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
$201M
AUM Growth
-$4.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$656K
2
+$632K
3
+$439K
4
TGT icon
Target
TGT
+$404K
5
EVH icon
Evolent Health
EVH
+$314K

Top Sells

1
+$2.58M
2
+$549K
3
+$534K
4
TTMI icon
TTM Technologies
TTMI
+$436K
5
RNAC icon
Cartesian Therapeutics
RNAC
+$236K

Sector Composition

1 Technology 21.81%
2 Industrials 14.01%
3 Consumer Discretionary 11.03%
4 Financials 9.19%
5 Healthcare 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13M 6.45%
44,725
+266
2
$8.73M 4.35%
39,506
+2,861
3
$8.16M 4.06%
107,975
-143
4
$7.16M 3.56%
16,977
-500
5
$5.5M 2.74%
37,132
+332
6
$3.87M 1.93%
83,086
+572
7
$3.49M 1.74%
31,690
+594
8
$3.43M 1.71%
23,624
-287
9
$3.38M 1.68%
77,743
-12,293
10
$3.28M 1.63%
9,808
+6
11
$2.98M 1.49%
97,922
+4,492
12
$2.98M 1.48%
42,323
13
$2.82M 1.4%
49,695
+291
14
$2.79M 1.39%
18,776
+889
15
$2.78M 1.39%
85,916
+7,000
16
$2.78M 1.38%
59,085
-460
17
$2.67M 1.33%
37,395
18
$2.58M 1.28%
14,795
+89
19
$2.55M 1.27%
22,545
+100
20
$2.53M 1.26%
57,487
-95
21
$2.48M 1.24%
24,455
+353
22
$2.48M 1.23%
46,500
23
$2.19M 1.09%
11,893
-31
24
$2.02M 1.01%
10,904
-53
25
$1.99M 0.99%
3,490
1
2 3 4 5