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
$628M
AUM Growth
-$61.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$3.14M
3
+$2.88M
4
PRFT
Perficient Inc
PRFT
+$1.48M
5
BBSI icon
Barrett Business Services
BBSI
+$1.02M

Top Sells

1
+$11.6M
2
+$5.94M
3
+$2.39M
4
STKL
SunOpta
STKL
+$1.99M
5
CSII
Cardiovascular Systems, Inc.
CSII
+$1.9M

Sector Composition

1 Industrials 18.68%
2 Technology 17.82%
3 Financials 11.59%
4 Consumer Discretionary 11.32%
5 Energy 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.64M 0.9%
254,262
+26,500
52
$5.55M 0.88%
513,158
-65,305
53
$5.34M 0.85%
293,614
-36,908
54
$5.01M 0.8%
461,914
-52,994
55
$4.96M 0.79%
71,910
-8,441
56
$4.7M 0.75%
310,776
-41,988
57
$4.69M 0.75%
513,281
-70,939
58
$4.68M 0.75%
70,865
-9,369
59
$4.47M 0.71%
192,485
-23,985
60
$4.3M 0.69%
175,164
-31,071
61
$4.28M 0.68%
250,857
-32,921
62
$4.17M 0.66%
497,560
-68,887
63
$4.1M 0.65%
507,731
-66,845
64
$4.1M 0.65%
+207,405
65
$4M 0.64%
627,480
+10,093
66
$3.97M 0.63%
302,784
-23,270
67
$3.62M 0.58%
435,084
-30,876
68
$3.52M 0.56%
28,781
-3,872
69
$3.5M 0.56%
198,561
-25,232
70
$3.37M 0.54%
604,551
-78,234
71
$3.29M 0.52%
513,162
-67,405
72
$3.22M 0.51%
139,004
-18,544
73
$3.14M 0.5%
+17,750
74
$3.1M 0.49%
406,443
-45,976
75
$2.98M 0.48%
414,769
-54,915
1 2
3
4 5