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
$719M
AUM Growth
+$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.84M
3
+$2.05M
4
NFBK icon
Northfield Bancorp
NFBK
+$1.9M
5
FCN icon
FTI Consulting
FCN
+$829K

Top Sells

1
+$6.28M
2
+$4.71M
3
+$3.48M
4
LUV icon
Southwest Airlines
LUV
+$1.83M
5
DM
DOLAN COMPANY COMMON STOCK
DM
+$1.37M

Sector Composition

1 Industrials 18.12%
2 Technology 15.74%
3 Financials 11.98%
4 Consumer Discretionary 11.79%
5 Energy 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.62M 0.92%
97,603
+3,464
52
$6.56M 0.91%
1,207,767
+42,324
53
$6.41M 0.89%
547,894
+242,950
54
$6.33M 0.88%
232,032
+11,895
55
$6.13M 0.85%
354,357
+11,737
56
$6.13M 0.85%
85,331
+2,642
57
$5.82M 0.81%
229,718
+8,187
58
$5.72M 0.8%
538,840
+16,613
59
$5.63M 0.78%
221,570
+1,081
60
$5.46M 0.76%
648,241
+23,367
61
$5.24M 0.73%
240,003
+7,899
62
$5.21M 0.72%
388,177
+14,610
63
$4.92M 0.68%
623,249
+19,997
64
$4.86M 0.68%
305,240
+10,894
65
$4.79M 0.67%
169,002
+5,628
66
$4.63M 0.64%
617,611
+21,182
67
$4.62M 0.64%
390,875
+13,242
68
$4.47M 0.62%
481,442
+24,764
69
$4.21M 0.59%
499,010
+16,470
70
$4.19M 0.58%
623,796
+21,961
71
$4.12M 0.57%
603,949
+26,754
72
$3.8M 0.53%
205,631
+14,871
73
$3.73M 0.52%
536,228
+17,894
74
$3.71M 0.52%
18,820
-17,669
75
$3.58M 0.5%
206,184
+6,837
1 2
3
4 5