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
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$722K
3
+$708K
4
NVO icon
Novo Nordisk
NVO
+$659K
5
KSS icon
Kohl's
KSS
+$426K

Top Sells

1
+$1.01M
2
+$640K
3
+$536K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$432K
5
AYI icon
Acuity Brands
AYI
+$335K

Sector Composition

1 Technology 32.15%
2 Industrials 13.06%
3 Healthcare 11.3%
4 Financials 8.46%
5 Consumer Discretionary 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.95M 3.86%
97,852
-3,328
2
$3.63M 2.83%
23,200
-260
3
$3.42M 2.66%
43,450
-403
4
$3.38M 2.63%
40,356
-255
5
$2.83M 2.21%
46,580
+27,998
6
$2.65M 2.06%
36,794
-154
7
$2.37M 1.85%
145,780
-917
8
$2.12M 1.65%
59,116
-316
9
$2.07M 1.62%
174,895
+4,910
10
$2.02M 1.58%
87,283
-608
11
$1.98M 1.54%
148,724
-3,888
12
$1.88M 1.46%
28,496
-300
13
$1.83M 1.43%
97,276
+15,300
14
$1.7M 1.33%
24,789
-1,550
15
$1.68M 1.31%
71,209
-341
16
$1.67M 1.3%
589,130
+25,040
17
$1.64M 1.28%
97,215
+4,900
18
$1.55M 1.21%
49,754
-892
19
$1.52M 1.19%
527,848
+63,000
20
$1.52M 1.18%
32,632
-423
21
$1.46M 1.13%
46,143
-253
22
$1.39M 1.08%
66,700
+20,500
23
$1.38M 1.07%
7,363
-458
24
$1.35M 1.05%
9,778
-55
25
$1.34M 1.04%
54,345
-319
1
2 3 4 5