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
$134M
AUM Growth
-$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$963K
2
+$504K
3
+$431K
4
LXU icon
LSB Industries
LXU
+$317K
5
CAS
A M Castle & Co
CAS
+$290K

Top Sells

1
+$2.9M
2
+$1.84M
3
+$984K
4
CBM
Cambrex Corporation
CBM
+$801K
5
MRCY icon
Mercury Systems
MRCY
+$765K

Sector Composition

1 Technology 25.56%
2 Industrials 18.84%
3 Consumer Discretionary 10.47%
4 Financials 9.73%
5 Healthcare 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.43M 1.07%
151,106
-23,199
27
$1.43M 1.07%
13,448
-2,909
28
$1.35M 1.01%
49,858
-13,092
29
$1.31M 0.98%
252,315
30
$1.29M 0.96%
8,866
+4
31
$1.28M 0.96%
170,215
32
$1.28M 0.96%
191,414
-38,742
33
$1.28M 0.96%
92,332
-22,720
34
$1.27M 0.95%
239
35
$1.23M 0.92%
44,894
-10,479
36
$1.22M 0.91%
81,515
-25,201
37
$1.18M 0.89%
6,338
-25
38
$1.17M 0.88%
23,680
+80
39
$1.16M 0.87%
35,105
40
$1.14M 0.85%
12,129
-450
41
$1.14M 0.85%
90,558
-35,794
42
$1.11M 0.83%
91,205
-705
43
$1.11M 0.83%
56,826
-15,424
44
$1.1M 0.83%
52,067
-13,569
45
$1.1M 0.82%
51,784
-18,741
46
$1.1M 0.82%
46,605
-15,545
47
$1.09M 0.82%
45,635
-9,462
48
$1.07M 0.8%
17,880
-6,500
49
$1.07M 0.8%
17,806
-30,509
50
$1.04M 0.78%
261,973
-1,602
1
2
3 4 5