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
$689M
AUM Growth
-$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$8.32M
2
+$8.19M
3
+$2.44M
4
NFBK icon
Northfield Bancorp
NFBK
+$2.35M
5
FNFG
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
+$2.2M

Top Sells

1
+$11.7M
2
+$4.62M
3
+$3.38M
4
SAVE
Spirit Airlines, Inc.
SAVE
+$1.5M
5
CSII
Cardiovascular Systems, Inc.
CSII
+$1.24M

Sector Composition

1 Industrials 18.36%
2 Technology 15.78%
3 Financials 12.07%
4 Consumer Discretionary 11.72%
5 Energy 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.06M 0.15%
37,041
+7,127
102
$965K 0.14%
13,535
+1,000
103
$952K 0.14%
12,900
104
$905K 0.13%
99,255
+3,000
105
$891K 0.13%
84,004
+14,254
106
$887K 0.13%
70,328
+12,645
107
$860K 0.12%
22,355
108
$848K 0.12%
5,618
+3,458
109
$819K 0.12%
6,602
+249
110
$818K 0.12%
55,660
+44
111
$817K 0.12%
24,850
112
$761K 0.11%
10,968
-4,101
113
$746K 0.11%
137,090
+97,991
114
$728K 0.11%
10,465
115
$713K 0.1%
17,300
+700
116
$712K 0.1%
40,000
117
$692K 0.1%
81,835
118
$664K 0.1%
1,700
119
$641K 0.09%
53,700
120
$628K 0.09%
40,050
+10,000
121
$603K 0.09%
11,600
122
$588K 0.09%
5,515
123
$585K 0.08%
11,538
-30
124
$579K 0.08%
30,350
125
$558K 0.08%
8,405
3 4
5
6 7