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
$134M
AUM Growth
-$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$963K
2
+$504K
3
+$431K
4
LXU icon
LSB Industries
LXU
+$317K
5
CAS
A M Castle & Co
CAS
+$290K

Top Sells

1
+$2.9M
2
+$1.84M
3
+$984K
4
CBM
Cambrex Corporation
CBM
+$801K
5
MRCY icon
Mercury Systems
MRCY
+$765K

Sector Composition

1 Technology 25.56%
2 Industrials 18.84%
3 Consumer Discretionary 10.47%
4 Financials 9.73%
5 Healthcare 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$678K 0.51%
97,860
+363
77
$663K 0.5%
32,651
-26,730
78
$651K 0.49%
17,950
79
$648K 0.49%
105,403
+1,052
80
$647K 0.48%
31,796
-12,319
81
$646K 0.48%
38,335
-15,000
82
$645K 0.48%
31,295
-9,630
83
$625K 0.47%
43,658
-15,447
84
$621K 0.47%
35,449
-9,628
85
$619K 0.46%
41,751
-12,674
86
$616K 0.46%
61,206
-22,571
87
$614K 0.46%
51,954
-20,306
88
$613K 0.46%
158,370
-45,596
89
$595K 0.45%
49,090
90
$590K 0.44%
57,121
-22,113
91
$589K 0.44%
19,071
-6,618
92
$589K 0.44%
27,593
-11,116
93
$585K 0.44%
54,743
+22,108
94
$576K 0.43%
87,600
+442
95
$571K 0.43%
15,995
+198
96
$562K 0.42%
15,690
-6,355
97
$557K 0.42%
8,980
98
$551K 0.41%
16,501
-69
99
$546K 0.41%
94,989
-36,183
100
$545K 0.41%
94,158
-24,493
2 3
4
5 6