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
$123M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$633K
3
+$463K
4
SMAR
Smartsheet Inc.
SMAR
+$357K
5
INGR icon
Ingredion
INGR
+$299K

Top Sells

1
+$1.25M
2
+$735K
3
+$637K
4
HDP
Hortonworks, Inc.
HDP
+$506K
5
STBZ
State Bank Financial Corporation. Common Stock
STBZ
+$440K

Sector Composition

1 Technology 31.96%
2 Industrials 17.66%
3 Financials 12.5%
4 Consumer Discretionary 9.94%
5 Healthcare 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$302K 0.25%
35,242
-281
127
$299K 0.24%
+3,156
128
$294K 0.24%
1,525
-1,690
129
$285K 0.23%
2,100
130
$283K 0.23%
10,882
131
$276K 0.22%
20,900
+1,312
132
$264K 0.21%
56,241
-63,616
133
$236K 0.19%
4,677
134
$210K 0.17%
+5,188
135
$209K 0.17%
11,950
136
$204K 0.17%
+4,300
137
$203K 0.16%
+1,167
138
$190K 0.15%
35,615
-406
139
$189K 0.15%
13,490
+1,889
140
$188K 0.15%
36,515
+215
141
$153K 0.12%
19,032
+2,151
142
$152K 0.12%
23,664
+2,111
143
$136K 0.11%
17,770
-28,795
144
$135K 0.11%
+3,351
145
$128K 0.1%
933
+100
146
$124K 0.1%
+42,281
147
$116K 0.09%
+12,836
148
$79K 0.06%
40,129
+244
149
$76K 0.06%
13,721
-495
150
$23K 0.02%
11,119
3 4 5
6
7