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
$142M
AUM Growth
+$4.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$934K
2
+$801K
3
+$411K
4
AZZ icon
AZZ Inc
AZZ
+$363K
5
UFPI icon
UFP Industries
UFPI
+$336K

Top Sells

1
+$1.13M
2
+$941K
3
+$908K
4
KATE
Kate Spade & Company
KATE
+$854K
5
FOE
Ferro Corporation
FOE
+$493K

Sector Composition

1 Technology 28.89%
2 Industrials 17.42%
3 Financials 12.83%
4 Consumer Discretionary 9.21%
5 Materials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.56M 2.5%
251,540
2
$3.56M 2.5%
231,265
+60,738
3
$3.5M 2.46%
121,424
-62
4
$3.24M 2.27%
70,121
5
$3.18M 2.24%
61,324
+20
6
$2.94M 2.07%
247,293
-6,022
7
$2.51M 1.77%
35,680
8
$2.44M 1.71%
57,524
-140
9
$2.29M 1.61%
28,486
10
$2.27M 1.6%
28,240
11
$2.1M 1.47%
285,190
+25,000
12
$2.08M 1.47%
101,540
13
$2.02M 1.42%
90,546
-22,100
14
$1.92M 1.35%
83,317
15
$1.77M 1.24%
35,925
16
$1.75M 1.23%
26,208
17
$1.71M 1.2%
40,482
18
$1.67M 1.17%
80,586
-2,327
19
$1.65M 1.16%
40,906
-1,450
20
$1.64M 1.15%
58,135
-207
21
$1.61M 1.13%
22,220
22
$1.6M 1.13%
110,512
-3,750
23
$1.6M 1.12%
242
24
$1.58M 1.11%
37,843
-1
25
$1.52M 1.07%
27,750
+400
1
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