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
$719M
AUM Growth
+$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.84M
3
+$2.05M
4
NFBK icon
Northfield Bancorp
NFBK
+$1.9M
5
FCN icon
FTI Consulting
FCN
+$829K

Top Sells

1
+$6.28M
2
+$4.71M
3
+$3.48M
4
LUV icon
Southwest Airlines
LUV
+$1.83M
5
DM
DOLAN COMPANY COMMON STOCK
DM
+$1.37M

Sector Composition

1 Industrials 18.12%
2 Technology 15.74%
3 Financials 11.98%
4 Consumer Discretionary 11.79%
5 Energy 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$533K 0.07%
8,405
127
$508K 0.07%
+30,050
128
$495K 0.07%
20,770
-420
129
$466K 0.06%
17,966
130
$461K 0.06%
+25,563
131
$461K 0.06%
29,003
-6,382
132
$431K 0.06%
18,670
-165
133
$431K 0.06%
13,450
134
$427K 0.06%
12,945
-120
135
$421K 0.06%
+60,510
136
$396K 0.06%
2,160
+32
137
$393K 0.05%
26,115
-5,956
138
$372K 0.05%
4,480
-95
139
$369K 0.05%
+21,550
140
$367K 0.05%
12,720
-120
141
$366K 0.05%
19,405
+6,545
142
$364K 0.05%
25,085
-400
143
$360K 0.05%
22,754
-2,227
144
$335K 0.05%
12,295
145
$325K 0.05%
+9,300
146
$292K 0.04%
10,063
147
$286K 0.04%
32,371
+686
148
$276K 0.04%
5,789
-105
149
$261K 0.04%
+11,617
150
$242K 0.03%
39,099
+8,634
3 4 5
6
7