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
$187M
AUM Growth
-$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$724K
3
+$569K
4
IRBT icon
iRobot
IRBT
+$461K
5
ANIK icon
Anika Therapeutics
ANIK
+$381K

Top Sells

1
+$1.94M
2
+$1.64M
3
+$1.31M
4
GFF icon
Griffon
GFF
+$1.21M
5
JPM icon
JPMorgan Chase
JPM
+$1.17M

Sector Composition

1 Technology 22.74%
2 Industrials 12.84%
3 Consumer Discretionary 10.51%
4 Healthcare 10.06%
5 Financials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.3M 6.07%
42,422
+914
2
$8.44M 4.51%
107,779
+2,078
3
$6.82M 3.65%
+33,624
4
$5.2M 2.78%
17,477
-4,400
5
$4.72M 2.52%
36,473
+24
6
$4M 2.14%
48,880
-23,710
7
$3.77M 2.02%
24,040
+5
8
$3.25M 1.74%
29,400
+628
9
$3.24M 1.73%
59,845
+71
10
$2.88M 1.54%
87,856
-49,948
11
$2.86M 1.53%
147,203
-59,862
12
$2.81M 1.5%
19,705
-125
13
$2.79M 1.49%
9,041
+278
14
$2.61M 1.4%
21,645
-7,890
15
$2.57M 1.37%
69,416
-30,680
16
$2.56M 1.37%
58,458
+895
17
$2.54M 1.36%
33,929
-12,324
18
$2.51M 1.34%
82,866
+248
19
$2.48M 1.33%
18,295
+5
20
$2.47M 1.32%
14,625
+58
21
$2.39M 1.28%
37,395
-19,000
22
$2.36M 1.26%
49,933
+130
23
$2.22M 1.19%
24,562
+62
24
$2.22M 1.19%
11,806
+50
25
$2.15M 1.15%
33,947
-2,600
1
2 3 4 5