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
$123M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$633K
3
+$463K
4
SMAR
Smartsheet Inc.
SMAR
+$357K
5
INGR icon
Ingredion
INGR
+$299K

Top Sells

1
+$1.25M
2
+$735K
3
+$637K
4
HDP
Hortonworks, Inc.
HDP
+$506K
5
STBZ
State Bank Financial Corporation. Common Stock
STBZ
+$440K

Sector Composition

1 Technology 31.96%
2 Industrials 17.66%
3 Financials 12.5%
4 Consumer Discretionary 9.94%
5 Healthcare 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$621K 0.5%
43,294
-1,166
77
$618K 0.5%
47,752
-1,665
78
$605K 0.49%
43,709
+3,011
79
$603K 0.49%
605
+121
80
$582K 0.47%
8,940
+320
81
$574K 0.47%
3,004
+148
82
$564K 0.46%
67,433
83
$563K 0.46%
4,356
-131
84
$559K 0.45%
7,428
+1,220
85
$545K 0.44%
67,352
-23,431
86
$544K 0.44%
15,050
87
$530K 0.43%
31,631
+1,694
88
$525K 0.43%
22,607
+12,515
89
$525K 0.43%
32,644
+1,000
90
$524K 0.43%
4,069
+155
91
$516K 0.42%
8,307
-201
92
$512K 0.42%
12,590
+390
93
$506K 0.41%
26,066
94
$505K 0.41%
2,771
+98
95
$492K 0.4%
3,479
+121
96
$490K 0.4%
13,481
97
$487K 0.4%
4,127
98
$485K 0.39%
17,232
-348
99
$463K 0.38%
+24,965
100
$461K 0.37%
7,413
2 3
4
5 6