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
$637M
AUM Growth
+$73.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$5.03M
3
+$3.17M
4
XCRA
Xcerra Corporation
XCRA
+$2.83M
5
ZINC
HORSEHEAD HLDG CORP COM STK (DE)
ZINC
+$2.11M

Top Sells

1
+$4.92M
2
+$4.8M
3
+$4.29M
4
PRGS icon
Progress Software
PRGS
+$2.92M
5
ZQK
QUICKSILVER,INC.
ZQK
+$2.61M

Sector Composition

1 Industrials 17.87%
2 Technology 15.27%
3 Consumer Discretionary 12.05%
4 Financials 11.09%
5 Energy 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.5M 2.28%
606,695
+13,109
2
$13.1M 2.06%
1,315,784
+29,156
3
$12.7M 2%
1,308,010
+26,742
4
$12.1M 1.89%
1,228,275
+323,280
5
$12M 1.88%
349,769
+7,490
6
$11.4M 1.79%
138,232
+2,698
7
$11.4M 1.79%
487,350
+11,453
8
$11.3M 1.78%
336,793
+7,848
9
$11M 1.72%
547,890
+13,924
10
$11M 1.72%
519,065
+10,169
11
$10.8M 1.7%
801,722
+20,118
12
$10.6M 1.67%
577,195
+11,239
13
$10.3M 1.61%
925,878
+23,018
14
$10.1M 1.59%
382,259
+8,826
15
$10.1M 1.58%
547,396
+12,549
16
$9.4M 1.48%
374,653
+8,410
17
$9.3M 1.46%
256,648
+5,445
18
$9.29M 1.46%
164,773
+3,790
19
$9.21M 1.45%
215,715
+4,216
20
$9.17M 1.44%
366,083
+7,827
21
$8.99M 1.41%
987,310
+870,760
22
$8.96M 1.41%
243,029
+5,005
23
$8.91M 1.4%
164,338
+4,229
24
$8.86M 1.39%
700,184
+15,425
25
$8.86M 1.39%
107,667
+2,085
1
2 3 4 5