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
$553M
AUM Growth
-$74.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$747K
3
+$739K
4
BRCD
Brocade Communications Systems, Inc. NEW
BRCD
+$676K
5
SPPI
Spectrum Pharmaceuticals Inc
SPPI
+$664K

Top Sells

1
+$2.13M
2
+$1.68M
3
+$1.52M
4
AMED
Amedisys
AMED
+$1.3M
5
THG icon
Hanover Insurance
THG
+$1.01M

Sector Composition

1 Technology 18.68%
2 Industrials 18.37%
3 Financials 11.57%
4 Consumer Discretionary 11.12%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.29M 0.42%
474,168
-39,113
77
$2.22M 0.4%
156,102
-13,338
78
$2.22M 0.4%
379,501
-35,268
79
$2.1M 0.38%
596,583
+38,047
80
$2.08M 0.38%
64,788
-5,496
81
$2.08M 0.38%
191,019
+62,202
82
$2.07M 0.37%
330,518
-75,925
83
$1.95M 0.35%
183,233
-15,328
84
$1.84M 0.33%
387,326
+125,665
85
$1.83M 0.33%
556,816
-47,735
86
$1.71M 0.31%
83,445
87
$1.65M 0.3%
173
88
$1.65M 0.3%
202,068
+81,525
89
$1.57M 0.28%
21,635
90
$1.47M 0.27%
8,099
+41
91
$1.43M 0.26%
25,850
92
$1.4M 0.25%
7,212
-285
93
$1.4M 0.25%
37,024
-3,258
94
$1.34M 0.24%
45,526
-3,465
95
$1.34M 0.24%
12,682
+4,045
96
$1.31M 0.24%
116,350
+66,118
97
$1.28M 0.23%
13,602
-400
98
$1.25M 0.23%
121,300
99
$1.23M 0.22%
65,920
100
$1.14M 0.21%
115,560
+28,800
2 3
4
5 6