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
$628M
AUM Growth
-$61.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$3.14M
3
+$2.88M
4
PRFT
Perficient Inc
PRFT
+$1.48M
5
BBSI icon
Barrett Business Services
BBSI
+$1.02M

Top Sells

1
+$11.6M
2
+$5.94M
3
+$2.39M
4
STKL
SunOpta
STKL
+$1.99M
5
CSII
Cardiovascular Systems, Inc.
CSII
+$1.9M

Sector Composition

1 Industrials 18.68%
2 Technology 17.82%
3 Financials 11.59%
4 Consumer Discretionary 11.32%
5 Energy 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.2M 0.19%
34,349
-4,690
102
$1.19M 0.19%
128,817
+44,813
103
$1.17M 0.19%
39,318
-772
104
$1.12M 0.18%
13,360
-175
105
$1.12M 0.18%
24,250
-300
106
$1.11M 0.18%
29,110
+11,810
107
$1.08M 0.17%
66,565
-7,908
108
$1.05M 0.17%
321,846
-68,468
109
$1.02M 0.16%
+86,760
110
$986K 0.16%
98,210
-1,045
111
$980K 0.16%
120,543
+72,669
112
$965K 0.15%
30,399
-6,642
113
$894K 0.14%
12,740
-160
114
$853K 0.14%
55,748
+88
115
$849K 0.14%
24,850
116
$848K 0.14%
22,015
-340
117
$835K 0.13%
6,631
+29
118
$816K 0.13%
50,232
+25,687
119
$804K 0.13%
63,468
+25,021
120
$800K 0.13%
10,235
-230
121
$782K 0.12%
631,002
-80,987
122
$765K 0.12%
10,968
123
$710K 0.11%
39,560
-440
124
$707K 0.11%
39,330
-720
125
$663K 0.11%
80,870
-965
3 4
5
6 7