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
$141M
AUM Growth
+$4.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$840K
2
+$401K
3
+$306K
4
C icon
Citigroup
C
+$290K
5
BH icon
Biglari Holdings Class B
BH
+$256K

Top Sells

1
+$1.32M
2
+$524K
3
+$249K
4
MRCY icon
Mercury Systems
MRCY
+$239K
5
MIDD icon
Middleby
MIDD
+$227K

Sector Composition

1 Technology 29.11%
2 Industrials 16.17%
3 Financials 13.27%
4 Consumer Discretionary 10.7%
5 Materials 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.69M 4.03%
235,540
2
$4.05M 2.87%
229,485
-699
3
$3.26M 2.31%
119,116
-1,012
4
$3.23M 2.29%
101,290
-250
5
$2.77M 1.96%
72,121
6
$2.29M 1.62%
56,793
-250
7
$2.09M 1.48%
285,190
8
$2.05M 1.45%
33,486
+5,000
9
$2.05M 1.45%
27,750
10
$1.94M 1.38%
242
11
$1.94M 1.37%
25,740
12
$1.92M 1.36%
50,428
-6,283
13
$1.82M 1.29%
41,823
-188
14
$1.81M 1.28%
68,678
-641
15
$1.81M 1.28%
30,680
16
$1.77M 1.26%
54,896
-2,389
17
$1.72M 1.22%
82,231
-1,098
18
$1.7M 1.21%
35,725
-200
19
$1.66M 1.17%
46,776
-246
20
$1.64M 1.16%
40,124
-85
21
$1.61M 1.14%
13,490
-62
22
$1.61M 1.14%
26,208
23
$1.56M 1.11%
196,604
-2,020
24
$1.54M 1.09%
15,748
-39
25
$1.53M 1.09%
83,317
1
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