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
-$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.02M
3
+$754K
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$665K
5
BUD icon
AB InBev
BUD
+$362K

Top Sells

1
+$2.38M
2
+$1.82M
3
+$1.49M
4
BRCD
Brocade Communications Systems, Inc. NEW
BRCD
+$734K
5
OKSB
Southwest Bancorp Inc/OK
OKSB
+$614K

Sector Composition

1 Technology 27.98%
2 Industrials 17.75%
3 Financials 12.48%
4 Consumer Discretionary 10.02%
5 Materials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 1.04%
44,937
-1,906
27
$1.38M 1.03%
46,608
-1,368
28
$1.29M 0.97%
14,372
-728
29
$1.29M 0.96%
50,105
-3,186
30
$1.28M 0.96%
73,994
-762
31
$1.27M 0.95%
70,302
-2,544
32
$1.26M 0.94%
27,350
33
$1.25M 0.93%
39,645
+195
34
$1.17M 0.88%
39,519
-1,902
35
$1.15M 0.86%
159,323
-2,466
36
$1.13M 0.85%
48,807
-1,267
37
$1.1M 0.82%
14,505
-605
38
$1.07M 0.8%
17,925
+65
39
$1.07M 0.8%
52,480
-520
40
$1.06M 0.79%
36,412
-1,511
41
$1.02M 0.77%
+33,856
42
$1.01M 0.76%
11,267
-404
43
$995K 0.74%
12,129
44
$952K 0.71%
6,663
45
$951K 0.71%
29,902
-2,065
46
$944K 0.71%
38,285
47
$936K 0.7%
152,135
-6,422
48
$935K 0.7%
64,417
-2,413
49
$934K 0.7%
134,354
+739
50
$929K 0.7%
6,268
1
2
3 4 5