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
$150M
AUM Growth
-$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$599K
2
+$353K
3
+$297K
4
AEM icon
Agnico Eagle Mines
AEM
+$279K
5
MQ icon
Marqeta
MQ
+$239K

Top Sells

1
+$506K
2
+$429K
3
+$423K
4
CAR icon
Avis
CAR
+$347K
5
SNAP icon
Snap
SNAP
+$320K

Sector Composition

1 Technology 28.82%
2 Industrials 14.86%
3 Healthcare 11.61%
4 Consumer Discretionary 10.95%
5 Financials 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.96M 3.32%
26,297
+480
2
$4.89M 3.27%
53,307
-98
3
$3.9M 2.6%
22,945
-500
4
$3.76M 2.51%
60,117
+1,632
5
$3.08M 2.06%
51,480
-299
6
$3.03M 2.03%
166,548
-5,584
7
$3.01M 2.01%
515,608
8
$2.73M 1.83%
42,522
+23
9
$2.68M 1.79%
23,910
-300
10
$2.67M 1.79%
68,062
-900
11
$2.61M 1.75%
73,150
-500
12
$2.27M 1.52%
94,804
+30
13
$2.2M 1.47%
97,056
-1,800
14
$2.15M 1.43%
171,630
+37
15
$2.09M 1.4%
517,240
-19,150
16
$2.08M 1.39%
30,605
+15
17
$1.99M 1.33%
36,368
+22
18
$1.94M 1.29%
37,284
+23
19
$1.82M 1.22%
95,396
+1,956
20
$1.81M 1.21%
20,573
+11
21
$1.77M 1.18%
47,766
+207
22
$1.7M 1.14%
11,640
+9
23
$1.66M 1.11%
7,646
+108
24
$1.66M 1.11%
28,255
+10
25
$1.6M 1.07%
17,198
+9
1
2 3 4 5