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
$553M
AUM Growth
-$74.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$747K
3
+$739K
4
BRCD
Brocade Communications Systems, Inc. NEW
BRCD
+$676K
5
SPPI
Spectrum Pharmaceuticals Inc
SPPI
+$664K

Top Sells

1
+$2.13M
2
+$1.68M
3
+$1.52M
4
AMED
Amedisys
AMED
+$1.3M
5
THG icon
Hanover Insurance
THG
+$1.01M

Sector Composition

1 Technology 18.68%
2 Industrials 18.37%
3 Financials 11.57%
4 Consumer Discretionary 11.12%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.1M 3.46%
276,656
-22,045
2
$12.5M 2.27%
1,038,546
-81,468
3
$12.2M 2.2%
1,104,460
-6,351
4
$11.9M 2.15%
821,605
+9,836
5
$10.3M 1.86%
479,549
-38,358
6
$10.2M 1.85%
432,355
-36,621
7
$10M 1.81%
1,048,054
-84,304
8
$9.07M 1.64%
86,380
-6,659
9
$9.05M 1.64%
730,564
-60,457
10
$8.79M 1.59%
275,472
-20,986
11
$8.78M 1.59%
173,014
-12,643
12
$8.78M 1.59%
238,044
-19,798
13
$8.52M 1.54%
268,069
-20,570
14
$8.47M 1.53%
565,270
-38,863
15
$8.43M 1.52%
204,896
-15,345
16
$8.04M 1.45%
1,679,066
+79,118
17
$7.91M 1.43%
386,143
-31,262
18
$7.78M 1.41%
219,858
-14,489
19
$7.7M 1.39%
293,156
-22,177
20
$7.68M 1.39%
418,995
-30,491
21
$7.65M 1.38%
781,261
-63,437
22
$7.55M 1.37%
537,992
-44,564
23
$7.55M 1.37%
129,627
-11,257
24
$7.43M 1.34%
449,433
-39,355
25
$7.35M 1.33%
429,695
+16,340
1
2 3 4 5