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
$133M
AUM Growth
+$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$966K
3
+$612K
4
ARW icon
Arrow Electronics
ARW
+$582K
5
COHR icon
Coherent
COHR
+$467K

Top Sells

1
+$2.21M
2
+$433K
3
+$344K
4
TDY icon
Teledyne Technologies
TDY
+$231K
5
HWC icon
Hancock Whitney
HWC
+$208K

Sector Composition

1 Technology 33.46%
2 Industrials 17.47%
3 Financials 12.15%
4 Consumer Discretionary 9.84%
5 Healthcare 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.41M 4.05%
243,680
+2,616
2
$3.92M 2.93%
48,238
-344
3
$3.87M 2.9%
113,648
-544
4
$3.33M 2.5%
102,515
+2,525
5
$3.02M 2.26%
419,198
+134,008
6
$2.92M 2.19%
239,548
+2,678
7
$2.71M 2.03%
92,876
+1,865
8
$2.58M 1.93%
34,542
+7,802
9
$2.58M 1.93%
66,740
-320
10
$2.55M 1.91%
75,860
-2,539
11
$2.49M 1.87%
27,003
+783
12
$2.43M 1.82%
51,139
-218
13
$2.29M 1.72%
118,258
+31,623
14
$2.27M 1.7%
45,701
-441
15
$1.93M 1.45%
36,233
+2,147
16
$1.86M 1.39%
36,006
+5,326
17
$1.76M 1.32%
13,018
-129
18
$1.71M 1.28%
35,766
-625
19
$1.69M 1.27%
12,967
-31
20
$1.65M 1.24%
89,847
-310
21
$1.62M 1.22%
45,343
-134
22
$1.53M 1.15%
41,531
+1,131
23
$1.46M 1.09%
759,770
+74,340
24
$1.3M 0.97%
67,312
-232
25
$1.25M 0.93%
39,796
-137
1
2 3 4 5