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IIM

Ironwood Investment Management Portfolio holdings

AUM $240M
1-Year Est. Return 45.82%
This Fund
S&P 500
This Quarter Est. Return
+6.41%
1 Year Est. Return
+45.82%
3 Year Est. Return
+149.14%
5 Year Est. Return
+180.33%
10 Year Est. Return
+990.3%
AUM
$563M
AUM Growth
–
Cap. Flow
+$544M
Cap. Flow %
96.65%
Top 10 Hldgs %
18.74%
Holding
152
New
152
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
SHOO icon
Steven Madden
SHOO
+$12.4M
2
ALOG
Analogic Corp
ALOG
+$10.6M
3
CSII
Cardiovascular Systems, Inc.
CSII
+$10.4M
4
JOSB
JOS A BANK CLOTHIERS INC
JOSB
+$10.3M
5
TEX icon
Terex
TEX
+$10.2M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Industrials 18.11%
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 Change
in Stake 		Capital Flow
FBP icon
151
First Bancorp
FBP
$4.43B
$213K 0.04%
+30,090
New +$188K
BAC icon
152
Bank of America
BAC
$448B
$159K 0.03%
+12,339
New +$157K
3 4 5 6
7

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Ironwood Investment Management's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Ironwood Investment Management, which disclosed 152 positions worth $563M. Its ten largest holdings account for 19% of the portfolio.

Its largest position is Steven Madden: 593,586 shares worth $12.8M.

By sector, the portfolio is most concentrated in Industrials at 18% of assets, followed by Technology and Consumer Discretionary.

  • Ironwood Investment Management's largest Q2 2013 buy was Steven Madden: 593,586 shares worth $12.8M.
  • Ironwood Investment Management's ten largest holdings make up 19% of its $563M portfolio in Q2 2013.
  • Ironwood Investment Management disclosed 152 positions in Q2 2013, its first 13F filing on record.

Based on Ironwood Investment Management's 13F filing for Q2 2013, filed 6 Aug 2013.