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IIM
Ironwood Investment Management Portfolio holdings
AUM
$240M
1-Year Est. Return
45.82%
This Fund
S&P 500
This Quarter
Est. Return
+6.41%
1 Year Est. Return
+45.82%
3 Year Est. Return
+149.14%
5 Year Est. Return
+180.33%
10 Year Est. Return
+990.3%
AUM
$563M
AUM Growth
–
Cap. Flow
+$544M
Cap. Flow
% of AUM
96.65%
Top 10 Holdings %
Top 10 Hldgs %
18.74%
Holding
152
New
152
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Steven Madden
SHOO
|
+$12.4M |
| 2 |
ALOG
Analogic Corp
ALOG
|
+$10.6M |
| 3 |
CSII
Cardiovascular Systems, Inc.
CSII
|
+$10.4M |
| 4 |
JOSB
JOS A BANK CLOTHIERS INC
JOSB
|
+$10.3M |
| 5 |
Terex
TEX
|
+$10.2M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 18.11% |
| 2 | Technology | 14.22% |
| 3 | Consumer Discretionary | 13.69% |
| 4 | Financials | 11.68% |
| 5 | Healthcare | 7.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
CACI
CACI
$14.8B
| $819K | 0.15% |
+12,900
| New | +$779K |
|
|
FOE
102
DELISTED
Ferro Corporation
FOE
| $810K | 0.14% |
+116,550
| New | +$809K |
|
103
SM Energy
SM
$7.72B
| $752K | 0.13% |
+12,535
| New | +$764K |
|
|
TPC
104
Tutor Perini Cor
TPC
$5.16B
| $729K | 0.13% |
+40,315
| New | +$711K |
|
105
Western Digital
WDC
$152B
| $707K | 0.13% |
+15,069
| New | +$660K |
|
|
JAH
106
DELISTED
JARDEN CORPORATION
JAH
| $707K | 0.13% |
+24,230
| New | +$727K |
|
107
Commercial Vehicle Group
CVGI
$134M
| $696K | 0.12% |
+93,355
| New | +$704K |
|
108
GE Aerospace
GE
$381B
| $689K | 0.12% |
+6,200
| New | +$686K |
|
109
TTM Technologies
TTMI
$13.7B
| $687K | 0.12% |
+81,835
| New | +$636K |
|
|
B
110
DELISTED
Barnes Group Inc.
B
| $670K | 0.12% |
+22,355
| New | +$646K |
|
111
Extreme Networks
EXTR
$3.12B
| $655K | 0.12% |
+190,270
| New | +$635K |
|
112
Manitowoc
MTW
$698M
| $645K | 0.11% |
+39,759
| New | +$679K |
|
113
HP
HPQ
$26.6B
| $626K | 0.11% |
+55,616
| New | +$568K |
|
114
Griffon
GFF
$4.83B
| $604K | 0.11% |
+53,700
| New | +$590K |
|
|
SDIX
115
DELISTED
STRATEGIC DIAGNOSTICS INC
SDIX
| $601K | 0.11% |
+666,771
| New | +$671K |
|
|
WFM
116
DELISTED
Whole Foods Market Inc
WFM
| $600K | 0.11% |
+11,648
| New | +$562K |
|
117
Steel Dynamics
STLD
$37.9B
| $596K | 0.11% |
+40,000
| New | +$599K |
|
|
SEE
118
DELISTED
Sealed Air
SEE
| $595K | 0.11% |
+24,850
| New | +$574K |
|
119
Pilgrim's Pride
PPC
$6.4B
| $592K | 0.11% |
+39,594
| New | +$442K |
|
120
Bristol-Myers Squibb
BMY
$130B
| $556K | 0.1% |
+12,432
| New | +$540K |
|
121
Koppers
KOP
$867M
| $550K | 0.1% |
+14,400
| New | +$599K |
|
122
Albemarle
ALB
$15.2B
| $524K | 0.09% |
+8,405
| New | +$528K |
|
123
Belden
BDC
$5.25B
| $523K | 0.09% |
+10,465
| New | +$531K |
|
|
BRCD
124
DELISTED
Brocade Communications Systems, Inc. NEW
BRCD
| $521K | 0.09% |
+90,390
| New | +$505K |
|
125
Clean Harbors
CLH
$16.5B
| $472K | 0.08% |
+9,350
| New | +$521K |
|
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Ironwood Investment Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Ironwood Investment Management, which disclosed 152 positions worth $563M. Its ten largest holdings account for 19% of the portfolio.
Its largest position is Steven Madden: 593,586 shares worth $12.8M.
By sector, the portfolio is most concentrated in Industrials at 18% of assets, followed by Technology and Consumer Discretionary.
- Ironwood Investment Management's largest Q2 2013 buy was Steven Madden: 593,586 shares worth $12.8M.
- Ironwood Investment Management's ten largest holdings make up 19% of its $563M portfolio in Q2 2013.
- Ironwood Investment Management disclosed 152 positions in Q2 2013, its first 13F filing on record.
Based on Ironwood Investment Management's 13F filing for Q2 2013, filed 6 Aug 2013.