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
$242M
AUM Growth
-$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.93M
3
+$1.04M
4
DFRG
Del Frisco's Restaurant Group, Inc. Common Stock
DFRG
+$948K
5
TTMI icon
TTM Technologies
TTMI
+$514K

Top Sells

1
+$5.82M
2
+$1.22M
3
+$1.04M
4
MRCY icon
Mercury Systems
MRCY
+$1.01M
5
DY icon
Dycom Industries
DY
+$1M

Sector Composition

1 Technology 22.66%
2 Industrials 18.41%
3 Consumer Discretionary 11.41%
4 Financials 10.7%
5 Healthcare 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.88M 2.43%
427,550
-88,632
2
$4.82M 1.99%
89,863
-18,518
3
$4.82M 1.99%
262,560
-55,037
4
$4.64M 1.91%
35,268
-6,872
5
$4.39M 1.81%
110,103
-6,462
6
$4.3M 1.78%
119,630
-23,788
7
$4.18M 1.72%
59,754
-14,304
8
$4.12M 1.7%
126,665
-21,083
9
$3.96M 1.63%
124,450
-21,132
10
$3.95M 1.63%
230,746
-48,319
11
$3.86M 1.59%
218,924
-45,496
12
$3.79M 1.56%
46,582
-9,934
13
$3.74M 1.54%
336,326
-75,766
14
$3.73M 1.54%
185,079
-41,355
15
$3.59M 1.48%
43,482
-9,028
16
$3.49M 1.44%
393,931
-94,975
17
$3.48M 1.43%
157,379
-33,998
18
$3.35M 1.38%
120,143
-24,984
19
$3.34M 1.38%
81,044
-15,974
20
$3.29M 1.36%
217,796
+8,850
21
$3.23M 1.33%
278,292
-66,366
22
$3.04M 1.25%
743,807
-146,582
23
$2.95M 1.22%
471,516
-108,203
24
$2.94M 1.22%
176,158
-41,837
25
$2.94M 1.21%
71,786
-14,019
1
2 3 4 5