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
$637M
AUM Growth
+$73.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$5.03M
3
+$3.17M
4
XCRA
Xcerra Corporation
XCRA
+$2.83M
5
ZINC
HORSEHEAD HLDG CORP COM STK (DE)
ZINC
+$2.11M

Top Sells

1
+$4.92M
2
+$4.8M
3
+$4.29M
4
PRGS icon
Progress Software
PRGS
+$2.92M
5
ZQK
QUICKSILVER,INC.
ZQK
+$2.61M

Sector Composition

1 Industrials 17.87%
2 Technology 15.27%
3 Consumer Discretionary 12.05%
4 Financials 11.09%
5 Energy 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.83M 1.39%
159,635
+3,222
27
$8.71M 1.37%
271,846
+5,737
28
$8.68M 1.36%
335,776
-112,795
29
$8.53M 1.34%
345,456
+6,744
30
$8.51M 1.34%
304,151
+1,356
31
$8.47M 1.33%
272,673
-2,945
32
$8.29M 1.3%
829,747
+19,931
33
$8.14M 1.28%
36,489
-21,496
34
$8.12M 1.27%
147,544
+3,060
35
$7.79M 1.22%
599,320
+13,489
36
$7.5M 1.18%
201,065
+3,680
37
$7.47M 1.17%
112,023
+2,596
38
$7.45M 1.17%
370,111
+7,685
39
$7.44M 1.17%
676,884
+13,152
40
$7.39M 1.16%
344,116
+7,612
41
$7.27M 1.14%
431,691
-3,360
42
$6.95M 1.09%
1,165,443
+26,035
43
$6.7M 1.05%
83,050
+1,894
44
$6.54M 1.03%
424,610
+8,804
45
$6.52M 1.02%
989,846
+429,493
46
$6.47M 1.02%
231,107
+6,135
47
$6.45M 1.01%
793,745
+17,100
48
$6.28M 0.99%
143,089
-97,723
49
$6.28M 0.98%
82,689
-28,186
50
$6.13M 0.96%
450,559
+10,310
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