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
$553M
AUM Growth
-$74.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$747K
3
+$739K
4
BRCD
Brocade Communications Systems, Inc. NEW
BRCD
+$676K
5
SPPI
Spectrum Pharmaceuticals Inc
SPPI
+$664K

Top Sells

1
+$2.13M
2
+$1.68M
3
+$1.52M
4
AMED
Amedisys
AMED
+$1.3M
5
THG icon
Hanover Insurance
THG
+$1.01M

Sector Composition

1 Technology 18.68%
2 Industrials 18.37%
3 Financials 11.57%
4 Consumer Discretionary 11.12%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$594K 0.11%
11,600
127
$551K 0.1%
80,870
128
$468K 0.08%
20,710
129
$442K 0.08%
11,593
130
$413K 0.07%
27,381
131
$408K 0.07%
4,380
-100
132
$397K 0.07%
14,142
-100
133
$390K 0.07%
17,580
-395
134
$367K 0.07%
15,260
+2,640
135
$364K 0.07%
13,150
136
$356K 0.06%
25,110
-190
137
$351K 0.06%
3,988
+43
138
$349K 0.06%
29,590
139
$346K 0.06%
23,415
-515
140
$344K 0.06%
18,867
-417
141
$335K 0.06%
13,319
142
$327K 0.06%
5,789
143
$326K 0.06%
20,835
144
$314K 0.06%
12,430
145
$302K 0.05%
4,700
146
$294K 0.05%
6,160
-130
147
$293K 0.05%
15,320
-335
148
$285K 0.05%
16,740
149
$285K 0.05%
8,950
150
$277K 0.05%
+10,215
3 4 5
6
7