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
$719M
AUM Growth
+$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.84M
3
+$2.05M
4
NFBK icon
Northfield Bancorp
NFBK
+$1.9M
5
FCN icon
FTI Consulting
FCN
+$829K

Top Sells

1
+$6.28M
2
+$4.71M
3
+$3.48M
4
LUV icon
Southwest Airlines
LUV
+$1.83M
5
DM
DOLAN COMPANY COMMON STOCK
DM
+$1.37M

Sector Composition

1 Industrials 18.12%
2 Technology 15.74%
3 Financials 11.98%
4 Consumer Discretionary 11.79%
5 Energy 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.57M 0.5%
549,426
+51,414
77
$3.38M 0.47%
33,060
-46,044
78
$3.14M 0.44%
85,570
+3,073
79
$2.95M 0.41%
380,209
+13,358
80
$2.77M 0.39%
35,023
+1,206
81
$2.48M 0.34%
93,143
+3,255
82
$2.25M 0.31%
734,391
+25,800
83
$2.24M 0.31%
41,951
+1,458
84
$1.96M 0.27%
48,819
+1,674
85
$1.9M 0.26%
+143,635
86
$1.63M 0.23%
78,118
-3,871
87
$1.58M 0.22%
762,352
+26,193
88
$1.52M 0.21%
21,475
+200
89
$1.45M 0.2%
8,102
+130
90
$1.42M 0.2%
26,115
+200
91
$1.41M 0.2%
13,911
+65
92
$1.38M 0.19%
94,218
+3,450
93
$1.35M 0.19%
174
-28
94
$1.32M 0.18%
107,000
-3,200
95
$1.31M 0.18%
79,710
+2,512
96
$1.27M 0.18%
7,842
-170
97
$1.19M 0.17%
66,750
98
$1.19M 0.16%
393,645
+2,392
99
$1.13M 0.16%
23,100
100
$1.04M 0.14%
12,535
2 3
4
5 6