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
$553M
AUM Growth
-$74.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$747K
3
+$739K
4
BRCD
Brocade Communications Systems, Inc. NEW
BRCD
+$676K
5
SPPI
Spectrum Pharmaceuticals Inc
SPPI
+$664K

Top Sells

1
+$2.13M
2
+$1.68M
3
+$1.52M
4
AMED
Amedisys
AMED
+$1.3M
5
THG icon
Hanover Insurance
THG
+$1.01M

Sector Composition

1 Technology 18.68%
2 Industrials 18.37%
3 Financials 11.57%
4 Consumer Discretionary 11.12%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.96M 0.9%
194,582
-14,366
52
$4.95M 0.9%
73,848
-6,470
53
$4.79M 0.87%
335,090
-26,774
54
$4.76M 0.86%
378,453
-27,947
55
$4.32M 0.78%
459,948
-37,612
56
$4.2M 0.76%
178,968
-13,517
57
$4M 0.72%
271,814
-21,800
58
$3.93M 0.71%
65,257
-5,608
59
$3.82M 0.69%
280,179
-22,605
60
$3.8M 0.69%
231,554
-19,303
61
$3.77M 0.68%
469,980
-37,751
62
$3.77M 0.68%
474,784
-38,374
63
$3.61M 0.65%
668,220
+40,740
64
$3.6M 0.65%
216,700
+9,295
65
$3.27M 0.59%
162,244
-12,920
66
$3.25M 0.59%
471,707
-41,455
67
$2.93M 0.53%
404,451
-30,633
68
$2.9M 0.52%
128,106
-10,898
69
$2.72M 0.49%
16,281
-1,469
70
$2.5M 0.45%
287,226
-23,550
71
$2.47M 0.45%
26,444
-2,337
72
$2.41M 0.44%
73,550
+12,255
73
$2.39M 0.43%
164,627
-7,101
74
$2.36M 0.43%
70,852
-6,030
75
$2.35M 0.42%
164,974
+51,929
1 2
3
4 5