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
$628M
AUM Growth
-$61.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$3.14M
3
+$2.88M
4
PRFT
Perficient Inc
PRFT
+$1.48M
5
BBSI icon
Barrett Business Services
BBSI
+$1.02M

Top Sells

1
+$11.6M
2
+$5.94M
3
+$2.39M
4
STKL
SunOpta
STKL
+$1.99M
5
CSII
Cardiovascular Systems, Inc.
CSII
+$1.9M

Sector Composition

1 Industrials 18.68%
2 Technology 17.82%
3 Financials 11.59%
4 Consumer Discretionary 11.32%
5 Energy 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.9M 3.01%
298,701
-37,749
2
$15.8M 2.51%
1,120,014
-141,381
3
$14.6M 2.33%
468,976
-61,113
4
$13.1M 2.08%
1,110,811
-90,973
5
$12M 1.91%
1,132,358
-137,754
6
$11.9M 1.89%
288,639
-37,700
7
$11.8M 1.89%
517,907
-66,856
8
$11.8M 1.87%
604,133
+76,154
9
$10.8M 1.72%
185,657
-22,602
10
$10.6M 1.69%
791,021
-104,005
11
$10.2M 1.62%
811,769
-62,990
12
$9.86M 1.57%
142,384
-22,112
13
$9.85M 1.57%
257,842
-34,080
14
$9.82M 1.57%
93,039
-11,280
15
$9.39M 1.5%
449,486
-53,231
16
$9.31M 1.48%
321,090
-40,571
17
$9.06M 1.44%
220,241
-27,447
18
$9.03M 1.44%
115,436
-15,976
19
$9M 1.43%
417,405
-54,024
20
$8.93M 1.42%
488,788
-63,910
21
$8.7M 1.39%
140,884
-18,588
22
$8.7M 1.39%
582,556
-72,228
23
$8.45M 1.35%
133,764
-23,675
24
$8.23M 1.31%
315,333
-38,478
25
$8.08M 1.29%
712,353
-90,364
1
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