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
$137M
AUM Growth
+$6.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$764K
2
+$607K
3
+$583K
4
DATA
Tableau Software, Inc.
DATA
+$514K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$461K

Top Sells

1
+$735K
2
+$723K
3
+$697K
4
PEGA icon
Pegasystems
PEGA
+$476K
5
CVS icon
CVS Health
CVS
+$441K

Sector Composition

1 Technology 27.95%
2 Industrials 17.35%
3 Financials 11.05%
4 Consumer Discretionary 9.49%
5 Materials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.75M 2.74%
233,940
-120
2
$2.83M 2.06%
70,115
-40
3
$2.4M 1.75%
133,222
-26,456
4
$2.39M 1.75%
57,835
-1,893
5
$2.38M 1.74%
191,170
-14,840
6
$2.32M 1.69%
170,215
-105
7
$2.2M 1.61%
38,000
-1,970
8
$2.11M 1.54%
28,161
-15
9
$2.05M 1.5%
82,502
-7,376
10
$2.03M 1.48%
45,534
-3,612
11
$2.02M 1.47%
66,752
-24,310
12
$1.99M 1.45%
27,890
13
$1.89M 1.38%
375,370
-38,368
14
$1.85M 1.35%
35,425
15
$1.83M 1.34%
239
-1
16
$1.82M 1.33%
37,704
-2,123
17
$1.78M 1.3%
124,138
-13,872
18
$1.7M 1.24%
21,810
-3,230
19
$1.67M 1.22%
35,105
-25
20
$1.57M 1.15%
64,903
-6,121
21
$1.49M 1.09%
40,345
-2,881
22
$1.48M 1.08%
121,360
-12,149
23
$1.48M 1.08%
9,297
-355
24
$1.43M 1.04%
30,962
-1,420
25
$1.42M 1.04%
40,901
-1,515
1
2 3 4 5