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
$128M
AUM Growth
+$4.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$626K
2
+$271K
3
+$240K
4
DOV icon
Dover
DOV
+$205K
5
KBR icon
KBR
KBR
+$200K

Top Sells

1
+$710K
2
+$512K
3
+$322K
4
GME icon
GameStop
GME
+$310K
5
DHR icon
Danaher
DHR
+$220K

Sector Composition

1 Technology 32.39%
2 Industrials 17.58%
3 Financials 12.99%
4 Consumer Discretionary 9.36%
5 Healthcare 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.98M 3.89%
241,064
-12
2
$4.07M 3.18%
114,192
-1,040
3
$3.42M 2.67%
48,582
-217
4
$2.81M 2.2%
99,990
5
$2.67M 2.09%
91,011
6
$2.52M 1.97%
15,152
-105
7
$2.42M 1.89%
236,870
-23
8
$2.3M 1.8%
67,060
-23
9
$2.29M 1.79%
285,190
10
$2.24M 1.75%
78,399
-10
11
$2.21M 1.72%
51,357
-21
12
$2.15M 1.68%
26,220
13
$2.1M 1.64%
46,142
-25
14
$2.03M 1.59%
34,086
+600
15
$1.91M 1.49%
26,740
+1,000
16
$1.73M 1.35%
30,680
17
$1.71M 1.34%
35,864
-11
18
$1.7M 1.32%
36,391
-111
19
$1.69M 1.32%
13,147
-3
20
$1.65M 1.29%
86,635
21
$1.59M 1.24%
12,998
-4
22
$1.54M 1.21%
45,477
-21
23
$1.46M 1.14%
40,400
+991
24
$1.37M 1.07%
39,933
-12
25
$1.33M 1.04%
685,430
-130
1
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