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
-$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.02M
3
+$754K
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$665K
5
BUD icon
AB InBev
BUD
+$362K

Top Sells

1
+$2.38M
2
+$1.82M
3
+$1.49M
4
BRCD
Brocade Communications Systems, Inc. NEW
BRCD
+$734K
5
OKSB
Southwest Bancorp Inc/OK
OKSB
+$614K

Sector Composition

1 Technology 27.98%
2 Industrials 17.75%
3 Financials 12.48%
4 Consumer Discretionary 10.02%
5 Materials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$681K 0.51%
10,923
-882
77
$666K 0.5%
63,422
78
$665K 0.5%
24,082
-1,590
79
$665K 0.5%
+10,010
80
$661K 0.49%
18,342
-1,098
81
$652K 0.49%
39,746
-3,442
82
$643K 0.48%
9,373
83
$642K 0.48%
17,839
-25
84
$629K 0.47%
5,054
+33
85
$625K 0.47%
110,648
-1,071
86
$614K 0.46%
44,576
+1,135
87
$604K 0.45%
74,535
-2,774
88
$602K 0.45%
15,250
89
$591K 0.44%
66,523
-4,879
90
$579K 0.43%
22,178
-1,736
91
$573K 0.43%
15,883
92
$571K 0.43%
51,889
-4,220
93
$567K 0.42%
46,192
-3,910
94
$555K 0.42%
11,050
95
$537K 0.4%
79,490
-952
96
$530K 0.4%
16,317
97
$524K 0.39%
39,862
-3,157
98
$517K 0.39%
28,688
-1,687
99
$500K 0.37%
17,090
-1,426
100
$496K 0.37%
47,203
+279
2 3
4
5 6