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
$637M
AUM Growth
+$73.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$5.03M
3
+$3.17M
4
XCRA
Xcerra Corporation
XCRA
+$2.83M
5
ZINC
HORSEHEAD HLDG CORP COM STK (DE)
ZINC
+$2.11M

Top Sells

1
+$4.92M
2
+$4.8M
3
+$4.29M
4
PRGS icon
Progress Software
PRGS
+$2.92M
5
ZQK
QUICKSILVER,INC.
ZQK
+$2.61M

Sector Composition

1 Industrials 17.87%
2 Technology 15.27%
3 Consumer Discretionary 12.05%
4 Financials 11.09%
5 Energy 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.03M 0.95%
464,096
+11,038
52
$5.94M 0.93%
844,852
-371,528
53
$5.84M 0.92%
94,139
+1,905
54
$5.56M 0.87%
232,104
+4,996
55
$5.53M 0.87%
220,137
+4,862
56
$5.42M 0.85%
522,227
+9,999
57
$5.03M 0.79%
+165,930
58
$4.98M 0.78%
79,104
+1,481
59
$4.8M 0.75%
413,431
+9,562
60
$4.74M 0.74%
221,531
+6,035
61
$4.61M 0.72%
369,650
+168,985
62
$4.59M 0.72%
342,620
+7,213
63
$4.51M 0.71%
624,874
+14,472
64
$4.4M 0.69%
603,252
+12,335
65
$4.4M 0.69%
220,489
+4,980
66
$4.36M 0.68%
294,346
+8,204
67
$4M 0.63%
601,835
+13,654
68
$3.86M 0.61%
304,944
+5,203
69
$3.85M 0.6%
456,678
+8,739
70
$3.77M 0.59%
498,012
+229,884
71
$3.72M 0.58%
163,374
+3,456
72
$3.63M 0.57%
596,429
+14,360
73
$3.54M 0.56%
377,633
+7,747
74
$3.44M 0.54%
482,540
+9,848
75
$3.41M 0.54%
190,760
+3,661
1 2
3
4 5