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
-$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.02M
3
+$754K
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$665K
5
BUD icon
AB InBev
BUD
+$362K

Top Sells

1
+$2.38M
2
+$1.82M
3
+$1.49M
4
BRCD
Brocade Communications Systems, Inc. NEW
BRCD
+$734K
5
OKSB
Southwest Bancorp Inc/OK
OKSB
+$614K

Sector Composition

1 Technology 27.98%
2 Industrials 17.75%
3 Financials 12.48%
4 Consumer Discretionary 10.02%
5 Materials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.41M 2.55%
249,940
+16,000
2
$2.95M 2.2%
69,571
-544
3
$2.78M 2.08%
126,822
-6,400
4
$2.73M 2.04%
169,127
-1,088
5
$2.56M 1.92%
56,208
-1,627
6
$2.49M 1.86%
63,752
-3,000
7
$2.31M 1.73%
82,502
8
$2.25M 1.69%
300,149
-75,221
9
$2.05M 1.53%
27,890
10
$1.95M 1.46%
28,161
11
$1.93M 1.44%
36,277
-1,723
12
$1.91M 1.43%
35,425
13
$1.81M 1.35%
119,184
-4,954
14
$1.81M 1.35%
35,230
+125
15
$1.8M 1.34%
+86,790
16
$1.75M 1.31%
257,690
+1,375
17
$1.73M 1.3%
61,337
-3,566
18
$1.71M 1.28%
43,940
-1,594
19
$1.62M 1.22%
21,920
+110
20
$1.55M 1.16%
9,331
+34
21
$1.52M 1.14%
118,102
-3,258
22
$1.51M 1.13%
25,242
-1,036
23
$1.51M 1.13%
240
+1
24
$1.48M 1.1%
100,040
+1,140
25
$1.46M 1.09%
29,745
-1,217
1
2 3 4 5