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
$272M
AUM Growth
-$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.14M
3
+$898K
4
SMCI icon
Super Micro Computer
SMCI
+$531K
5
KMG
KMG Chemicals Inc
KMG
+$528K

Top Sells

1
+$7.03M
2
+$4.82M
3
+$3.04M
4
PEGA icon
Pegasystems
PEGA
+$2.91M
5
DY icon
Dycom Industries
DY
+$2.83M

Sector Composition

1 Technology 22.36%
2 Industrials 18.58%
3 Financials 12.82%
4 Consumer Discretionary 12.62%
5 Healthcare 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.35M 2.33%
516,182
-236,478
2
$5.82M 2.14%
50,943
-26,590
3
$5.53M 2.03%
226,434
-112,473
4
$5.51M 2.02%
116,565
-53,294
5
$5.36M 1.97%
74,058
-39,121
6
$5.23M 1.92%
42,140
-18,614
7
$5.05M 1.86%
317,597
-152,414
8
$4.87M 1.79%
108,381
-48,379
9
$4.72M 1.73%
264,420
-121,708
10
$4.64M 1.71%
145,582
-52,071
11
$4.61M 1.69%
147,748
-57,925
12
$4.51M 1.66%
412,092
-165,610
13
$4.44M 1.63%
180,135
-91,938
14
$4.42M 1.62%
143,418
-65,380
15
$4.39M 1.61%
56,516
-26,954
16
$4.31M 1.58%
108,423
-47,071
17
$4.31M 1.58%
52,510
-23,781
18
$4.31M 1.58%
279,065
-119,368
19
$4.1M 1.51%
344,658
-181,328
20
$3.89M 1.43%
145,127
-67,675
21
$3.73M 1.37%
191,377
-90,488
22
$3.65M 1.34%
488,906
+53,155
23
$3.6M 1.32%
467,198
-219,624
24
$3.47M 1.28%
164,450
-76,930
25
$3.39M 1.24%
579,719
-185,696
1
2 3 4 5