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
$134M
AUM Growth
-$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$963K
2
+$504K
3
+$431K
4
LXU icon
LSB Industries
LXU
+$317K
5
CAS
A M Castle & Co
CAS
+$290K

Top Sells

1
+$2.9M
2
+$1.84M
3
+$984K
4
CBM
Cambrex Corporation
CBM
+$801K
5
MRCY icon
Mercury Systems
MRCY
+$765K

Sector Composition

1 Technology 25.56%
2 Industrials 18.84%
3 Consumer Discretionary 10.47%
4 Financials 9.73%
5 Healthcare 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.03M 0.78%
416,500
52
$1.01M 0.76%
6,705
+5
53
$963K 0.72%
+39,450
54
$961K 0.72%
94,172
-31,600
55
$927K 0.69%
71,440
-23,925
56
$916K 0.69%
15,719
-6,061
57
$914K 0.68%
47,398
-14,679
58
$905K 0.68%
136,200
59
$902K 0.68%
39,737
-14,276
60
$893K 0.67%
20,280
+5,245
61
$888K 0.67%
63,422
62
$864K 0.65%
31,319
-12,239
63
$856K 0.64%
93,230
-1,012
64
$833K 0.62%
61,020
-9,150
65
$830K 0.62%
73,577
-16,399
66
$775K 0.58%
43,446
-36,749
67
$775K 0.58%
72,310
-19,431
68
$760K 0.57%
62,285
-15,385
69
$742K 0.56%
42,090
70
$732K 0.55%
13,587
-5,237
71
$717K 0.54%
26,630
-8,333
72
$711K 0.53%
27,350
73
$705K 0.53%
168,206
-44,542
74
$691K 0.52%
74,084
-29,561
75
$689K 0.52%
58,448
-19,564
1 2
3
4 5