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
$190M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$626K
3
+$624K
4
AMRC icon
Ameresco
AMRC
+$455K
5
SMCI icon
Super Micro Computer
SMCI
+$443K

Top Sells

1
+$738K
2
+$563K
3
+$327K
4
TTMI icon
TTM Technologies
TTMI
+$220K
5
ARW icon
Arrow Electronics
ARW
+$218K

Sector Composition

1 Technology 25.62%
2 Healthcare 13.09%
3 Industrials 12.97%
4 Consumer Discretionary 11.52%
5 Financials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10M 5.25%
42,150
+4,298
2
$8.58M 4.51%
301,920
+15,600
3
$8.24M 4.33%
109,324
+8,282
4
$5.94M 3.12%
19,477
-150
5
$5.18M 2.72%
174,540
-106
6
$5.15M 2.7%
61,629
-473
7
$4.57M 2.4%
89,256
-800
8
$3.66M 1.92%
126,340
-25,476
9
$3.59M 1.89%
32,619
+2,521
10
$3.48M 1.83%
496,965
+20,000
11
$3.2M 1.68%
36,936
+42
12
$3.16M 1.66%
47,991
-178
13
$2.95M 1.55%
186,620
-13,915
14
$2.88M 1.52%
23,590
-1,780
15
$2.86M 1.5%
46,895
-800
16
$2.7M 1.42%
18,692
-218
17
$2.7M 1.42%
52,889
-287
18
$2.6M 1.37%
64,504
-33
19
$2.55M 1.34%
61,974
+4,715
20
$2.5M 1.31%
9,126
+660
21
$2.32M 1.22%
11,962
-87
22
$2.3M 1.21%
80,300
-450
23
$2.29M 1.2%
46,008
-970
24
$2.26M 1.19%
25,064
-324
25
$2.25M 1.18%
25,908
-45
1
2 3 4 5