IIM

Ironwood Investment Management Portfolio holdings

AUM $229M
1-Year Est. Return 26.6%
This Quarter Est. Return
1 Year Est. Return
+26.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
-$89.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.04M
3
+$801K
4
WBT
Welbilt, Inc.
WBT
+$620K
5
PVTB
PrivateBancorp Inc
PVTB
+$580K

Top Sells

1
+$2.64M
2
+$2.63M
3
+$2.6M
4
MRCY icon
Mercury Systems
MRCY
+$2.57M
5
PEGA icon
Pegasystems
PEGA
+$2.52M

Sector Composition

1 Technology 25.94%
2 Industrials 18.52%
3 Consumer Discretionary 11.43%
4 Financials 9.65%
5 Healthcare 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$564K 0.37%
15,797
102
$563K 0.37%
94,734
-113,046
103
$554K 0.36%
87,158
+5,574
104
$545K 0.36%
38,709
-46,200
105
$528K 0.35%
11,050
106
$528K 0.35%
16,333
-100
107
$523K 0.34%
80,565
-95,059
108
$515K 0.34%
29,249
-35,140
109
$513K 0.34%
118,651
-105,508
110
$510K 0.33%
97,497
+9,469
111
$483K 0.32%
4,468
+229
112
$473K 0.31%
9,383
-9
113
$466K 0.31%
16,570
114
$459K 0.3%
7,180
-1,500
115
$451K 0.3%
4,350
+819
116
$448K 0.29%
43,509
-30
117
$440K 0.29%
20,835
118
$427K 0.28%
4,770
119
$426K 0.28%
12,115
-50
120
$418K 0.27%
4,075
121
$395K 0.26%
13,857
122
$384K 0.25%
24,666
-28,410
123
$383K 0.25%
+8,350
124
$374K 0.25%
14,550
125
$369K 0.24%
+32,635
3 4
5
6 7