IF
Ironwood Financial Portfolio holdings
AUM
$466M
1-Year Return
9.07%
This Quarter Return
+1.1%
1 Year Return
+9.07%
3 Year Return
+43.95%
5 Year Return
+66.55%
10 Year Return
–
AUM
$182M
AUM Growth
–
Cap. Flow
+$182M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
54.63%
Holding
486
New
483
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 1.29% |
| 2 | Industrials | 0.6% |
| 3 | Technology | 0.4% |
| 4 | Healthcare | 0.36% |
| 5 | Financials | 0.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Trane Technologies
TT
$92.1B
| $0 | ﹤0.01% |
+5
| New | – |
|
477
Urban Outfitters
URBN
$6.35B
| $0 | ﹤0.01% |
+1
| New | – |
|
478
Vodafone
VOD
$28.5B
| $0 | ﹤0.01% |
+5
| New | – |
|
479
Voya Financial
VOYA
$7.38B
| $0 | ﹤0.01% |
+7
| New | – |
|
480
Verisk Analytics
VRSK
$37.8B
| $0 | ﹤0.01% |
+6
| New | – |
|
481
VeriSign
VRSN
$26.2B
| $0 | ﹤0.01% |
+1
| New | – |
|
482
Vertex Pharmaceuticals
VRTX
$102B
| $0 | ﹤0.01% |
+3
| New | – |
|
483
WEC Energy
WEC
$34.7B
| $0 | ﹤0.01% |
+8
| New | – |
|
484
W.R. Berkley
WRB
$27.3B
| $0 | ﹤0.01% |
+3
| New | – |
|