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
$689M
AUM Growth
-$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$8.32M
2
+$8.19M
3
+$2.44M
4
NFBK icon
Northfield Bancorp
NFBK
+$2.35M
5
FNFG
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
+$2.2M

Top Sells

1
+$11.7M
2
+$4.62M
3
+$3.38M
4
SAVE
Spirit Airlines, Inc.
SAVE
+$1.5M
5
CSII
Cardiovascular Systems, Inc.
CSII
+$1.24M

Sector Composition

1 Industrials 18.36%
2 Technology 15.78%
3 Financials 12.07%
4 Consumer Discretionary 11.72%
5 Energy 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.36M 0.49%
192,950
-12,681
77
$3.29M 0.48%
17,561
-1,259
78
$2.92M 0.42%
79,805
-5,765
79
$2.85M 0.41%
32,653
-2,370
80
$2.74M 0.4%
469,684
-66,544
81
$2.44M 0.35%
+55,331
82
$2.02M 0.29%
86,903
-6,240
83
$1.89M 0.27%
682,785
-51,606
84
$1.89M 0.27%
84,194
+6,076
85
$1.83M 0.27%
174
86
$1.72M 0.25%
45,476
-3,343
87
$1.55M 0.22%
26,115
88
$1.54M 0.22%
39,039
-2,912
89
$1.48M 0.21%
8,027
-75
90
$1.44M 0.21%
21,875
+400
91
$1.36M 0.2%
13,962
+51
92
$1.33M 0.19%
7,507
-335
93
$1.31M 0.19%
88,007
-6,211
94
$1.26M 0.18%
122,800
+15,800
95
$1.26M 0.18%
66,750
96
$1.21M 0.18%
390,314
-3,331
97
$1.2M 0.17%
74,473
-5,237
98
$1.16M 0.17%
711,989
-50,363
99
$1.14M 0.17%
40,090
100
$1.1M 0.16%
24,550
+1,450
2 3
4
5 6