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
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.2M
3
+$894K
4
GM icon
General Motors
GM
+$762K
5
EVH icon
Evolent Health
EVH
+$683K

Top Sells

1
+$1.71M
2
+$999K
3
+$215K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$210K
5
FITB icon
Fifth Third Bancorp
FITB
+$193K

Sector Composition

1 Technology 23.04%
2 Industrials 13.29%
3 Consumer Discretionary 10.73%
4 Healthcare 9.06%
5 Financials 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.6M 6.13%
44,459
+2,037
2
$9.04M 4.4%
108,118
+339
3
$8.09M 3.94%
36,645
+3,021
4
$6.69M 3.26%
17,477
5
$5.18M 2.52%
23,911
-129
6
$5.03M 2.45%
36,800
+327
7
$3.89M 1.9%
93,430
+44,550
8
$3.44M 1.68%
31,096
+1,696
9
$3.38M 1.65%
90,036
+2,180
10
$3.2M 1.56%
9,802
+761
11
$3.14M 1.53%
59,545
-300
12
$3.02M 1.47%
82,514
-352
13
$2.98M 1.45%
22,445
+800
14
$2.9M 1.41%
14,706
+81
15
$2.88M 1.4%
78,916
+9,500
16
$2.76M 1.34%
57,582
-876
17
$2.7M 1.31%
49,404
-529
18
$2.65M 1.29%
42,323
+8,376
19
$2.62M 1.28%
37,395
20
$2.58M 1.26%
34,148
+219
21
$2.35M 1.14%
19,736
+31
22
$2.32M 1.13%
11,924
+118
23
$2.09M 1.02%
46,500
+17,000
24
$2.08M 1.01%
24,102
-460
25
$2.04M 0.99%
15,520
+156
1
2 3 4 5