IIM

Ironwood Investment Management Portfolio holdings

AUM $229M
1-Year Est. Return 26.6%
This Quarter Est. Return
1 Year Est. Return
+26.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
-$89.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.04M
3
+$801K
4
WBT
Welbilt, Inc.
WBT
+$620K
5
PVTB
PrivateBancorp Inc
PVTB
+$580K

Top Sells

1
+$2.64M
2
+$2.63M
3
+$2.6M
4
MRCY icon
Mercury Systems
MRCY
+$2.57M
5
PEGA icon
Pegasystems
PEGA
+$2.52M

Sector Composition

1 Technology 25.94%
2 Industrials 18.52%
3 Consumer Discretionary 11.43%
4 Financials 9.65%
5 Healthcare 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.75%
125,772
-29,445
52
$1.15M 0.75%
152,355
-54,129
53
$1.14M 0.74%
62,077
-67,113
54
$1.13M 0.74%
170,215
55
$1.12M 0.73%
107,601
-110,195
56
$1.1M 0.72%
43,558
-52,606
57
$1.09M 0.72%
+35,350
58
$1.08M 0.71%
136,200
-200
59
$1.05M 0.69%
12,579
-12
60
$1.05M 0.69%
77,670
-79,709
61
$1.04M 0.68%
+40,925
62
$1.04M 0.68%
91,910
+5,823
63
$1.02M 0.67%
6,700
-104
64
$1M 0.66%
6,363
-75
65
$997K 0.65%
94,242
+4,814
66
$984K 0.64%
43,730
67
$980K 0.64%
59,105
-64,705
68
$969K 0.63%
18,824
-23,050
69
$966K 0.63%
62,150
-59,345
70
$949K 0.62%
212,748
-188,934
71
$940K 0.62%
34,963
-34,370
72
$895K 0.59%
54,425
-52,805
73
$893K 0.58%
78,012
-100,411
74
$878K 0.58%
83,777
-90,610
75
$872K 0.57%
44,115
-53,023
1 2
3
4 5