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
$205M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$770K
3
+$767K
4
GPI icon
Group 1 Automotive
GPI
+$701K
5
GFF icon
Griffon
GFF
+$697K

Top Sells

1
+$23.2M
2
+$5.18M
3
+$729K
4
COLB icon
Columbia Banking Systems
COLB
+$525K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$430K

Sector Composition

1 Technology 24.4%
2 Industrials 14.2%
3 Consumer Discretionary 12.41%
4 Healthcare 10.12%
5 Financials 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.8M 5.27%
41,508
-642
2
$8.44M 4.12%
105,701
-3,623
3
$7.33M 3.58%
72,590
-229,330
4
$6.39M 3.12%
21,877
+2,400
5
$5.52M 2.7%
100,096
+10,840
6
$4.37M 2.13%
137,804
+11,464
7
$4.22M 2.06%
36,449
-487
8
$4.19M 2.05%
59,774
-1,855
9
$4.14M 2.02%
56,395
+9,500
10
$3.82M 1.87%
29,535
+5,945
11
$3.72M 1.82%
578,443
+81,478
12
$3.24M 1.58%
207,065
+20,445
13
$3.23M 1.58%
18,290
-402
14
$3.18M 1.55%
28,772
-3,847
15
$3.09M 1.51%
24,035
-1,029
16
$2.83M 1.38%
49,803
-3,086
17
$2.81M 1.37%
96,300
+16,000
18
$2.67M 1.3%
82,618
-2,364
19
$2.63M 1.28%
8,763
-363
20
$2.61M 1.27%
6,208
+1,112
21
$2.6M 1.27%
46,253
-1,738
22
$2.55M 1.24%
19,830
+529
23
$2.4M 1.17%
57,563
-4,411
24
$2.4M 1.17%
24,500
-1,408
25
$2.31M 1.13%
36,547
+17,225
1
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