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
$193M
AUM Growth
-$5.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$535K
2
+$258K
3
+$239K
4
HWC icon
Hancock Whitney
HWC
+$207K
5
SDC
SmileDirectClub, Inc. Class A Common Stock
SDC
+$199K

Top Sells

1
+$1.23M
2
+$1.09M
3
+$786K
4
CADE
Cadence Bancorporation
CADE
+$438K
5
SWN
Southwestern Energy Company
SWN
+$175K

Sector Composition

1 Technology 31.36%
2 Consumer Discretionary 12.1%
3 Industrials 11.48%
4 Healthcare 11.24%
5 Financials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.18M 3.2%
53,453
-592
2
$5.92M 3.07%
93,204
-218
3
$4.93M 2.55%
520,815
-9,533
4
$4.9M 2.54%
22,083
-557
5
$4.73M 2.45%
35,270
-155
6
$4.63M 2.4%
32,425
-261
7
$4.47M 2.32%
23,795
-361
8
$3.89M 2.02%
49,848
-1,269
9
$3.71M 1.93%
167,889
-429
10
$3.69M 1.91%
51,376
-351
11
$3.52M 1.82%
74,700
-1,400
12
$3.33M 1.73%
174,636
-1,512
13
$3.14M 1.63%
100,356
-1,420
14
$2.84M 1.47%
110,830
-385
15
$2.83M 1.47%
30,284
-208
16
$2.76M 1.43%
59,468
-2,774
17
$2.74M 1.42%
24,380
-1,109
18
$2.43M 1.26%
67,963
-277
19
$2.24M 1.16%
94,255
-1,364
20
$2.19M 1.13%
173,840
-220
21
$2.04M 1.06%
12,642
+13
22
$2.02M 1.05%
48,101
-970
23
$1.99M 1.03%
41,886
+29
24
$1.98M 1.02%
19,854
+19
25
$1.94M 1.01%
531,270
-5,780
1
2 3 4 5