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
$123M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$633K
3
+$463K
4
SMAR
Smartsheet Inc.
SMAR
+$357K
5
INGR icon
Ingredion
INGR
+$299K

Top Sells

1
+$1.25M
2
+$735K
3
+$637K
4
HDP
Hortonworks, Inc.
HDP
+$506K
5
STBZ
State Bank Financial Corporation. Common Stock
STBZ
+$440K

Sector Composition

1 Technology 31.96%
2 Industrials 17.66%
3 Financials 12.5%
4 Consumer Discretionary 9.94%
5 Healthcare 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 1.05%
39,409
-421
27
$1.29M 1.04%
59,402
-896
28
$1.26M 1.02%
40,632
-1,218
29
$1.19M 0.96%
49,827
-1,327
30
$1.18M 0.95%
156,812
-2,964
31
$1.17M 0.95%
180,647
-51,034
32
$1.16M 0.94%
21,255
33
$1.15M 0.93%
67,140
-11,840
34
$1.11M 0.91%
238
35
$1.1M 0.89%
+43,497
36
$1.08M 0.87%
35,725
37
$1.07M 0.87%
10,649
-126
38
$1.06M 0.86%
32,986
-483
39
$975K 0.79%
7,229
40
$974K 0.79%
67,564
-804
41
$964K 0.78%
23,147
-266
42
$953K 0.77%
17,745
+1,536
43
$944K 0.77%
78,067
+8,585
44
$923K 0.75%
11,419
-300
45
$908K 0.74%
56,973
+9,122
46
$891K 0.72%
25,723
-852
47
$871K 0.71%
27,074
+463
48
$837K 0.68%
11,159
-283
49
$834K 0.68%
16,753
-670
50
$801K 0.65%
15,104
-348
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