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
$153M
AUM Growth
-$89.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.04M
3
+$801K
4
WBT
Welbilt, Inc.
WBT
+$620K
5
PVTB
PrivateBancorp Inc
PVTB
+$580K

Top Sells

1
+$2.64M
2
+$2.63M
3
+$2.6M
4
MRCY icon
Mercury Systems
MRCY
+$2.57M
5
PEGA icon
Pegasystems
PEGA
+$2.52M

Sector Composition

1 Technology 25.94%
2 Industrials 18.52%
3 Consumer Discretionary 11.43%
4 Financials 9.65%
5 Healthcare 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$343K 0.22%
11,022
-20
127
$324K 0.21%
4,478
-5,347
128
$321K 0.21%
2,265
+181
129
$312K 0.2%
25,288
-17
130
$303K 0.2%
6,082
+652
131
$291K 0.19%
5,763
132
$289K 0.19%
324
+37
133
$286K 0.19%
24,213
134
$286K 0.19%
8,224
135
$278K 0.18%
18,775
-22,235
136
$263K 0.17%
4,200
137
$256K 0.17%
+8,926
138
$253K 0.17%
2,982
+317
139
$248K 0.16%
10,815
-13,134
140
$247K 0.16%
+1,853
141
$247K 0.16%
+20,140
142
$244K 0.16%
2,716
+291
143
$244K 0.16%
4,118
144
$243K 0.16%
1,980
+193
145
$239K 0.16%
5,396
+575
146
$237K 0.16%
2,129
+226
147
$230K 0.15%
+930
148
$228K 0.15%
4,121
+1
149
$221K 0.14%
+8,790
150
$221K 0.14%
+5,432
3 4 5
6
7