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
$134M
AUM Growth
-$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.02M
3
+$754K
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$665K
5
BUD icon
AB InBev
BUD
+$362K

Top Sells

1
+$2.38M
2
+$1.82M
3
+$1.49M
4
BRCD
Brocade Communications Systems, Inc. NEW
BRCD
+$734K
5
OKSB
Southwest Bancorp Inc/OK
OKSB
+$614K

Sector Composition

1 Technology 27.98%
2 Industrials 17.75%
3 Financials 12.48%
4 Consumer Discretionary 10.02%
5 Materials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$492K 0.37%
73,396
-909
102
$482K 0.36%
28,041
+3
103
$475K 0.36%
14,050
+191
104
$474K 0.35%
26,488
+1,240
105
$469K 0.35%
11,965
106
$466K 0.35%
4,760
107
$454K 0.34%
36,213
-1,813
108
$451K 0.34%
2,707
+24
109
$442K 0.33%
7,924
+93
110
$438K 0.33%
125,047
+3,160
111
$435K 0.33%
3,888
112
$434K 0.32%
13,206
-1,011
113
$430K 0.32%
441
+21
114
$387K 0.29%
2,920
+682
115
$386K 0.29%
7,105
116
$375K 0.28%
2,459
+27
117
$374K 0.28%
38,144
-2,146
118
$364K 0.27%
6,822
+81
119
$362K 0.27%
+3,299
120
$362K 0.27%
4,118
121
$362K 0.27%
57,448
-2,661
122
$357K 0.27%
14,730
-1,124
123
$355K 0.27%
1,232
+50
124
$353K 0.26%
2,606
+465
125
$352K 0.26%
3,438
+40
3 4
5
6 7