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
$628M
AUM Growth
-$61.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$3.14M
3
+$2.88M
4
PRFT
Perficient Inc
PRFT
+$1.48M
5
BBSI icon
Barrett Business Services
BBSI
+$1.02M

Top Sells

1
+$11.6M
2
+$5.94M
3
+$2.39M
4
STKL
SunOpta
STKL
+$1.99M
5
CSII
Cardiovascular Systems, Inc.
CSII
+$1.9M

Sector Composition

1 Industrials 18.68%
2 Technology 17.82%
3 Financials 11.59%
4 Consumer Discretionary 11.32%
5 Energy 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.01M 1.28%
234,347
-28,702
27
$7.88M 1.26%
299,389
-34,891
28
$7.83M 1.25%
250,219
-33,280
29
$7.69M 1.23%
844,698
-111,464
30
$7.66M 1.22%
119,626
-20,992
31
$7.49M 1.19%
601,476
-75,446
32
$7.42M 1.18%
413,355
-19,230
33
$7.35M 1.17%
305,636
-21,907
34
$7.34M 1.17%
328,026
-20,013
35
$7.25M 1.16%
95,691
-12,616
36
$7.1M 1.13%
1,599,948
+18,226
37
$7.07M 1.13%
684,340
-89,738
38
$6.92M 1.1%
208,948
-25,422
39
$6.82M 1.09%
351,221
-47,273
40
$6.6M 1.05%
322,391
-39,166
41
$6.57M 1.05%
187,977
-25,157
42
$6.32M 1.01%
237,525
-25,525
43
$6.17M 0.98%
390,130
-375,686
44
$6.14M 0.98%
296,458
-36,118
45
$6.13M 0.98%
80,318
-10,810
46
$6.11M 0.97%
406,400
-47,252
47
$6.02M 0.96%
688,561
-83,498
48
$5.99M 0.95%
361,864
-47,576
49
$5.9M 0.94%
532,082
-70,570
50
$5.68M 0.9%
419,010
-40,120
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