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
$134M
AUM Growth
-$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.02M
3
+$754K
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$665K
5
BUD icon
AB InBev
BUD
+$362K

Top Sells

1
+$2.38M
2
+$1.82M
3
+$1.49M
4
BRCD
Brocade Communications Systems, Inc. NEW
BRCD
+$734K
5
OKSB
Southwest Bancorp Inc/OK
OKSB
+$614K

Sector Composition

1 Technology 28.5%
2 Industrials 17.75%
3 Financials 12.48%
4 Consumer Discretionary 10.02%
5 Materials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$251K 0.19%
2,302
152
$232K 0.17%
1,260
-64
153
$228K 0.17%
2,208
+30
154
$220K 0.16%
39,978
+2,398
155
$216K 0.16%
4,577
156
$214K 0.16%
2,302
157
$147K 0.11%
11,730
+433
158
$139K 0.1%
43,184
+609
159
$74K 0.06%
247,479
-1,305
160
$45K 0.03%
2,696
+63
161
$31K 0.02%
12,164
162
– –
-21,167
163
– –
-37,704
164
– –
-5,589
165
– –
-3,420
166
– –
-58,737
167
– –
-3,736
168
– –
-9,338
169
– –
-40,345
170
– –
-191,170
3 4 5 6
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