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
$140M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$926K
2
+$365K
3
+$344K
4
EMR icon
Emerson Electric
EMR
+$247K
5
DE icon
Deere & Co
DE
+$244K

Top Sells

1
+$974K
2
+$390K
3
+$343K
4
WDC icon
Western Digital
WDC
+$306K
5
INTC icon
Intel
INTC
+$215K

Sector Composition

1 Technology 31.64%
2 Industrials 12.72%
3 Healthcare 11.11%
4 Consumer Discretionary 10.04%
5 Consumer Staples 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.87M 4.19%
96,928
-924
2
$4.5M 3.22%
40,278
-78
3
$3.78M 2.7%
22,213
-987
4
$3.56M 2.55%
545,881
+18,033
5
$3.36M 2.4%
43,397
-53
6
$3.19M 2.28%
50,065
+3,485
7
$2.85M 2.04%
36,734
-60
8
$2.58M 1.84%
29,157
+661
9
$2.52M 1.8%
59,042
-74
10
$2.15M 1.54%
163,816
+15,092
11
$2.15M 1.53%
145,600
-180
12
$2.11M 1.51%
185,068
+10,173
13
$2.1M 1.5%
100,296
+3,020
14
$2M 1.43%
25,458
+669
15
$1.96M 1.4%
54,277
-68
16
$1.82M 1.3%
7,248
-115
17
$1.81M 1.3%
46,074
-69
18
$1.76M 1.26%
32,195
-437
19
$1.63M 1.17%
9,872
+231
20
$1.58M 1.13%
11,248
-22
21
$1.54M 1.1%
71,124
-85
22
$1.51M 1.08%
107,680
+10,465
23
$1.49M 1.07%
566,050
-23,080
24
$1.49M 1.07%
87,249
-34
25
$1.48M 1.06%
51,888
+2,134
1
2 3 4 5