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
$143M
AUM Growth
-$6.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$568K
2
+$555K
3
+$334K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$264K
5
BND icon
Vanguard Total Bond Market
BND
+$238K

Top Sells

1
+$288K
2
+$285K
3
+$217K
4
BXMT icon
Blackstone Mortgage Trust
BXMT
+$208K
5
WDC icon
Western Digital
WDC
+$206K

Sector Composition

1 Technology 27.67%
2 Industrials 14.61%
3 Healthcare 11.71%
4 Consumer Discretionary 10.06%
5 Financials 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.74M 3.31%
26,387
+90
2
$3.92M 2.74%
70,023
+9,906
3
$3.38M 2.37%
51,175
-305
4
$3.36M 2.35%
51,679
-1,628
5
$3.29M 2.3%
67,859
-203
6
$3.28M 2.29%
22,945
7
$3.25M 2.27%
166,588
+40
8
$2.85M 2%
518,010
+770
9
$2.26M 1.58%
28,284
+29
10
$2.26M 1.58%
171,723
+93
11
$2.24M 1.56%
24,260
+350
12
$2.15M 1.5%
36,310
-58
13
$2.14M 1.5%
475,908
-39,700
14
$2.02M 1.41%
97,056
15
$1.94M 1.35%
38,642
+1,358
16
$1.84M 1.29%
73,150
17
$1.78M 1.24%
47,808
+42
18
$1.75M 1.22%
20,626
+53
19
$1.71M 1.2%
42,149
-373
20
$1.68M 1.18%
128,685
+179
21
$1.68M 1.18%
56,945
22
$1.64M 1.15%
17,155
-43
23
$1.64M 1.14%
13,159
+36
24
$1.61M 1.13%
4,743
-150
25
$1.59M 1.11%
29,113
-213
1
2 3 4 5