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
$164M
AUM Growth
-$9.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$977K
3
+$795K
4
FTV icon
Fortive
FTV
+$313K
5
DRRX
DURECT Corp
DRRX
+$304K

Top Sells

1
+$2.48M
2
+$308K
3
+$273K
4
KRNT icon
Kornit Digital
KRNT
+$261K
5
QTRX icon
Quanterix
QTRX
+$255K

Sector Composition

1 Technology 28.23%
2 Industrials 12.94%
3 Consumer Discretionary 11.56%
4 Healthcare 10.7%
5 Financials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.04M 4.91%
37,852
+4,599
2
$7.85M 4.79%
286,320
-90,270
3
$6.96M 4.25%
101,042
+11,534
4
$5.27M 3.22%
19,627
-500
5
$3.7M 2.26%
476,965
6
$3.56M 2.17%
90,056
7
$3.42M 2.09%
151,816
-4,848
8
$3.32M 2.03%
30,098
+24,358
9
$3.18M 1.94%
25,370
10
$2.79M 1.7%
48,169
-1,160
11
$2.77M 1.69%
174,646
-19,434
12
$2.76M 1.68%
113,962
-2,449
13
$2.58M 1.58%
200,535
-1,146
14
$2.55M 1.56%
18,910
-645
15
$2.45M 1.5%
46,978
-1,054
16
$2.43M 1.48%
36,894
-1,164
17
$2.3M 1.41%
53,176
-1,071
18
$2.25M 1.37%
57,259
+7,525
19
$2.07M 1.27%
8,466
+272
20
$2.06M 1.26%
12,049
-414
21
$2M 1.22%
25,953
-605
22
$1.9M 1.16%
32,279
-831
23
$1.89M 1.16%
47,695
24
$1.87M 1.14%
86,004
-2,184
25
$1.83M 1.12%
62,102
-1,459
1
2 3 4 5