IIM

Ironwood Investment Management Portfolio holdings

AUM $229M
1-Year Est. Return 26.6%
This Quarter Est. Return
1 Year Est. Return
+26.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$823K
2
+$735K
3
+$382K
4
PFE icon
Pfizer
PFE
+$317K
5
PGY icon
Pagaya Technologies
PGY
+$300K

Top Sells

1
+$1.15M
2
+$911K
3
+$878K
4
SMAR
Smartsheet Inc.
SMAR
+$652K
5
MNTX
Manitex International, Inc.
MNTX
+$530K

Sector Composition

1 Technology 20.81%
2 Industrials 13.43%
3 Consumer Discretionary 10.42%
4 Financials 10.22%
5 Healthcare 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.3M 6.71%
44,742
+17
2
$8.83M 4.81%
107,981
+6
3
$6.97M 3.8%
34,938
-4,568
4
$5.61M 3.06%
14,677
-2,300
5
$3.78M 2.06%
34,178
+2,488
6
$3.54M 1.93%
103,311
+5,389
7
$3.11M 1.7%
9,793
-15
8
$3.11M 1.69%
75,467
-2,276
9
$3.09M 1.68%
37,101
-31
10
$3M 1.64%
42,323
11
$2.97M 1.62%
49,575
-120
12
$2.87M 1.56%
82,460
-626
13
$2.85M 1.55%
23,046
-1,409
14
$2.6M 1.42%
57,508
+21
15
$2.6M 1.42%
36,395
-1,000
16
$2.41M 1.31%
85,916
17
$2.41M 1.31%
59,841
+756
18
$2.39M 1.3%
22,995
+450
19
$2.35M 1.28%
3,490
20
$2.26M 1.23%
14,815
+20
21
$2.23M 1.22%
47,500
+1,000
22
$2.23M 1.22%
64,502
+1,345
23
$2.16M 1.18%
23,799
+175
24
$2.09M 1.14%
18,475
-301
25
$1.84M 1%
29,796
1
2 3 4 5