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
$123M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$633K
3
+$463K
4
SMAR
Smartsheet Inc.
SMAR
+$357K
5
INGR icon
Ingredion
INGR
+$299K

Top Sells

1
+$1.25M
2
+$735K
3
+$637K
4
HDP
Hortonworks, Inc.
HDP
+$506K
5
STBZ
State Bank Financial Corporation. Common Stock
STBZ
+$440K

Sector Composition

1 Technology 31.96%
2 Industrials 17.66%
3 Financials 12.5%
4 Consumer Discretionary 9.94%
5 Healthcare 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$780K 0.63%
14,455
+1
52
$780K 0.63%
9,647
-224
53
$771K 0.63%
7,658
+220
54
$767K 0.62%
36,668
-603
55
$760K 0.62%
10,537
-400
56
$760K 0.62%
19,356
-699
57
$756K 0.61%
7,468
+800
58
$738K 0.6%
16,063
-226
59
$738K 0.6%
8,921
-223
60
$728K 0.59%
6,218
-10
61
$713K 0.58%
3,010
+82
62
$710K 0.58%
30,649
-205
63
$708K 0.57%
38,285
64
$688K 0.56%
24,381
-483
65
$668K 0.54%
9,319
-20
66
$647K 0.53%
22,297
+9,609
67
$641K 0.52%
3,337
68
$640K 0.52%
15,875
-633
69
$638K 0.52%
5,452
+150
70
$637K 0.52%
21,305
-406
71
$633K 0.51%
+57,817
72
$630K 0.51%
3,946
+197
73
$629K 0.51%
23,103
-647
74
$628K 0.51%
68,530
-519
75
$621K 0.5%
4,441
+66
1 2
3
4 5