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
$171M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$650K
2
+$510K
3
+$457K
4
CARG icon
CarGurus
CARG
+$382K
5
ABTC
American Bitcoin Corp
ABTC
+$334K

Top Sells

1
+$1.02M
2
+$954K
3
+$414K
4
WDAY icon
Workday
WDAY
+$349K
5
ECL icon
Ecolab
ECL
+$309K

Sector Composition

1 Technology 31.16%
2 Industrials 12.45%
3 Consumer Discretionary 11.41%
4 Healthcare 10.49%
5 Financials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.33M 3.71%
95,016
-1,912
2
$4.7M 2.75%
33,103
-7,175
3
$4.59M 2.69%
530,348
-15,533
4
$4.31M 2.52%
22,133
-80
5
$3.74M 2.19%
42,469
-928
6
$3.74M 2.19%
28,496
-661
7
$3.64M 2.13%
49,883
-182
8
$3.3M 1.93%
35,821
-913
9
$3.1M 1.81%
76,100
-2,300
10
$3.08M 1.8%
53,306
-971
11
$3.03M 1.77%
97,276
-3,020
12
$2.83M 1.66%
166,216
+2,400
13
$2.76M 1.62%
57,996
-1,046
14
$2.5M 1.47%
181,496
-3,572
15
$2.37M 1.39%
24,389
-1,069
16
$2.33M 1.37%
101,324
-2,310
17
$2.31M 1.35%
31,683
-512
18
$2.18M 1.28%
10,938
-310
19
$2.17M 1.27%
104,715
-2,965
20
$1.98M 1.16%
143,078
-2,522
21
$1.97M 1.15%
45,060
-1,014
22
$1.89M 1.1%
49,278
-2,610
23
$1.83M 1.07%
25,681
-607
24
$1.77M 1.04%
85,753
-1,496
25
$1.71M 1%
540,730
-25,320
1
2 3 4 5