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
$184M
AUM Growth
-$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1 +$868K
2 +$845K
3 +$780K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$660K
5
WSFS icon
WSFS Financial
WSFS
+$611K

Top Sells

1 +$882K
2 +$730K
3 +$655K
4
JNJ icon
Johnson & Johnson
JNJ
+$636K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$589K

Sector Composition

1 Technology 29.69%
2 Industrials 13.61%
3 Consumer Discretionary 11.69%
4 Healthcare 10.59%
5 Financials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-19,930
177
-41,731
178
-26,808
179
-19,722