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
$134M
AUM Growth
-$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$963K
2
+$504K
3
+$431K
4
LXU icon
LSB Industries
LXU
+$317K
5
CAS
A M Castle & Co
CAS
+$290K

Top Sells

1
+$2.9M
2
+$1.84M
3
+$984K
4
CBM
Cambrex Corporation
CBM
+$801K
5
MRCY icon
Mercury Systems
MRCY
+$765K

Sector Composition

1 Technology 26.46%
2 Industrials 18.84%
3 Consumer Discretionary 10.47%
4 Financials 9.73%
5 Healthcare 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$317K 0.24%
+34,132
127
$317K 0.24%
5,763
128
$311K 0.23%
326
+2
129
$307K 0.23%
11,380
130
$306K 0.23%
8,224
131
$301K 0.23%
24,113
-100
132
$293K 0.22%
5,981
-2,369
133
$273K 0.2%
3,007
+25
134
$270K 0.2%
1,988
+8
135
$257K 0.19%
5,419
+23
136
$256K 0.19%
4,118
137
$256K 0.19%
5,457
+25
138
$254K 0.19%
2,138
+9
139
$251K 0.19%
2,728
+12
140
$251K 0.19%
935
+5
141
$251K 0.19%
4,200
142
$245K 0.18%
1,861
+8
143
$241K 0.18%
17,171
-7,495
144
$241K 0.18%
1,820
-990
145
$238K 0.18%
+2,523
146
$232K 0.17%
+2,996
147
$229K 0.17%
10,523
148
$228K 0.17%
1,810
+6
149
$225K 0.17%
20,236
+96
150
$218K 0.16%
4,096
-1,986
3 4 5
6
7