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
$242M
AUM Growth
-$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.93M
3
+$1.04M
4
DFRG
Del Frisco's Restaurant Group, Inc. Common Stock
DFRG
+$948K
5
TTMI icon
TTM Technologies
TTMI
+$514K

Top Sells

1
+$5.82M
2
+$1.22M
3
+$1.04M
4
MRCY icon
Mercury Systems
MRCY
+$1.01M
5
DY icon
Dycom Industries
DY
+$1M

Sector Composition

1 Technology 22.66%
2 Industrials 18.41%
3 Consumer Discretionary 11.41%
4 Financials 10.7%
5 Healthcare 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.02M 0.83%
159,440
-39,065
52
$2.02M 0.83%
69,333
-14,919
53
$2.01M 0.83%
108,854
-22,647
54
$1.98M 0.82%
123,810
+59,185
55
$1.93M 0.8%
+227,500
56
$1.84M 0.76%
179,550
-48,141
57
$1.79M 0.74%
23,600
58
$1.75M 0.72%
289,656
-69,315
59
$1.71M 0.7%
107,230
-22,935
60
$1.62M 0.67%
158,566
-30,393
61
$1.59M 0.66%
174,387
-40,810
62
$1.51M 0.62%
27,905
63
$1.5M 0.62%
85,878
-20,501
64
$1.48M 0.61%
207,780
-49,815
65
$1.46M 0.6%
155,217
-32,082
66
$1.43M 0.59%
48,450
-11,656
67
$1.39M 0.57%
84,909
-20,525
68
$1.35M 0.56%
24,380
69
$1.35M 0.56%
89,837
70
$1.33M 0.55%
58,263
-13,902
71
$1.27M 0.52%
6,438
-150
72
$1.26M 0.52%
26,511
+9,200
73
$1.26M 0.52%
86,834
-18,650
74
$1.26M 0.52%
6,025
-1,408
75
$1.25M 0.52%
175,777
-41,835
1 2
3
4 5