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
$123M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$633K
3
+$463K
4
SMAR
Smartsheet Inc.
SMAR
+$357K
5
INGR icon
Ingredion
INGR
+$299K

Top Sells

1
+$1.25M
2
+$735K
3
+$637K
4
HDP
Hortonworks, Inc.
HDP
+$506K
5
STBZ
State Bank Financial Corporation. Common Stock
STBZ
+$440K

Sector Composition

1 Technology 31.96%
2 Industrials 17.66%
3 Financials 12.5%
4 Consumer Discretionary 9.94%
5 Healthcare 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$448K 0.36%
3,654
-110
102
$438K 0.36%
17,411
+1,889
103
$433K 0.35%
33,627
-435
104
$432K 0.35%
23,875
105
$431K 0.35%
10,075
+1,237
106
$431K 0.35%
124,640
+7,151
107
$415K 0.34%
32,807
+3,890
108
$392K 0.32%
25,436
109
$377K 0.31%
34,402
-899
110
$373K 0.3%
77,709
+12,502
111
$368K 0.3%
2,302
112
$366K 0.3%
2,074
+149
113
$365K 0.3%
30,883
+438
114
$364K 0.3%
4,586
-52
115
$357K 0.29%
+8,759
116
$348K 0.28%
25,015
-676
117
$339K 0.28%
7,105
118
$334K 0.27%
53,351
+12,941
119
$330K 0.27%
4,100
120
$328K 0.27%
28,644
-31,041
121
$322K 0.26%
1,971
+57
122
$318K 0.26%
17,533
-75
123
$315K 0.26%
44,077
-30,471
124
$310K 0.25%
122,080
125
$303K 0.25%
10,965
-69
3 4
5
6 7