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
$134M
AUM Growth
-$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$963K
2
+$504K
3
+$431K
4
LXU icon
LSB Industries
LXU
+$317K
5
CAS
A M Castle & Co
CAS
+$290K

Top Sells

1
+$2.9M
2
+$1.84M
3
+$984K
4
CBM
Cambrex Corporation
CBM
+$801K
5
MRCY icon
Mercury Systems
MRCY
+$765K

Sector Composition

1 Technology 25.56%
2 Industrials 18.84%
3 Consumer Discretionary 10.47%
4 Financials 9.73%
5 Healthcare 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$212K 0.16%
1,351
+8
152
$212K 0.16%
+2,144
153
$211K 0.16%
4,122
+1
154
$207K 0.16%
13,444
-5,331
155
$203K 0.15%
7,787
-3,028
156
$191K 0.14%
3,208
-1,270
157
$155K 0.12%
11,695
-160
158
$95K 0.07%
55,727
-14,486
159
$90K 0.07%
10,719
-2,651
160
$88K 0.07%
4,478
-1,726
161
$67K 0.05%
78,336
-26,457
162
$45K 0.03%
3,884
-1,421
163
$45K 0.03%
12,614
+45
164
$27K 0.02%
4,042
-1,677
165
– –
-8,885
166
– –
-8,926
167
– –
-8,790
168
– –
-43,730
169
– –
-18,467
170
– –
-10,120
171
– –
-11,225
172
– –
-18,200
173
– –
-189,976
3 4 5 6
7