IF
IRON Financial Portfolio holdings
AUM
$209M
1-Year Est. Return
13.4%
1 Year Est. Return
+13.4%
AUM
$209M
AUM Growth
+$19.9M
(+11%)
Holding
163
Top Buys
| 1 | +$6.11M | |
| 2 | +$1.92M | |
| 3 | +$976K | |
| 4 |
EXE
Expand Energy Corp
EXE
|
+$918K |
| 5 |
Pfizer
PFE
|
+$911K |
Top Sells
| 1 | +$1.32M | |
| 2 | +$1.22M | |
| 3 | +$1.08M | |
| 4 |
Johnson & Johnson
JNJ
|
+$930K |
| 5 |
Linde
LIN
|
+$890K |
Sector Composition
| 1 | Technology | 13.51% |
| 2 | Financials | 11.49% |
| 3 | Energy | 3.42% |
| 4 | Consumer Staples | 2.68% |
| 5 | Consumer Discretionary | 2.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Iron Mountain
IRM
$23.9B
| – | – |
-2,517
|
|
||
|
152
Linde
LIN
$198B
| – | – |
-1,896
|
|
||
153
Alliant Energy
LNT
$16.8B
| – | – |
-12,845
|
|
||
154
lululemon athletica
LULU
$24.3B
| – | – |
-875
|
|
||
155
MSCI
MSCI
$41.4B
| – | – |
-427
|
|
||
156
Newmont
NEM
$107B
| – | – |
-18,575
|
|
||
157
Nucor
NUE
$37.1B
| – | – |
-1,749
|
|
||
158
Public Storage
PSA
$46.9B
| – | – |
-740
|
|
||
159
Ralph Lauren
RL
$22.4B
| – | – |
-841
|
|
||
160
Starbucks
SBUX
$96.7B
| – | – |
-3,222
|
|
||
161
Target
TGT
$44.2B
| – | – |
-2,240
|
|
||
162
Zimmer Biomet
ZBH
$18B
| – | – |
-6,676
|
|
||
|
CRWV
163
CoreWeave Inc
CRWV
$34.6B
| – | – |
0
|
|