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
$145M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$539K
2
+$493K
3
+$489K
4
ALGN icon
Align Technology
ALGN
+$268K
5
KBR icon
KBR
KBR
+$245K

Top Sells

1
+$488K
2
+$406K
3
+$352K
4
PEGA icon
Pegasystems
PEGA
+$318K
5
AAPL icon
Apple
AAPL
+$260K

Sector Composition

1 Technology 33.07%
2 Industrials 16.39%
3 Financials 12.06%
4 Healthcare 10.13%
5 Consumer Discretionary 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.39M 3.73%
238,580
-5,100
2
$4.21M 2.91%
105,662
-7,986
3
$3.51M 2.43%
99,015
-3,500
4
$3.5M 2.42%
92,219
+2,372
5
$3.5M 2.41%
232,209
-7,339
6
$3.45M 2.38%
90,226
-2,650
7
$3.13M 2.16%
45,331
-2,907
8
$3.1M 2.14%
152,989
-9,971
9
$2.94M 2.03%
63,795
-2,945
10
$2.94M 2.03%
74,659
-1,201
11
$2.85M 1.97%
33,614
-928
12
$2.6M 1.8%
26,046
-957
13
$2.6M 1.8%
410,048
-9,150
14
$2.52M 1.74%
42,603
-3,098
15
$2.48M 1.72%
115,138
-3,120
16
$2.35M 1.62%
48,358
-2,781
17
$2.23M 1.54%
36,006
18
$1.94M 1.34%
35,333
-900
19
$1.84M 1.27%
42,771
-2,572
20
$1.78M 1.23%
38,164
-2,353
21
$1.73M 1.19%
719,310
-40,460
22
$1.7M 1.17%
12,432
-586
23
$1.58M 1.09%
56,447
-2,660
24
$1.58M 1.09%
38,726
-2,805
25
$1.45M 1%
38,142
-1,654
1
2 3 4 5