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
$153M
AUM Growth
-$89.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.04M
3
+$801K
4
WBT
Welbilt, Inc.
WBT
+$620K
5
PVTB
PrivateBancorp Inc
PVTB
+$580K

Top Sells

1
+$2.64M
2
+$2.63M
3
+$2.6M
4
MRCY icon
Mercury Systems
MRCY
+$2.57M
5
PEGA icon
Pegasystems
PEGA
+$2.52M

Sector Composition

1 Technology 25.94%
2 Industrials 18.52%
3 Consumer Discretionary 11.43%
4 Financials 9.65%
5 Healthcare 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$213K 0.14%
11,380
152
$212K 0.14%
+1,343
153
$205K 0.13%
+1,804
154
$182K 0.12%
10,523
-35,943
155
$182K 0.12%
2,061
-263
156
$160K 0.1%
11,855
-32
157
$147K 0.1%
6,204
-7,587
158
$134K 0.09%
10,120
-1,345
159
$131K 0.09%
70,213
-63,078
160
$111K 0.07%
11,225
-12,845
161
$103K 0.07%
189,976
-293,844
162
$102K 0.07%
13,370
-11,682
163
$100K 0.07%
104,793
-109,091
164
$93K 0.06%
34,410
-4,635
165
$73K 0.05%
5,305
-6,518
166
$44K 0.03%
5,719
-22,177
167
$28K 0.02%
12,569
168
– –
-12,900
169
– –
-2,086
170
– –
-4,852
171
– –
-8,455
172
– –
-239,822
173
– –
-164,080
174
– –
-179,550
175
– –
-125,762
3 4 5 6
7