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
$160M
AUM Growth
+$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$826K
2
+$570K
3
+$271K
4
TTMI icon
TTM Technologies
TTMI
+$249K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$208K

Top Sells

1
+$666K
2
+$589K
3
+$507K
4
SM icon
SM Energy
SM
+$243K
5
HWC icon
Hancock Whitney
HWC
+$216K

Sector Composition

1 Technology 30.07%
2 Industrials 13.77%
3 Consumer Discretionary 12.1%
4 Healthcare 10.57%
5 Financials 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.74M 3.59%
28,113
+526
2
$5.51M 3.45%
77,067
+328
3
$5.44M 3.4%
510,470
-610
4
$5.17M 3.23%
22,845
5
$3.64M 2.28%
50,461
-1,108
6
$3.57M 2.23%
26,344
-718
7
$3.48M 2.18%
157,008
+4,180
8
$3.38M 2.11%
462,465
9
$3.25M 2.03%
93,056
-3,000
10
$3.17M 1.98%
25,370
11
$2.74M 1.71%
46,886
-1,769
12
$2.73M 1.71%
202,287
+18,468
13
$2.53M 1.58%
20,105
+314
14
$2.48M 1.55%
37,396
-252
15
$2.27M 1.42%
118,952
-4,204
16
$2.25M 1.41%
63,976
-1,991
17
$2.19M 1.37%
55,388
-2,179
18
$2.18M 1.36%
89,902
-2,382
19
$2.02M 1.26%
39,525
-1,066
20
$1.97M 1.23%
44,863
-24
21
$1.95M 1.22%
12,818
+42
22
$1.9M 1.19%
8,065
+28
23
$1.78M 1.11%
75,750
24
$1.7M 1.07%
5,913
-50
25
$1.67M 1.04%
20,942
-322
1
2 3 4 5