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
$553M
AUM Growth
-$74.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$747K
3
+$739K
4
BRCD
Brocade Communications Systems, Inc. NEW
BRCD
+$676K
5
SPPI
Spectrum Pharmaceuticals Inc
SPPI
+$664K

Top Sells

1
+$2.13M
2
+$1.68M
3
+$1.52M
4
AMED
Amedisys
AMED
+$1.3M
5
THG icon
Hanover Insurance
THG
+$1.01M

Sector Composition

1 Technology 18.68%
2 Industrials 18.37%
3 Financials 11.57%
4 Consumer Discretionary 11.12%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.14M 0.21%
660,442
-52,681
102
$1.09M 0.2%
32,810
+3,700
103
$1.05M 0.19%
31,614
-2,735
104
$1.04M 0.19%
13,376
+16
105
$1.03M 0.19%
104,828
+41,360
106
$1.03M 0.19%
316,121
-5,725
107
$1.01M 0.18%
24,250
108
$908K 0.16%
12,740
109
$894K 0.16%
39,560
110
$887K 0.16%
55,085
-663
111
$867K 0.16%
24,850
112
$866K 0.16%
61,435
-5,130
113
$856K 0.15%
6,969
+338
114
$835K 0.15%
39,318
115
$820K 0.15%
27,015
+5,000
116
$807K 0.15%
10,968
117
$779K 0.14%
924,940
-79,876
118
$655K 0.12%
10,235
119
$640K 0.12%
39,330
120
$639K 0.12%
580,546
-50,456
121
$632K 0.11%
1,660
122
$624K 0.11%
17,922
-200
123
$607K 0.11%
98,210
124
$604K 0.11%
52,995
125
$598K 0.11%
5,370
3 4
5
6 7