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
$134M
AUM Growth
-$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$963K
2
+$504K
3
+$431K
4
LXU icon
LSB Industries
LXU
+$317K
5
CAS
A M Castle & Co
CAS
+$290K

Top Sells

1
+$2.9M
2
+$1.84M
3
+$984K
4
CBM
Cambrex Corporation
CBM
+$801K
5
MRCY icon
Mercury Systems
MRCY
+$765K

Sector Composition

1 Technology 25.56%
2 Industrials 18.84%
3 Consumer Discretionary 10.47%
4 Financials 9.73%
5 Healthcare 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.62M 1.96%
105,207
-30,783
2
$2.45M 1.84%
181,790
-47,566
3
$2.42M 1.81%
233,940
4
$2.27M 1.7%
81,465
-11,690
5
$2.22M 1.67%
64,931
-11,139
6
$2.22M 1.67%
166,127
-33,683
7
$2.17M 1.62%
293,352
-31,284
8
$2.15M 1.61%
70,115
9
$2.05M 1.53%
45,663
-12,800
10
$1.96M 1.47%
48,671
-12,825
11
$1.91M 1.43%
83,003
-7,737
12
$1.78M 1.34%
87,893
-28,103
13
$1.75M 1.31%
19,523
-7,496
14
$1.73M 1.29%
27,905
15
$1.7M 1.27%
28,161
16
$1.65M 1.24%
36,361
-8,359
17
$1.63M 1.22%
480,776
-50,121
18
$1.59M 1.19%
86,427
-21,174
19
$1.58M 1.19%
56,453
-11,594
20
$1.56M 1.17%
18,488
-5,224
21
$1.55M 1.16%
68,079
-21,657
22
$1.53M 1.15%
89,837
23
$1.5M 1.12%
35,450
+100
24
$1.47M 1.1%
32,180
-7,667
25
$1.46M 1.1%
18,406
-4,395
1
2 3 4 5