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
$719M
AUM Growth
+$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.84M
3
+$2.05M
4
NFBK icon
Northfield Bancorp
NFBK
+$1.9M
5
FCN icon
FTI Consulting
FCN
+$829K

Top Sells

1
+$6.28M
2
+$4.71M
3
+$3.48M
4
LUV icon
Southwest Airlines
LUV
+$1.83M
5
DM
DOLAN COMPANY COMMON STOCK
DM
+$1.37M

Sector Composition

1 Industrials 18.12%
2 Technology 15.74%
3 Financials 11.98%
4 Consumer Discretionary 11.79%
5 Energy 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.71M 1.35%
265,578
+8,930
27
$9.61M 1.34%
280,952
+9,106
28
$9.6M 1.34%
592,199
+222,549
29
$9.45M 1.31%
700,436
+23,552
30
$9.42M 1.31%
860,459
+30,712
31
$9.28M 1.29%
387,634
+12,981
32
$9.2M 1.28%
116,180
+4,157
33
$8.9M 1.24%
724,511
+24,327
34
$8.87M 1.23%
343,289
+7,513
35
$8.64M 1.2%
355,931
+11,815
36
$8.49M 1.18%
305,368
+1,217
37
$8.41M 1.17%
386,424
+16,313
38
$8.2M 1.14%
1,026,566
+36,720
39
$8.2M 1.14%
239,805
+8,698
40
$7.94M 1.1%
428,595
+15,164
41
$7.89M 1.1%
176,196
-24,869
42
$7.88M 1.1%
621,030
+21,710
43
$7.69M 1.07%
483,046
+32,487
44
$7.63M 1.06%
870,003
+25,151
45
$7.59M 1.06%
439,266
+14,656
46
$7.37M 1.02%
86,093
+3,043
47
$7.06M 0.98%
448,377
+16,686
48
$7M 0.97%
492,572
+28,476
49
$6.87M 0.96%
236,787
+70,857
50
$6.85M 0.95%
821,807
+28,062
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