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
$435M
AUM Growth
-$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.38M
3
+$2.22M
4
TCBK icon
TriCo Bancshares
TCBK
+$1.64M
5
ASCMA
Ascent Capital Group, Inc. Series A
ASCMA
+$888K

Top Sells

1
+$6.96M
2
+$6.26M
3
+$3.75M
4
CKSW
CLICKSOFTWARE TECH LTD
CKSW
+$3.65M
5
FOE
Ferro Corporation
FOE
+$3.27M

Sector Composition

1 Technology 19.99%
2 Industrials 17.5%
3 Consumer Discretionary 14.41%
4 Financials 11.16%
5 Healthcare 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.62M 1.29%
289,469
+2,592
27
$5.61M 1.29%
260,994
-174,107
28
$5.54M 1.28%
232,199
-87,652
29
$5.53M 1.27%
376,863
+52,288
30
$5.43M 1.25%
197,653
-13,112
31
$5.16M 1.19%
48,491
-11,390
32
$5.15M 1.19%
200,097
-53,823
33
$4.82M 1.11%
175,366
-41,955
34
$4.82M 1.11%
152,931
-44,846
35
$4.72M 1.08%
90,947
-24,035
36
$4.66M 1.07%
140,155
-33,791
37
$4.63M 1.07%
302,625
+155,350
38
$4.62M 1.06%
123,883
-31,270
39
$4.52M 1.04%
91,771
-24,404
40
$4.51M 1.04%
336,144
-88,836
41
$4.47M 1.03%
192,198
-47,857
42
$4.37M 1.01%
181,670
+68,353
43
$4.14M 0.95%
547,476
-144,522
44
$4.09M 0.94%
212,573
-55,484
45
$4.07M 0.94%
431,240
-107,104
46
$4.05M 0.93%
686,822
-172,962
47
$4.03M 0.93%
803,217
-267,966
48
$3.98M 0.92%
270,607
-69,535
49
$3.96M 0.91%
324,657
-83,631
50
$3.72M 0.86%
200,370
-80,344
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