IIM

Ironwood Investment Management Portfolio holdings

AUM $229M
1-Year Est. Return 26.6%
This Quarter Est. Return
1 Year Est. Return
+26.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$435M
AUM Growth
-$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.38M
3
+$2.22M
4
TCBK icon
TriCo Bancshares
TCBK
+$1.64M
5
ASCMA
Ascent Capital Group, Inc. Series A
ASCMA
+$888K

Top Sells

1
+$6.96M
2
+$6.26M
3
+$3.75M
4
CKSW
CLICKSOFTWARE TECH LTD
CKSW
+$3.65M
5
FOE
Ferro Corporation
FOE
+$3.27M

Sector Composition

1 Technology 20.51%
2 Industrials 17.5%
3 Consumer Discretionary 14.41%
4 Financials 11.16%
5 Healthcare 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.89M 0.44%
109,212
-28,695
77
$1.85M 0.42%
11,427
-3,057
78
$1.62M 0.37%
87,718
+6,136
79
$1.56M 0.36%
27,905
+1,945
80
$1.51M 0.35%
6,708
-297
81
$1.49M 0.34%
178
+14
82
$1.48M 0.34%
205,065
+16,975
83
$1.47M 0.34%
136,400
+10,520
84
$1.45M 0.33%
45,385
-11,899
85
$1.37M 0.31%
35,105
+2,835
86
$1.3M 0.3%
8,370
+507
87
$1.29M 0.3%
52,365
+4,390
88
$1.29M 0.3%
108,684
-125,320
89
$1.26M 0.29%
24,380
90
$1.2M 0.28%
201,473
-53,097
91
$1.17M 0.27%
236,646
-58,101
92
$1.14M 0.26%
14,055
+1,340
93
$1.06M 0.24%
219,217
-257,467
94
$1.05M 0.24%
12,591
95
$980K 0.23%
97,893
-43,124
96
$977K 0.22%
83,469
-118,037
97
$972K 0.22%
47,329
-18,939
98
$961K 0.22%
12,307
-8,800
99
$906K 0.21%
43,730
100
$874K 0.2%
6,863
-115
2 3
4
5 6