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
$134M
AUM Growth
-$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$963K
2
+$504K
3
+$431K
4
LXU icon
LSB Industries
LXU
+$317K
5
CAS
A M Castle & Co
CAS
+$290K

Top Sells

1
+$2.9M
2
+$1.84M
3
+$984K
4
CBM
Cambrex Corporation
CBM
+$801K
5
MRCY icon
Mercury Systems
MRCY
+$765K

Sector Composition

1 Technology 26.46%
2 Industrials 18.84%
3 Consumer Discretionary 10.47%
4 Financials 9.73%
5 Healthcare 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$545K 0.41%
94,158
-24,493
102
$544K 0.41%
4,487
+19
103
$536K 0.4%
16,333
104
$523K 0.39%
7,105
-75
105
$520K 0.39%
9,404
+21
106
$504K 0.38%
+19,120
107
$503K 0.38%
11,050
108
$474K 0.36%
28,022
-11,019
109
$473K 0.35%
20,835
110
$464K 0.35%
18,064
-100
111
$462K 0.35%
43,544
+35
112
$461K 0.35%
4,770
113
$447K 0.33%
20,944
-8,305
114
$431K 0.32%
+14,212
115
$431K 0.32%
14,750
+200
116
$418K 0.31%
4,361
+11
117
$418K 0.31%
3,950
-125
118
$402K 0.3%
11,990
-125
119
$398K 0.3%
13,858
+1
120
$360K 0.27%
68,107
-26,627
121
$354K 0.27%
11,052
+30
122
$346K 0.26%
211,040
+176,630
123
$342K 0.26%
57,282
-23,283
124
$329K 0.25%
2,274
+9
125
$318K 0.24%
25,308
+20
3 4
5
6 7