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
$202M
AUM Growth
+$9.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$747K
2
+$607K
3
+$589K
4
ENOV icon
Enovis
ENOV
+$543K
5
EVBG
Everbridge, Inc. Common Stock
EVBG
+$516K

Top Sells

1
+$826K
2
+$770K
3
+$560K
4
XOM icon
Exxon Mobil
XOM
+$355K
5
GT icon
Goodyear
GT
+$301K

Sector Composition

1 Technology 31.87%
2 Industrials 12.41%
3 Consumer Discretionary 11.63%
4 Healthcare 11.63%
5 Financials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.91M 3.42%
53,455
+2
2
$5.31M 2.63%
22,004
-79
3
$5.23M 2.58%
93,468
+264
4
$4.58M 2.26%
23,445
-350
5
$4.52M 2.23%
35,582
+312
6
$4.16M 2.06%
515,608
-5,207
7
$3.9M 1.93%
49,519
-329
8
$3.64M 1.8%
73,650
-1,050
9
$3.56M 1.76%
51,424
+48
10
$3.45M 1.71%
36,209
+3,784
11
$3.15M 1.56%
23,490
-890
12
$3.15M 1.56%
69,059
+1,096
13
$3.09M 1.53%
98,856
-1,500
14
$3.01M 1.49%
131,760
-36,129
15
$2.96M 1.47%
171,760
-2,876
16
$2.82M 1.39%
59,965
+497
17
$2.75M 1.36%
30,425
+141
18
$2.58M 1.27%
108,690
-2,140
19
$2.55M 1.26%
171,222
-2,618
20
$2.51M 1.24%
28,269
+447
21
$2.34M 1.16%
533,320
+2,050
22
$2.34M 1.16%
9,583
+68
23
$2.33M 1.15%
47,392
-709
24
$2.33M 1.15%
42,243
+357
25
$2.3M 1.14%
93,440
-815
1
2 3 4 5