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
$153M
AUM Growth
-$89.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.04M
3
+$801K
4
WBT
Welbilt, Inc.
WBT
+$620K
5
PVTB
PrivateBancorp Inc
PVTB
+$580K

Top Sells

1
+$2.64M
2
+$2.63M
3
+$2.6M
4
MRCY icon
Mercury Systems
MRCY
+$2.57M
5
PEGA icon
Pegasystems
PEGA
+$2.52M

Sector Composition

1 Technology 25.19%
2 Industrials 18.52%
3 Consumer Discretionary 11.43%
4 Financials 9.65%
5 Healthcare 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.91M 1.91%
229,356
-198,194
2
$2.9M 1.9%
18,467
-16,801
3
$2.81M 1.84%
58,463
-51,640
4
$2.78M 1.82%
61,496
-58,134
5
$2.76M 1.81%
135,990
-126,570
6
$2.52M 1.65%
115,996
-114,750
7
$2.4M 1.57%
48,315
-41,548
8
$2.37M 1.55%
199,810
-136,516
9
$2.22M 1.46%
76,070
-48,380
10
$2.22M 1.45%
89,736
-95,343
11
$2.14M 1.4%
23,712
-22,870
12
$2.07M 1.36%
324,636
-146,880
13
$2.04M 1.33%
68,047
-58,618
14
$1.98M 1.3%
90,740
-31,535
15
$1.93M 1.26%
39,847
-31,939
16
$1.83M 1.2%
44,720
-36,324
17
$1.8M 1.18%
22,801
-20,681
18
$1.8M 1.18%
27,905
19
$1.75M 1.15%
115,052
-103,872
20
$1.75M 1.14%
27,019
-32,735
21
$1.75M 1.14%
62,950
-57,193
22
$1.73M 1.13%
28,161
+1,650
23
$1.72M 1.13%
16,357
-12,126
24
$1.71M 1.12%
230,156
-163,775
25
$1.7M 1.12%
126,352
-151,940
1
2 3 4 5