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
$153M
AUM Growth
-$89.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.04M
3
+$801K
4
WBT
Welbilt, Inc.
WBT
+$620K
5
PVTB
PrivateBancorp Inc
PVTB
+$580K

Top Sells

1
+$2.64M
2
+$2.63M
3
+$2.6M
4
MRCY icon
Mercury Systems
MRCY
+$2.57M
5
PEGA icon
Pegasystems
PEGA
+$2.52M

Sector Composition

1 Technology 25.94%
2 Industrials 18.52%
3 Consumer Discretionary 11.43%
4 Financials 9.65%
5 Healthcare 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$866K 0.57%
89,976
-68,590
77
$855K 0.56%
131,172
-158,484
78
$851K 0.56%
72,260
-87,180
79
$824K 0.54%
53,335
80
$822K 0.54%
45,077
-41,757
81
$818K 0.54%
203,966
-181,782
82
$801K 0.52%
+18,200
83
$770K 0.5%
263,575
+13,057
84
$765K 0.5%
104,351
+23,983
85
$760K 0.5%
103,645
-123,855
86
$735K 0.48%
25,689
-32,574
87
$733K 0.48%
63,422
88
$712K 0.47%
79,234
-96,543
89
$682K 0.45%
22,045
-26,405
90
$669K 0.44%
252,315
91
$647K 0.42%
49,090
+19,500
92
$646K 0.42%
2,810
-3,215
93
$631K 0.41%
27,350
94
$620K 0.41%
+42,090
95
$599K 0.39%
18,164
-1,025
96
$588K 0.39%
39,041
-46,837
97
$582K 0.38%
17,950
98
$580K 0.38%
+15,035
99
$575K 0.38%
8,980
100
$568K 0.37%
8,885
-50
2 3
4
5 6