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
$123M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$633K
3
+$463K
4
SMAR
Smartsheet Inc.
SMAR
+$357K
5
INGR icon
Ingredion
INGR
+$299K

Top Sells

1
+$1.25M
2
+$735K
3
+$637K
4
HDP
Hortonworks, Inc.
HDP
+$506K
5
STBZ
State Bank Financial Corporation. Common Stock
STBZ
+$440K

Sector Composition

1 Technology 31.96%
2 Industrials 17.66%
3 Financials 12.5%
4 Consumer Discretionary 9.94%
5 Healthcare 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.66M 3.78%
241,076
+372
2
$3.75M 3.04%
115,232
-2,342
3
$3.13M 2.54%
48,799
-1,207
4
$2.78M 2.26%
236,893
+4,506
5
$2.36M 1.92%
91,011
6
$2.32M 1.89%
99,990
7
$2.26M 1.83%
78,409
-437
8
$2.19M 1.78%
285,190
9
$1.99M 1.61%
51,378
-1,303
10
$1.98M 1.61%
25,740
11
$1.95M 1.59%
46,167
-1,882
12
$1.94M 1.58%
15,257
-327
13
$1.9M 1.54%
35,875
-454
14
$1.84M 1.49%
67,083
-1,354
15
$1.8M 1.46%
33,486
16
$1.7M 1.38%
26,220
+2,000
17
$1.58M 1.28%
30,680
18
$1.54M 1.25%
45,498
-833
19
$1.5M 1.22%
13,150
-198
20
$1.45M 1.18%
86,635
+3,318
21
$1.45M 1.18%
685,560
-8,000
22
$1.37M 1.11%
13,002
-266
23
$1.32M 1.07%
36,502
-495
24
$1.31M 1.07%
39,945
-545
25
$1.29M 1.05%
68,243
-7,900
1
2 3 4 5