IIM
Ironwood Investment Management Portfolio holdings
AUM
$238M
1-Year Est. Return
32.48%
This Fund
S&P 500
1 Year Est. Return
+32.48%
AUM
$238M
AUM Growth
+$8.5M
(+3.7%)
Holding
180
Top Buys
| 1 | +$2.88M | |
| 2 | +$1.02M | |
| 3 | +$964K | |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$688K |
| 5 |
Porch Group
PRCH
|
+$598K |
Top Sells
| 1 | +$1.1M | |
| 2 | +$793K | |
| 3 | +$749K | |
| 4 |
Cisco
CSCO
|
+$557K |
| 5 |
Agnico Eagle Mines
AEM
|
+$508K |
Sector Composition
| 1 | Technology | 21.52% |
| 2 | Industrials | 14.28% |
| 3 | Consumer Discretionary | 11.27% |
| 4 | Financials | 9.51% |
| 5 | Healthcare | 9.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Coherent
COHR
$45.2B
| $2.27M | 0.96% |
12,312
-24
|
|
||
27
Kohl's
KSS
$1.49B
| $2.26M | 0.95% |
110,800
+5,000
|
|
||
28
Freshpet
FRPT
$3.83B
| $2.14M | 0.9% |
35,103
-483
|
|
||
29
Evolv Technologies
EVLV
$885M
| $2.12M | 0.89% |
295,438
-508
|
|
||
30
Koppers
KOP
$734M
| $2.1M | 0.88% |
77,416
-5,000
|
|
||
31
Goodyear
GT
$2.02B
| $2.03M | 0.85% |
232,000
+15,000
|
|
||
32
Watts Water Technologies
WTS
$10.1B
| $2.01M | 0.85% |
7,288
-18
|
|
||
33
Microsoft
MSFT
$2.98T
| $1.99M | 0.84% |
4,111
+10
|
|
||
34
Williams-Sonoma
WSM
$21.4B
| $1.94M | 0.82% |
10,877
-19
|
|
||
35
Aurinia Pharmaceuticals
AUPH
$1.91B
| $1.83M | 0.77% |
114,620
-238
|
|
||
36
Franco-Nevada
FNV
$50.8B
| $1.83M | 0.77% |
8,810
+297
|
|
||
37
Alphabet (Google) Class A
GOOGL
$3.67T
| $1.76M | 0.74% |
5,633
+19
|
|
||
38
Steven Madden
SHOO
$2.38B
| $1.75M | 0.74% |
42,122
-88
|
|
||
39
IBM
IBM
$232B
| $1.73M | 0.73% |
5,824
-125
|
|
||
40
Extreme Networks
EXTR
$1.91B
| $1.72M | 0.72% |
103,314
-146
|
|
||
41
ASML
ASML
$521B
| $1.72M | 0.72% |
1,607
+78
|
|
||
|
42
Cisco
CSCO
$307B
| $1.72M | 0.72% |
22,297
-7,500
|
|
||
43
Hanover Insurance
THG
$6.13B
| $1.7M | 0.72% |
9,315
-16
|
|
||
|
NPKI
44
NPK International
NPKI
$1.11B
| $1.69M | 0.71% |
141,898
-256
|
|
||
45
Astronics
ATRO
$2.42B
| $1.62M | 0.68% |
29,793
-73
|
|
||
46
Darling Ingredients
DAR
$8.93B
| $1.53M | 0.64% |
42,568
-289
|
|
||
47
SM Energy
SM
$6.07B
| $1.5M | 0.63% |
80,090
+23,600
|
|
||
48
Teledyne Technologies
TDY
$29.9B
| $1.48M | 0.62% |
2,901
+9
|
|
||
49
Automatic Data Processing
ADP
$83.5B
| $1.41M | 0.59% |
5,484
+17
|
|
||
50
ACI Worldwide
ACIW
$4.11B
| $1.39M | 0.58% |
29,004
-38
|
|