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
$628M
AUM Growth
-$61.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$3.14M
3
+$2.88M
4
PRFT
Perficient Inc
PRFT
+$1.48M
5
BBSI icon
Barrett Business Services
BBSI
+$1.02M

Top Sells

1
+$11.6M
2
+$5.94M
3
+$2.39M
4
STKL
SunOpta
STKL
+$1.99M
5
CSII
Cardiovascular Systems, Inc.
CSII
+$1.9M

Sector Composition

1 Industrials 18.68%
2 Technology 17.82%
3 Financials 11.59%
4 Consumer Discretionary 11.32%
5 Energy 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.88M 0.46%
+61,295
77
$2.74M 0.44%
15,495
-2,066
78
$2.73M 0.43%
169,440
-22,860
79
$2.67M 0.43%
558,536
+15,514
80
$2.65M 0.42%
171,728
-21,222
81
$2.55M 0.41%
713,123
-95,951
82
$2.48M 0.4%
70,284
-9,521
83
$2.13M 0.34%
24,712
-134,673
84
$1.93M 0.31%
76,882
-10,021
85
$1.86M 0.3%
173
-1
86
$1.82M 0.29%
21,635
-240
87
$1.8M 0.29%
83,445
-749
88
$1.65M 0.26%
48,991
-6,340
89
$1.62M 0.26%
1,004,816
-124,217
90
$1.61M 0.26%
113,045
+42,717
91
$1.58M 0.25%
40,282
-5,194
92
$1.56M 0.25%
25,850
-265
93
$1.42M 0.23%
261,661
+124,571
94
$1.41M 0.22%
14,002
+40
95
$1.4M 0.22%
8,058
+31
96
$1.4M 0.22%
7,497
-10
97
$1.36M 0.22%
65,920
-830
98
$1.3M 0.21%
77,902
-10,105
99
$1.24M 0.2%
8,637
+3,019
100
$1.23M 0.2%
121,300
-1,500
2 3
4
5 6