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
$189M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$563K
2
+$536K
3
+$482K
4
RVI
Retail Value Inc. Common Shares
RVI
+$380K
5
AUPH icon
Aurinia Pharmaceuticals
AUPH
+$354K

Top Sells

1
+$701K
2
+$694K
3
+$559K
4
B
Barnes Group Inc.
B
+$372K
5
MSTR icon
Strategy Inc
MSTR
+$296K

Sector Composition

1 Technology 28.98%
2 Industrials 12.62%
3 Consumer Discretionary 12.42%
4 Healthcare 10.01%
5 Financials 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.43M 2.87%
94,934
-82
2
$5.31M 2.81%
33,426
+323
3
$5.12M 2.71%
530,348
4
$4.61M 2.44%
22,292
+159
5
$4.54M 2.4%
76,100
6
$3.86M 2.04%
52,499
-807
7
$3.84M 2.03%
50,621
+738
8
$3.8M 2.01%
24,056
-4,440
9
$3.54M 1.87%
101,776
+4,500
10
$3.23M 1.7%
54,923
-3,073
11
$3.13M 1.65%
31,133
-550
12
$3.07M 1.62%
36,091
+270
13
$3.04M 1.61%
176,432
+10,216
14
$3M 1.59%
42,469
15
$2.83M 1.49%
25,489
+1,100
16
$2.75M 1.45%
189,323
+7,827
17
$2.7M 1.43%
108,715
+4,000
18
$2.36M 1.25%
101,324
19
$2.22M 1.17%
60,642
-214
20
$2.21M 1.17%
170,316
+27,238
21
$2.12M 1.12%
543,500
+2,770
22
$2.08M 1.1%
49,420
+142
23
$1.84M 0.97%
302,640
24
$1.73M 0.92%
45,190
+130
25
$1.69M 0.89%
85,481
-272
1
2 3 4 5