IIM
Ironwood Investment Management Portfolio holdings
AUM
$206M
This Quarter Return
+6.41%
1 Year Return
+21.74%
3 Year Return
+140.06%
5 Year Return
+272.77%
10 Year Return
+756.46%
AUM
$563M
AUM Growth
–
Cap. Flow
+$563M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
18.74%
Holding
152
New
152
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Steven Madden
SHOO
|
$12.8M |
| 2 |
CSII
Cardiovascular Systems, Inc.
CSII
|
$11.3M |
| 3 |
SAVE
Spirit Airlines, Inc.
SAVE
|
$10.9M |
| 4 |
Pegasystems
PEGA
|
$10.7M |
| 5 |
Progress Software
PRGS
|
$10.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 16.77% |
| 2 | Technology | 14.22% |
| 3 | Consumer Discretionary | 13.69% |
| 4 | Financials | 11.68% |
| 5 | Healthcare | 7.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
First Bancorp
FBP
$3.57B
| $213K | 0.04% | +30,090 | New | +$213K |
|
152
Bank of America
BAC
$376B
| $159K | 0.03% | +12,339 | New | +$159K |
|