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
-$2.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$917K
2
+$651K
3
+$647K
4
KOP icon
Koppers
KOP
+$288K
5
DLTH icon
Duluth Holdings
DLTH
+$243K

Top Sells

1
+$641K
2
+$604K
3
+$498K
4
EXTR icon
Extreme Networks
EXTR
+$489K
5
KDP icon
Keurig Dr Pepper
KDP
+$443K

Sector Composition

1 Technology 28.82%
2 Industrials 16.56%
3 Financials 13.77%
4 Consumer Discretionary 10.43%
5 Materials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.88M 3.57%
235,540
-16,000
2
$3.64M 2.66%
120,128
-1,044
3
$3.52M 2.57%
230,184
-1,081
4
$3.04M 2.22%
101,540
5
$2.96M 2.17%
72,121
+7,000
6
$2.74M 2%
56,711
-3,774
7
$2.23M 1.63%
57,043
-424
8
$2.21M 1.61%
285,190
9
$2.2M 1.61%
198,624
-44,158
10
$1.98M 1.45%
25,740
11
$1.96M 1.43%
28,486
12
$1.94M 1.41%
83,329
-2,041
13
$1.84M 1.34%
30,680
14
$1.69M 1.23%
40,209
-209
15
$1.68M 1.23%
26,208
16
$1.66M 1.22%
27,750
17
$1.64M 1.2%
17,847
-224
18
$1.61M 1.18%
83,317
19
$1.6M 1.17%
13,552
-160
20
$1.59M 1.16%
69,319
-1,134
21
$1.55M 1.13%
242
22
$1.51M 1.1%
28,459
-194
23
$1.49M 1.09%
77,200
-1,964
24
$1.49M 1.09%
20,341
25
$1.45M 1.06%
22,220
1
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