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
$548M
AUM Growth
-$4.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$2.41M
3
+$2.26M
4
TQNT
TRIQUINT SEMICONDUCTOR INC
TQNT
+$1.08M
5
BBSI icon
Barrett Business Services
BBSI
+$774K

Top Sells

1
+$5.81M
2
+$3.86M
3
+$3.78M
4
STKL
SunOpta
STKL
+$3.56M
5
PRGS icon
Progress Software
PRGS
+$1.97M

Sector Composition

1 Technology 18.74%
2 Industrials 17.99%
3 Financials 12.89%
4 Consumer Discretionary 11.43%
5 Healthcare 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.06M 0.92%
530,630
-27,037
52
$5.05M 0.92%
69,959
-3,889
53
$4.85M 0.88%
575,301
-64,936
54
$4.82M 0.88%
259,929
-6,153
55
$4.79M 0.87%
597,319
+736
56
$4.65M 0.85%
318,057
-17,033
57
$4.54M 0.83%
170,462
-8,506
58
$4.51M 0.82%
360,925
-17,528
59
$4.05M 0.74%
449,337
-22,370
60
$4.02M 0.73%
206,949
-9,751
61
$3.95M 0.72%
267,053
-13,126
62
$3.81M 0.7%
219,662
-11,892
63
$3.27M 0.6%
61,872
-3,385
64
$3.19M 0.58%
444,926
-25,054
65
$3.13M 0.57%
175,137
-8,096
66
$3.11M 0.57%
15,524
-757
67
$3.06M 0.56%
362,127
-17,374
68
$3M 0.55%
121,421
-6,685
69
$2.97M 0.54%
385,974
-18,477
70
$2.79M 0.51%
25,208
-1,236
71
$2.75M 0.5%
165,439
-8,828
72
$2.68M 0.49%
52,631
+9,201
73
$2.63M 0.48%
148,047
-8,055
74
$2.55M 0.47%
176,643
+11,669
75
$2.48M 0.45%
272,199
-15,027
1 2
3
4 5