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
$689M
AUM Growth
-$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$8.32M
2
+$8.19M
3
+$2.44M
4
NFBK icon
Northfield Bancorp
NFBK
+$2.35M
5
FNFG
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
+$2.2M

Top Sells

1
+$11.7M
2
+$4.62M
3
+$3.38M
4
SAVE
Spirit Airlines, Inc.
SAVE
+$1.5M
5
CSII
Cardiovascular Systems, Inc.
CSII
+$1.24M

Sector Composition

1 Industrials 18.36%
2 Technology 15.78%
3 Financials 12.07%
4 Consumer Discretionary 11.72%
5 Energy 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.41M 0.93%
514,908
-32,986
52
$6.24M 0.91%
459,130
-33,442
53
$6.24M 0.91%
80,351
-4,980
54
$6.08M 0.88%
809,074
-60,929
55
$6.06M 0.88%
80,234
-5,859
56
$5.98M 0.87%
91,128
-6,475
57
$5.82M 0.84%
574,576
-43,035
58
$5.8M 0.84%
602,652
-45,589
59
$5.78M 0.84%
566,447
+178,270
60
$5.6M 0.81%
216,470
-15,562
61
$5.4M 0.78%
584,220
-39,029
62
$5.16M 0.75%
543,022
-6,404
63
$5.15M 0.75%
206,235
-15,335
64
$5.01M 0.73%
283,778
-21,462
65
$4.98M 0.72%
617,387
+13,438
66
$4.76M 0.69%
465,960
-33,050
67
$4.56M 0.66%
352,764
-27,445
68
$4.41M 0.64%
223,793
-16,210
69
$4.4M 0.64%
330,522
-23,835
70
$4.19M 0.61%
326,054
+182,419
71
$4.08M 0.59%
157,548
-11,454
72
$3.79M 0.55%
452,419
-29,023
73
$3.71M 0.54%
1,129,033
-78,734
74
$3.58M 0.52%
580,567
-43,229
75
$3.55M 0.51%
192,300
-13,884
1 2
3
4 5