IIM
Ironwood Investment Management Portfolio holdings
AUM
$206M
1-Year Est. Return
21.74%
1 Year Est. Return
+21.74%
AUM
$183M
AUM Growth
-$17.5M
(-8.7%)
Holding
173
Top Buys
| 1 | +$823K | |
| 2 | +$735K | |
| 3 | +$382K | |
| 4 |
Pfizer
PFE
|
+$317K |
| 5 |
Pagaya Technologies
PGY
|
+$300K |
Top Sells
| 1 | +$1.15M | |
| 2 | +$911K | |
| 3 | +$878K | |
| 4 |
SMAR
Smartsheet Inc.
SMAR
|
+$652K |
| 5 |
MNTX
Manitex International, Inc.
MNTX
|
+$530K |
Sector Composition
| 1 | Technology | 20.81% |
| 2 | Industrials | 13.43% |
| 3 | Consumer Discretionary | 10.42% |
| 4 | Financials | 10.22% |
| 5 | Healthcare | 8.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Williams-Sonoma
WSM
$23.5B
| $1.81M | 0.98% |
11,417
+513
|
|
||
27
Mercury Systems
MRCY
$4.71B
| $1.76M | 0.96% |
40,864
-130
|
|
||
28
Progressive
PGR
$127B
| $1.69M | 0.92% |
5,989
-40
|
|
||
29
Hanover Insurance
THG
$6.22B
| $1.68M | 0.92% |
9,677
-26
|
|
||
30
UFP Industries
UFPI
$5.4B
| $1.67M | 0.91% |
15,613
-62
|
|
||
31
Automatic Data Processing
ADP
$114B
| $1.66M | 0.9% |
5,423
-15
|
|
||
32
ACI Worldwide
ACIW
$5.18B
| $1.65M | 0.9% |
30,088
-63
|
|
||
33
Goodyear
GT
$2.02B
| $1.64M | 0.89% |
177,000
+89,100
|
|
||
34
IBM
IBM
$293B
| $1.62M | 0.88% |
6,525
|
|
||
35
SPS Commerce
SPSC
$4.21B
| $1.6M | 0.87% |
12,036
+143
|
|
||
36
Watts Water Technologies
WTS
$9.22B
| $1.56M | 0.85% |
7,629
-34
|
|
||
37
Microsoft
MSFT
$3.95T
| $1.53M | 0.83% |
4,075
-9
|
|
||
38
Vicor
VICR
$4.04B
| $1.52M | 0.83% |
32,523
+4
|
|
||
39
Zoetis
ZTS
$65.4B
| $1.44M | 0.78% |
8,738
+384
|
|
||
40
Teledyne Technologies
TDY
$24.8B
| $1.43M | 0.78% |
2,870
-6
|
|
||
41
Extreme Networks
EXTR
$2.77B
| $1.42M | 0.78% |
107,431
-310
|
|
||
42
Novo Nordisk
NVO
$235B
| $1.38M | 0.75% |
19,861
-51
|
|
||
43
Darling Ingredients
DAR
$5.45B
| $1.38M | 0.75% |
44,020
+2,063
|
|
||
44
Salesforce
CRM
$243B
| $1.37M | 0.75% |
5,109
|
|
||
|
45
Pfizer
PFE
$141B
| $1.3M | 0.71% |
51,390
+12,500
|
|
||
46
Cabot Corp
CBT
$3.78B
| $1.3M | 0.71% |
15,593
-35
|
|
||
47
Otis Worldwide
OTIS
$36.1B
| $1.29M | 0.7% |
12,471
-32
|
|
||
48
Zscaler
ZS
$51.7B
| $1.24M | 0.67% |
6,226
-23
|
|
||
49
Visa
V
$675B
| $1.23M | 0.67% |
3,510
-15
|
|
||
50
Pinnacle Financial Partners
PNFP
$6.74B
| $1.2M | 0.66% |
11,327
|
|