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
$435M
AUM Growth
-$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.38M
3
+$2.22M
4
TCBK icon
TriCo Bancshares
TCBK
+$1.64M
5
ASCMA
Ascent Capital Group, Inc. Series A
ASCMA
+$888K

Top Sells

1
+$6.96M
2
+$6.26M
3
+$3.75M
4
CKSW
CLICKSOFTWARE TECH LTD
CKSW
+$3.65M
5
FOE
Ferro Corporation
FOE
+$3.27M

Sector Composition

1 Technology 20.51%
2 Industrials 17.5%
3 Consumer Discretionary 14.41%
4 Financials 11.16%
5 Healthcare 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$403K 0.09%
+13,350
127
$403K 0.09%
20,835
128
$392K 0.09%
11,050
129
$383K 0.09%
4,105
-250
130
$382K 0.09%
3,915
+1,335
131
$380K 0.09%
13,856
132
$348K 0.08%
4,770
133
$343K 0.08%
3,275
+272
134
$343K 0.08%
12,330
-100
135
$321K 0.07%
24,213
-800
136
$313K 0.07%
5,763
137
$294K 0.07%
9,505
-3,590
138
$289K 0.07%
46,795
+17,155
139
$287K 0.07%
10,140
-3,960
140
$280K 0.06%
8,224
141
$252K 0.06%
3,718
142
$251K 0.06%
+1,841
143
$248K 0.06%
11,500
-4,430
144
$247K 0.06%
3,775
-1,475
145
$239K 0.06%
+4,244
146
$236K 0.05%
2,834
-1,053
147
$232K 0.05%
44,396
-10,732
148
$229K 0.05%
13,800
-5,340
149
$227K 0.05%
10,445
-4,060
150
$223K 0.05%
10,725
-4,230
3 4 5
6
7