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
$553M
AUM Growth
-$74.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$747K
3
+$739K
4
BRCD
Brocade Communications Systems, Inc. NEW
BRCD
+$676K
5
SPPI
Spectrum Pharmaceuticals Inc
SPPI
+$664K

Top Sells

1
+$2.13M
2
+$1.68M
3
+$1.52M
4
AMED
Amedisys
AMED
+$1.3M
5
THG icon
Hanover Insurance
THG
+$1.01M

Sector Composition

1 Technology 18.68%
2 Industrials 18.37%
3 Financials 11.57%
4 Consumer Discretionary 11.12%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.32M 1.32%
297,979
-23,111
27
$7.28M 1.32%
304,414
-1,222
28
$7.25M 1.31%
658,353
-54,000
29
$7.2M 1.3%
117,281
-16,483
30
$7.11M 1.29%
231,369
-18,850
31
$7.07M 1.28%
131,269
-11,115
32
$6.99M 1.26%
110,658
-8,968
33
$6.95M 1.26%
279,928
-19,461
34
$6.94M 1.25%
557,667
-43,809
35
$6.89M 1.25%
107,787
-7,649
36
$6.69M 1.21%
751,590
+67,250
37
$6.67M 1.21%
88,120
-7,571
38
$6.48M 1.17%
328,381
-22,840
39
$6.05M 1.09%
266,082
+11,820
40
$5.89M 1.07%
491,886
-40,196
41
$5.84M 1.06%
327,876
-150
42
$5.81M 1.05%
408,852
-53,062
43
$5.76M 1.04%
302,213
-87,917
44
$5.67M 1.03%
174,267
-13,710
45
$5.5M 1%
43,430
+27,935
46
$5.44M 0.98%
220,487
-17,038
47
$5.4M 0.98%
299,703
-22,688
48
$5.33M 0.96%
640,237
-48,324
49
$5.18M 0.94%
66,817
-5,093
50
$4.99M 0.9%
393,509
-25,501
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