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
-$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.02M
3
+$754K
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$665K
5
BUD icon
AB InBev
BUD
+$362K

Top Sells

1
+$2.38M
2
+$1.82M
3
+$1.49M
4
BRCD
Brocade Communications Systems, Inc. NEW
BRCD
+$734K
5
OKSB
Southwest Bancorp Inc/OK
OKSB
+$614K

Sector Composition

1 Technology 28.5%
2 Industrials 17.75%
3 Financials 12.48%
4 Consumer Discretionary 10.02%
5 Materials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$352K 0.26%
3,438
+40
127
$351K 0.26%
7,206
+2,126
128
$348K 0.26%
4,437
+1,302
129
$347K 0.26%
5,721
130
$341K 0.26%
2,693
+32
131
$337K 0.25%
2,689
+32
132
$335K 0.25%
47,402
+1,105
133
$327K 0.24%
25,436
+300
134
$327K 0.24%
8,019
+92
135
$327K 0.24%
11,012
136
$320K 0.24%
+11,946
137
$320K 0.24%
26,890
138
$317K 0.24%
11,074
-806
139
$311K 0.23%
4,200
140
$310K 0.23%
4,089
+321
141
$287K 0.21%
11,950
+585
142
$286K 0.21%
1,703
+20
143
$285K 0.21%
15,635
-1,161
144
$278K 0.21%
47,169
+1,869
145
$278K 0.21%
47,778
+2,160
146
$272K 0.2%
4,124
+1
147
$270K 0.2%
24,113
148
$267K 0.2%
11,326
149
$265K 0.2%
5,812
-458
150
$258K 0.19%
6,400
3 4 5
6
7