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
$689M
AUM Growth
-$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$8.32M
2
+$8.19M
3
+$2.44M
4
NFBK icon
Northfield Bancorp
NFBK
+$2.35M
5
FNFG
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
+$2.2M

Top Sells

1
+$11.7M
2
+$4.62M
3
+$3.38M
4
SAVE
Spirit Airlines, Inc.
SAVE
+$1.5M
5
CSII
Cardiovascular Systems, Inc.
CSII
+$1.24M

Sector Composition

1 Industrials 18.36%
2 Technology 15.78%
3 Financials 12.07%
4 Consumer Discretionary 11.72%
5 Energy 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20M 2.9%
336,450
-25,258
2
$16.9M 2.45%
530,089
-38,906
3
$14.9M 2.16%
1,261,395
-90,764
4
$14.5M 2.1%
326,339
-22,286
5
$14M 2.04%
584,763
-43,038
6
$12.3M 1.78%
208,259
-14,603
7
$12.1M 1.76%
895,026
-66,929
8
$11.9M 1.73%
874,759
-55,092
9
$11.2M 1.63%
1,270,112
-90,436
10
$11.2M 1.62%
104,319
-6,857
11
$10.8M 1.57%
159,385
-11,010
12
$10.8M 1.57%
131,412
-8,616
13
$10.6M 1.54%
802,717
-57,742
14
$10.4M 1.51%
471,429
-34,444
15
$10.3M 1.49%
247,688
-17,890
16
$10.3M 1.49%
765,816
-55,991
17
$10.1M 1.46%
502,717
-33,329
18
$9.9M 1.44%
1,201,784
-66,906
19
$9.67M 1.4%
157,439
-7,397
20
$9.57M 1.39%
527,979
-39,167
21
$9.53M 1.38%
334,280
-22,098
22
$9.39M 1.36%
140,618
-10,359
23
$9.36M 1.36%
159,472
-11,438
24
$9.3M 1.35%
552,698
-39,501
25
$9.21M 1.34%
353,811
-24,633
1
2 3 4 5