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
$548M
AUM Growth
-$4.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$2.41M
3
+$2.26M
4
TQNT
TRIQUINT SEMICONDUCTOR INC
TQNT
+$1.08M
5
BBSI icon
Barrett Business Services
BBSI
+$774K

Top Sells

1
+$5.81M
2
+$3.86M
3
+$3.78M
4
STKL
SunOpta
STKL
+$3.56M
5
PRGS icon
Progress Software
PRGS
+$1.97M

Sector Composition

1 Technology 18.74%
2 Industrials 17.99%
3 Financials 12.89%
4 Consumer Discretionary 11.43%
5 Healthcare 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.2M 1.31%
311,650
-16,731
27
$7.13M 1.3%
255,755
-12,314
28
$7.12M 1.3%
195,053
-9,843
29
$7.07M 1.29%
465,982
-25,904
30
$7.04M 1.28%
513,084
-24,908
31
$7.01M 1.28%
279,516
-13,640
32
$7M 1.28%
1,019,324
+351,104
33
$6.79M 1.24%
741,252
-40,009
34
$6.76M 1.23%
83,675
-4,445
35
$6.75M 1.23%
426,167
-23,266
36
$6.71M 1.22%
283,551
-14,428
37
$6.71M 1.22%
322,577
-5,299
38
$6.26M 1.14%
231,686
-72,728
39
$5.97M 1.09%
1,691,788
+12,722
40
$5.91M 1.08%
262,739
+100,495
41
$5.83M 1.06%
285,573
-14,130
42
$5.64M 1.03%
+903,229
43
$5.56M 1.01%
63,703
-3,114
44
$5.38M 0.98%
374,561
-18,948
45
$5.32M 0.97%
210,589
-9,898
46
$5.29M 0.96%
436,846
-23,102
47
$5.18M 0.95%
124,603
-6,666
48
$5.17M 0.94%
1,080,595
-23,865
49
$5.15M 0.94%
185,149
-9,433
50
$5.13M 0.94%
451,017
-23,767
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