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
$435M
AUM Growth
-$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.38M
3
+$2.22M
4
TCBK icon
TriCo Bancshares
TCBK
+$1.64M
5
ASCMA
Ascent Capital Group, Inc. Series A
ASCMA
+$888K

Top Sells

1
+$6.96M
2
+$6.26M
3
+$3.75M
4
CKSW
CLICKSOFTWARE TECH LTD
CKSW
+$3.65M
5
FOE
Ferro Corporation
FOE
+$3.27M

Sector Composition

1 Technology 19.99%
2 Industrials 17.5%
3 Consumer Discretionary 14.41%
4 Financials 11.16%
5 Healthcare 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.71M 0.85%
275,655
-75,272
52
$3.7M 0.85%
316,030
-83,283
53
$3.7M 0.85%
236,707
-60,501
54
$3.57M 0.82%
125,441
-34,399
55
$3.46M 0.8%
333,263
+213,234
56
$3.45M 0.79%
1,283,269
-426,299
57
$3.41M 0.78%
52,225
-13,096
58
$3.4M 0.78%
160,955
+120,415
59
$3.36M 0.77%
78,559
+20,763
60
$3.24M 0.75%
398,572
-98,775
61
$3.1M 0.71%
337,390
-85,114
62
$3.02M 0.69%
162,341
-42,696
63
$2.95M 0.68%
435,751
+12,775
64
$2.93M 0.67%
18,606
-4,919
65
$2.92M 0.67%
435,202
-175,731
66
$2.91M 0.67%
193,309
-52,893
67
$2.77M 0.64%
155,268
-38,695
68
$2.58M 0.59%
331,765
-87,745
69
$2.48M 0.57%
272,540
+41,300
70
$2.47M 0.57%
276,713
-76,397
71
$2.4M 0.55%
42,886
-11,849
72
$2.3M 0.53%
122,257
-32,182
73
$2.14M 0.49%
23,600
+1,270
74
$2.09M 0.48%
99,929
-26,257
75
$1.89M 0.44%
109,212
-28,695
1 2
3
4 5