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
$130M
AUM Growth
-$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$925K
3
+$713K
4
QSR icon
Restaurant Brands International
QSR
+$355K
5
ENOV icon
Enovis
ENOV
+$307K

Top Sells

1
+$1.2M
2
+$1.03M
3
+$893K
4
DY icon
Dycom Industries
DY
+$880K
5
UTEK
Ultratech Inc.
UTEK
+$693K

Sector Composition

1 Technology 28.12%
2 Industrials 17.34%
3 Consumer Discretionary 10.24%
4 Financials 9.22%
5 Healthcare 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.9M 2.23%
234,060
+120
2
$2.82M 2.17%
206,010
-87,342
3
$2.35M 1.81%
159,678
-22,112
4
$2.26M 1.73%
70,155
+40
5
$2.24M 1.72%
91,062
-14,145
6
$2.09M 1.6%
59,728
-5,203
7
$1.95M 1.5%
170,320
+105
8
$1.94M 1.49%
28,176
+15
9
$1.91M 1.46%
138,010
-28,117
10
$1.86M 1.43%
413,738
-67,038
11
$1.82M 1.4%
52,012
-29,453
12
$1.78M 1.37%
27,890
-15
13
$1.77M 1.36%
89,878
+41
14
$1.7M 1.31%
39,970
-5,693
15
$1.69M 1.29%
71,024
-15,403
16
$1.65M 1.26%
39,827
-8,844
17
$1.61M 1.23%
49,146
-7,307
18
$1.6M 1.23%
25,040
+1,360
19
$1.52M 1.17%
75,591
-12,302
20
$1.48M 1.14%
256,495
+4,180
21
$1.47M 1.13%
9,652
+786
22
$1.44M 1.11%
27,449
-4,731
23
$1.43M 1.1%
16,181
-2,225
24
$1.43M 1.09%
35,130
+25
25
$1.42M 1.09%
177,925
-13,489
1
2 3 4 5