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
$719M
AUM Growth
+$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.84M
3
+$2.05M
4
NFBK icon
Northfield Bancorp
NFBK
+$1.9M
5
FCN icon
FTI Consulting
FCN
+$829K

Top Sells

1
+$6.28M
2
+$4.71M
3
+$3.48M
4
LUV icon
Southwest Airlines
LUV
+$1.83M
5
DM
DOLAN COMPANY COMMON STOCK
DM
+$1.37M

Sector Composition

1 Industrials 18.12%
2 Technology 15.74%
3 Financials 11.98%
4 Consumer Discretionary 11.79%
5 Energy 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.5M 2.71%
568,995
+21,105
2
$16.7M 2.33%
1,360,548
+44,764
3
$16.4M 2.28%
361,708
+11,939
4
$15.3M 2.13%
627,801
+21,106
5
$14.6M 2.04%
348,625
+11,832
6
$13.5M 1.88%
1,352,159
+44,149
7
$13.3M 1.85%
567,146
+19,750
8
$12.4M 1.72%
140,028
+1,796
9
$12.2M 1.69%
505,873
+18,523
10
$12.1M 1.69%
961,955
+36,077
11
$12.1M 1.68%
831,260
+29,538
12
$11.9M 1.66%
929,851
-57,459
13
$11.7M 1.63%
388,687
+6,428
14
$11.5M 1.59%
222,862
+7,147
15
$11.2M 1.56%
536,046
+16,981
16
$11.1M 1.55%
378,444
+12,361
17
$10.6M 1.47%
170,910
+6,137
18
$10.6M 1.47%
1,268,690
+40,415
19
$10.4M 1.45%
111,176
+3,509
20
$10.3M 1.44%
170,395
+6,057
21
$10.1M 1.41%
251,178
+8,149
22
$10M 1.39%
150,977
+3,433
23
$9.93M 1.38%
281,717
+9,044
24
$9.84M 1.37%
164,836
+5,201
25
$9.8M 1.36%
356,378
+10,922
1
2 3 4 5