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
$548M
AUM Growth
-$4.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$2.41M
3
+$2.26M
4
TQNT
TRIQUINT SEMICONDUCTOR INC
TQNT
+$1.08M
5
BBSI icon
Barrett Business Services
BBSI
+$774K

Top Sells

1
+$5.81M
2
+$3.86M
3
+$3.78M
4
STKL
SunOpta
STKL
+$3.56M
5
PRGS icon
Progress Software
PRGS
+$1.97M

Sector Composition

1 Technology 18.74%
2 Industrials 17.99%
3 Financials 12.89%
4 Consumer Discretionary 11.43%
5 Healthcare 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17M 3.11%
225,540
-51,116
2
$12.3M 2.25%
410,363
-21,992
3
$11.2M 2.04%
262,430
-13,042
4
$10.4M 1.89%
997,632
-50,422
5
$10.3M 1.88%
796,230
-25,375
6
$10M 1.83%
537,730
-27,540
7
$9.66M 1.76%
455,175
-24,374
8
$9.4M 1.71%
341,272
+39,059
9
$9.36M 1.71%
81,489
-4,891
10
$9.34M 1.7%
693,627
-36,937
11
$9.15M 1.67%
712,146
-39,444
12
$8.79M 1.6%
209,402
-10,456
13
$8.75M 1.6%
738,298
-300,248
14
$8.74M 1.59%
627,842
-30,511
15
$8.67M 1.58%
102,495
-5,292
16
$8.4M 1.53%
423,298
-6,397
17
$8.25M 1.5%
225,936
-12,108
18
$8.03M 1.47%
366,474
-19,669
19
$7.95M 1.45%
111,442
-5,839
20
$7.81M 1.42%
123,095
-6,532
21
$7.7M 1.41%
219,556
-11,813
22
$7.39M 1.35%
267,792
-12,136
23
$7.33M 1.34%
104,961
-5,697
24
$7.26M 1.33%
399,974
-19,021
25
$7.24M 1.32%
165,146
-7,868
1
2 3 4 5