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
$719M
AUM Growth
+$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.84M
3
+$2.05M
4
NFBK icon
Northfield Bancorp
NFBK
+$1.9M
5
FCN icon
FTI Consulting
FCN
+$829K

Top Sells

1
+$6.28M
2
+$4.71M
3
+$3.48M
4
LUV icon
Southwest Airlines
LUV
+$1.83M
5
DM
DOLAN COMPANY COMMON STOCK
DM
+$1.37M

Sector Composition

1 Industrials 18.12%
2 Technology 15.74%
3 Financials 11.98%
4 Consumer Discretionary 11.79%
5 Energy 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.03M 0.14%
147,966
-42,929
102
$956K 0.13%
15,069
103
$945K 0.13%
12,900
104
$856K 0.12%
22,355
105
$853K 0.12%
6,353
-34
106
$847K 0.12%
40,090
+331
107
$846K 0.12%
24,850
108
$829K 0.12%
+20,150
109
$803K 0.11%
34,843
+2,413
110
$787K 0.11%
29,914
-10,446
111
$782K 0.11%
40,000
112
$767K 0.11%
57,683
-6,707
113
$759K 0.11%
16,600
+2,200
114
$737K 0.1%
10,465
115
$709K 0.1%
53,700
116
$707K 0.1%
55,616
117
$704K 0.1%
30,350
118
$702K 0.1%
81,835
119
$700K 0.1%
96,255
+2,900
120
$669K 0.09%
11,568
-70
121
$618K 0.09%
69,750
+2,490
122
$617K 0.09%
11,600
-832
123
$568K 0.08%
1,700
124
$562K 0.08%
5,515
125
$561K 0.08%
9,350
3 4
5
6 7