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
$637M
AUM Growth
+$73.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$5.03M
3
+$3.17M
4
XCRA
Xcerra Corporation
XCRA
+$2.83M
5
ZINC
HORSEHEAD HLDG CORP COM STK (DE)
ZINC
+$2.11M

Top Sells

1
+$4.92M
2
+$4.8M
3
+$4.29M
4
PRGS icon
Progress Software
PRGS
+$2.92M
5
ZQK
QUICKSILVER,INC.
ZQK
+$2.61M

Sector Composition

1 Industrials 17.87%
2 Technology 15.27%
3 Consumer Discretionary 12.05%
4 Financials 11.09%
5 Energy 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.37M 0.53%
518,334
+11,067
77
$3.32M 0.52%
366,851
+8,245
78
$3.06M 0.48%
373,567
+9,591
79
$2.79M 0.44%
199,347
+4,101
80
$2.61M 0.41%
33,817
+825
81
$2.59M 0.41%
82,497
+1,894
82
$2.21M 0.35%
708,591
+16,956
83
$1.99M 0.31%
81,989
+652
84
$1.86M 0.29%
89,888
+2,093
85
$1.83M 0.29%
125,848
+2,852
86
$1.81M 0.28%
77,198
+1,682
87
$1.65M 0.26%
21,275
88
$1.56M 0.25%
202
89
$1.56M 0.25%
90,768
+2,310
90
$1.53M 0.24%
47,145
+956
91
$1.41M 0.22%
7,972
+63
92
$1.37M 0.21%
110,200
93
$1.37M 0.21%
605,229
+14,733
94
$1.29M 0.2%
391,253
-17,391
95
$1.26M 0.2%
25,915
96
$1.19M 0.19%
13,846
+255
97
$1.04M 0.16%
40,493
+928
98
$1.03M 0.16%
736,159
+17,179
99
$1.03M 0.16%
8,012
-290
100
$996K 0.16%
190,895
+625
2 3
4
5 6