
-14,631
166
– –
-333
167
– –
-1,830
168
– –
-38,700
169
– –
-25,751
170
– –
-156,070
171
– –
-34,148
172
– –
-23,575
3 4 5 6
7