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
$143M
AUM Growth
+$2.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$483K
3
+$428K
4
GEOS icon
Geospace Technologies
GEOS
+$307K
5
DWSN icon
Dawson Geophysical
DWSN
+$306K

Top Sells

1
+$2.05M
2
+$413K
3
+$287K
4
INGR icon
Ingredion
INGR
+$261K
5
BBSI icon
Barrett Business Services
BBSI
+$176K

Sector Composition

1 Technology 29.16%
2 Industrials 15.56%
3 Financials 13.96%
4 Consumer Discretionary 12.09%
5 Materials 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.76M 2.62%
225,020
-10,520
2
$3.72M 2.6%
118,820
-296
3
$3.65M 2.55%
229,482
-3
4
$3.63M 2.53%
99,990
-1,300
5
$2.79M 1.95%
50,391
-37
6
$2.61M 1.82%
285,190
7
$2.54M 1.78%
17,770
-1
8
$2.39M 1.67%
33,486
9
$2.25M 1.57%
72,121
10
$2.18M 1.52%
30,680
11
$2.07M 1.45%
52,938
-1,958
12
$2.06M 1.44%
56,792
-1
13
$1.92M 1.34%
41,795
-28
14
$1.9M 1.33%
25,740
15
$1.87M 1.31%
80,684
-1,547
16
$1.85M 1.29%
20,341
17
$1.83M 1.28%
68,609
-69
18
$1.76M 1.23%
47,997
-3
19
$1.76M 1.23%
15,748
20
$1.72M 1.2%
36,669
-26
21
$1.66M 1.16%
13,454
-36
22
$1.65M 1.15%
46,773
-3
23
$1.61M 1.12%
51,073
-3
24
$1.59M 1.11%
35,725
25
$1.58M 1.11%
84,197
+6,396
1
2 3 4 5