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
$548M
AUM Growth
-$4.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$2.41M
3
+$2.26M
4
TQNT
TRIQUINT SEMICONDUCTOR INC
TQNT
+$1.08M
5
BBSI icon
Barrett Business Services
BBSI
+$774K

Top Sells

1
+$5.81M
2
+$3.86M
3
+$3.78M
4
STKL
SunOpta
STKL
+$3.56M
5
PRGS icon
Progress Software
PRGS
+$1.97M

Sector Composition

1 Technology 18.74%
2 Industrials 17.99%
3 Financials 12.89%
4 Consumer Discretionary 11.43%
5 Healthcare 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.44M 0.45%
415,767
+28,441
77
$2.42M 0.44%
204,417
+13,398
78
$2.04M 0.37%
258,547
-13,267
79
$1.94M 0.35%
21,635
80
$1.89M 0.34%
61,400
-3,388
81
$1.77M 0.32%
67,301
-3,551
82
$1.72M 0.31%
68,889
-4,661
83
$1.69M 0.31%
163
-10
84
$1.61M 0.29%
126,819
+10,469
85
$1.57M 0.29%
228,560
+113,000
86
$1.53M 0.28%
220,160
+18,092
87
$1.5M 0.27%
25,850
88
$1.47M 0.27%
314,094
-16,424
89
$1.46M 0.27%
7,045
-167
90
$1.45M 0.26%
81,207
-2,238
91
$1.43M 0.26%
65,920
92
$1.41M 0.26%
529,967
-26,849
93
$1.38M 0.25%
623,844
-36,598
94
$1.25M 0.23%
8,157
+58
95
$1.25M 0.23%
13,522
-80
96
$1.21M 0.22%
13,070
+388
97
$1.17M 0.21%
114,177
+9,349
98
$1.14M 0.21%
24,250
99
$1.1M 0.2%
12,740
100
$1.09M 0.2%
35,188
-1,836
2 3
4
5 6