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
$153M
AUM Growth
-$89.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.04M
3
+$801K
4
WBT
Welbilt, Inc.
WBT
+$620K
5
PVTB
PrivateBancorp Inc
PVTB
+$580K

Top Sells

1
+$2.64M
2
+$2.63M
3
+$2.6M
4
MRCY icon
Mercury Systems
MRCY
+$2.57M
5
PEGA icon
Pegasystems
PEGA
+$2.52M

Sector Composition

1 Technology 25.19%
2 Industrials 18.52%
3 Consumer Discretionary 11.43%
4 Financials 9.65%
5 Healthcare 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.68M 1.1%
233,940
27
$1.65M 1.08%
530,897
-212,910
28
$1.65M 1.08%
89,837
29
$1.61M 1.06%
93,155
-48,671
30
$1.57M 1.03%
70,115
+4,500
31
$1.57M 1.03%
65,636
-56,040
32
$1.55M 1.01%
80,195
-95,963
33
$1.51M 0.99%
239
+53
34
$1.5M 0.98%
72,250
-64,445
35
$1.48M 0.97%
59,381
-49,473
36
$1.43M 0.94%
70,525
-76,134
37
$1.42M 0.93%
416,500
38
$1.41M 0.92%
106,716
-99,143
39
$1.39M 0.91%
23,600
40
$1.38M 0.9%
24,380
41
$1.34M 0.88%
55,373
-45,417
42
$1.29M 0.84%
55,097
-36,303
43
$1.28M 0.84%
8,862
+113
44
$1.28M 0.84%
70,170
-71,695
45
$1.23M 0.81%
35,105
46
$1.23M 0.81%
174,305
-75,700
47
$1.2M 0.79%
21,780
-26,419
48
$1.2M 0.79%
95,365
-99,433
49
$1.19M 0.78%
91,741
-83,603
50
$1.15M 0.75%
54,013
-55,460
1
2
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