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
-$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.02M
3
+$754K
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$665K
5
BUD icon
AB InBev
BUD
+$362K

Top Sells

1
+$2.38M
2
+$1.82M
3
+$1.49M
4
BRCD
Brocade Communications Systems, Inc. NEW
BRCD
+$734K
5
OKSB
Southwest Bancorp Inc/OK
OKSB
+$614K

Sector Composition

1 Technology 27.98%
2 Industrials 17.75%
3 Financials 12.48%
4 Consumer Discretionary 10.02%
5 Materials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$927K 0.69%
19,150
-1,438
52
$925K 0.69%
43,242
-1,750
53
$919K 0.69%
14,077
-642
54
$892K 0.67%
39,546
-1,355
55
$878K 0.66%
346,500
+3,000
56
$874K 0.65%
14,011
57
$851K 0.64%
73,252
-3,528
58
$841K 0.63%
49,432
-3,210
59
$835K 0.62%
27,594
-1,640
60
$825K 0.62%
42,045
61
$820K 0.61%
16,539
-510
62
$797K 0.6%
44,675
-3,070
63
$789K 0.59%
38,526
-2,239
64
$781K 0.58%
9,075
+95
65
$776K 0.58%
21,836
-1,769
66
$769K 0.58%
17,950
67
$761K 0.57%
27,817
-1,425
68
$754K 0.56%
+102,730
69
$750K 0.56%
33,411
-1,851
70
$730K 0.55%
20,835
71
$726K 0.54%
45,105
-2,948
72
$719K 0.54%
64,941
-4,160
73
$713K 0.53%
7,670
-596
74
$688K 0.51%
122,080
+2,700
75
$685K 0.51%
9,432
-767
1 2
3
4 5