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
$138M
AUM Growth
+$4.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$941K
3
+$535K
4
BHBK
Blue Hills Bancorp, Inc.
BHBK
+$454K
5
TREC
Trecora Resources
TREC
+$375K

Top Sells

1
+$1.38M
2
+$730K
3
+$567K
4
EXTR icon
Extreme Networks
EXTR
+$432K
5
COST icon
Costco
COST
+$286K

Sector Composition

1 Technology 29.38%
2 Industrials 16.44%
3 Financials 12.71%
4 Consumer Discretionary 9.62%
5 Materials 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$941K 0.68%
+109,110
52
$940K 0.68%
70,412
-2,840
53
$925K 0.67%
41,346
-1,896
54
$890K 0.64%
67,433
+40,543
55
$879K 0.64%
356,500
+10,000
56
$860K 0.62%
9,075
57
$859K 0.62%
6,636
-27
58
$854K 0.62%
46,179
-2,628
59
$840K 0.61%
38,285
60
$840K 0.61%
32,338
+4,521
61
$826K 0.6%
142,429
-9,706
62
$817K 0.59%
13,529
-548
63
$814K 0.59%
28,305
-1,597
64
$813K 0.59%
48,971
-2,918
65
$806K 0.58%
26,433
-1,161
66
$806K 0.58%
9,008
+1,338
67
$793K 0.57%
42,045
68
$791K 0.57%
17,950
69
$789K 0.57%
61,776
-3,165
70
$785K 0.57%
47,010
-2,422
71
$770K 0.56%
31,950
-1,461
72
$769K 0.56%
39,350
+824
73
$766K 0.55%
51,900
+23,859
74
$765K 0.55%
42,755
-2,350
75
$722K 0.52%
20,543
-1,293
1 2
3
4 5