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
$553M
AUM Growth
-$74.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$747K
3
+$739K
4
BRCD
Brocade Communications Systems, Inc. NEW
BRCD
+$676K
5
SPPI
Spectrum Pharmaceuticals Inc
SPPI
+$664K

Top Sells

1
+$2.13M
2
+$1.68M
3
+$1.52M
4
AMED
Amedisys
AMED
+$1.3M
5
THG icon
Hanover Insurance
THG
+$1.01M

Sector Composition

1 Technology 18.68%
2 Industrials 18.37%
3 Financials 11.57%
4 Consumer Discretionary 11.12%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$260K 0.05%
2,439
152
$260K 0.05%
30,445
+17,925
153
$227K 0.04%
+2,853
154
$224K 0.04%
3,718
155
$219K 0.04%
3,720
-4,500
156
$211K 0.04%
+8,224
157
$201K 0.04%
5,196
-1,375
158
$199K 0.04%
13,250
-100
159
$151K 0.03%
125,762
160
– –
-77,902
161
– –
-12,265
162
– –
-30,399
163
– –
-2,618
164
– –
-24,712
165
– –
-26,693
3 4 5 6
7