IIM
Ironwood Investment Management Portfolio holdings
AUM
$206M
This Quarter Return
-5.28%
1 Year Return
+21.74%
3 Year Return
+140.06%
5 Year Return
+272.77%
10 Year Return
+756.46%
AUM
$184M
AUM Growth
+$184M
(-9%)
Cap. Flow
-$907K
Cap. Flow
% of AUM
-0.49%
Top 10 Holdings %
Top 10 Hldgs %
23.89%
Holding
184
New
4
Increased
78
Reduced
48
Closed
12
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$868K |
| 2 |
IMGN
Immunogen Inc
IMGN
|
$845K |
| 3 |
Adobe
ADBE
|
$780K |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$660K |
| 5 |
WSFS Financial
WSFS
|
$611K |
Top Sells
| 1 |
Air Products & Chemicals
APD
|
$882K |
| 2 |
KRA
Kraton Corporation
KRA
|
$730K |
| 3 |
BMTC
Bryn Mawr Bank Corp
BMTC
|
$655K |
| 4 |
Johnson & Johnson
JNJ
|
$636K |
| 5 |
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% |