IIM
Ironwood Investment Management Portfolio holdings
AUM
$206M
1-Year Est. Return
21.74%
1 Year Est. Return
+21.74%
AUM
$206M
AUM Growth
+$22.1M
(+12%)
Holding
176
Top Buys
| 1 | +$736K | |
| 2 | +$693K | |
| 3 | +$619K | |
| 4 |
Onto Innovation
ONTO
|
+$587K |
| 5 |
TriMas Corp
TRS
|
+$542K |
Top Sells
| 1 | +$2.85M | |
| 2 | +$569K | |
| 3 | +$551K | |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$524K |
| 5 |
Royalty Pharma
RPRX
|
+$405K |
Sector Composition
| 1 | Technology | 23.42% |
| 2 | Industrials | 13.99% |
| 3 | Consumer Discretionary | 10.56% |
| 4 | Financials | 9.55% |
| 5 | Healthcare | 7.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
TPC
26
Tutor Perini Cor
TPC
$3.62B
| $2.01M | 0.98% |
43,002
-5,652
|
|
||
27
Cytokinetics
CYTK
$7.2B
| $1.9M | 0.92% |
57,516
-2,325
|
|
||
28
IBM
IBM
$293B
| $1.9M | 0.92% |
6,429
-96
|
|
||
29
Zscaler
ZS
$51.7B
| $1.89M | 0.92% |
6,009
-217
|
|
||
30
Extreme Networks
EXTR
$2.77B
| $1.87M | 0.91% |
104,064
-3,367
|
|
||
31
Evolv Technologies
EVLV
$1.39B
| $1.86M | 0.9% |
297,836
-11,289
|
|
||
32
Goodyear
GT
$2.02B
| $1.84M | 0.89% |
177,000
|
|
||
33
Watts Water Technologies
WTS
$9.22B
| $1.81M | 0.88% |
7,372
-257
|
|
||
34
Williams-Sonoma
WSM
$23.5B
| $1.8M | 0.87% |
10,991
-426
|
|
||
35
Automatic Data Processing
ADP
$114B
| $1.69M | 0.82% |
5,485
+62
|
|
||
36
Darling Ingredients
DAR
$5.45B
| $1.64M | 0.8% |
43,138
-882
|
|
||
37
Hanover Insurance
THG
$6.22B
| $1.6M | 0.78% |
9,400
-277
|
|
||
38
SPS Commerce
SPSC
$4.21B
| $1.58M | 0.77% |
11,628
-408
|
|
||
39
Progressive
PGR
$127B
| $1.55M | 0.76% |
5,823
-166
|
|
||
40
Novo Nordisk
NVO
$235B
| $1.49M | 0.72% |
21,552
+1,691
|
|
||
41
Teledyne Technologies
TDY
$24.8B
| $1.49M | 0.72% |
2,902
+32
|
|
||
42
UFP Industries
UFPI
$5.4B
| $1.48M | 0.72% |
14,944
-669
|
|
||
43
Zoetis
ZTS
$65.4B
| $1.46M | 0.71% |
9,391
+653
|
|
||
44
Vicor
VICR
$4.04B
| $1.43M | 0.69% |
31,435
-1,088
|
|
||
45
TTM Technologies
TTMI
$6.09B
| $1.4M | 0.68% |
34,372
-1,176
|
|
||
46
Cabot Corp
CBT
$3.78B
| $1.37M | 0.67% |
18,289
+2,696
|
|
||
47
Salesforce
CRM
$243B
| $1.36M | 0.66% |
4,997
-112
|
|
||
48
Franco-Nevada
FNV
$35.5B
| $1.36M | 0.66% |
8,312
+745
|
|
||
49
Belden
BDC
$4.65B
| $1.36M | 0.66% |
11,751
|
|
||
50
ACI Worldwide
ACIW
$5.18B
| $1.34M | 0.65% |
29,205
-883
|
|