We are live on ! Find out more
IIM

Ironwood Investment Management Portfolio holdings

AUM $240M
1-Year Est. Return 45.82%
This Fund
S&P 500
This Quarter Est. Return
-4.74%
1 Year Est. Return
+45.82%
3 Year Est. Return
+149.14%
5 Year Est. Return
+180.33%
10 Year Est. Return
+990.3%
AUM
$183M
AUM Growth
-$17.5M
Cap. Flow
-$1.89M
Cap. Flow %
-1.03%
Top 10 Hldgs %
29.08%
Holding
173
New
4
Increased
42
Reduced
71
Closed
10

Top Buys

Rank Stock Value
1
GT icon
Goodyear
GT
+$814K
2
LDOS icon
Leidos
LDOS
+$761K
3
CBRL icon
Cracker Barrel
CBRL
+$496K
4
PFE icon
Pfizer
PFE
+$327K
5
PGY icon
Pagaya Technologies
PGY
+$318K

Top Sells

Rank Stock Value
1
B
Barnes Group Inc.
B
+$1.15M
2
GPI icon
Group 1 Automotive
GPI
+$1.01M
3
IWM icon
iShares Russell 2000 ETF
IWM
+$991K
4
SMAR
Smartsheet Inc.
SMAR
+$652K
5
MNTX
Manitex International, Inc.
MNTX
+$530K

Sector Composition

Rank Sector Weight
1 Technology 20.81%
2 Industrials 13.88%
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
WSM icon
26
Williams-Sonoma
WSM
$28.9B
$1.81M 0.98%
11,417
+513
+5% +$99.1K
MRCY icon
27
Mercury Systems
MRCY
$6.7B
$1.76M 0.96%
40,864
-130
-0.3% -$5.7K
PGR icon
28
Progressive
PGR
$121B
$1.69M 0.92%
5,989
-40
-0.7% -$10.5K
THG icon
29
Hanover Insurance
THG
$7.74B
$1.68M 0.92%
9,677
-26
-0.3% -$4.21K
UFPI icon
30
UFP Industries
UFPI
$5.06B
$1.67M 0.91%
15,613
-62
-0.4% -$6.92K
ADP icon
31
Automatic Data Processing
ADP
$107B
$1.66M 0.9%
5,423
-15
-0.3% -$4.53K
ACIW icon
32
ACI Worldwide
ACIW
$5.33B
$1.65M 0.9%
30,088
-63
-0.2% -$3.34K
GT icon
33
Goodyear
GT
$1.74B
$1.64M 0.89%
177,000
+89,100
+101% +$814K
IBM icon
34
IBM
IBM
$222B
$1.62M 0.88%
6,525
– –
SPSC icon
35
SPS Commerce
SPSC
$2.75B
$1.6M 0.87%
12,036
+143
+1% +$22.5K
WTS icon
36
Watts Water Technologies
WTS
$12.9B
$1.56M 0.85%
7,629
-34
-0.4% -$7.13K
MSFT icon
37
Microsoft
MSFT
$3.66T
$1.53M 0.83%
4,075
-9
-0.2% -$3.67K
VICR icon
38
Vicor
VICR
$10.4B
$1.52M 0.83%
32,523
+4
+0% +$212
ZTS icon
39
Zoetis
ZTS
$30.4B
$1.44M 0.78%
8,738
+384
+5% +$63.9K
TDY icon
40
Teledyne Technologies
TDY
$31.8B
$1.43M 0.78%
2,870
-6
-0.2% -$2.97K
EXTR icon
41
Extreme Networks
EXTR
$3.2B
$1.42M 0.78%
107,431
-310
-0.3% -$4.85K
NVO
42
Novo Nordisk
NVO
$203B
$1.38M 0.75%
19,861
-51
-0.3% -$4.21K
DAR icon
43
Darling Ingredients
DAR
$10B
$1.38M 0.75%
44,020
+2,063
+5% +$72.2K
CRM icon
44
Salesforce
CRM
$158B
$1.37M 0.75%
5,109
– –
PFE icon
45
Pfizer
PFE
$150B
$1.3M 0.71%
51,390
+12,500
+32% +$327K
CBT icon
46
Cabot Corp
CBT
$4.46B
$1.3M 0.71%
15,593
-35
-0.2% -$3.02K
OTIS icon
47
Otis Worldwide
OTIS
$28.2B
$1.29M 0.7%
12,471
-32
-0.3% -$3.13K
ZS icon
48
Zscaler
ZS
$28.7B
$1.24M 0.67%
6,226
-23
-0.4% -$4.58K
V icon
49
Visa
V
$671B
$1.23M 0.67%
3,510
-15
-0.4% -$5.08K
PNFP icon
50
Pinnacle Financial Partners Inc
PNFP
$16.1B
$1.2M 0.66%
11,327
– –
1
2
3 4 5

Similar funds

HIP
Hengistbury Investment Partners London, United Kingdom $240M AUM 17.74% 1-Year Est. Return
RTL
Red Tortoise LLC Atlanta, Georgia $240M AUM 19.84% 1-Year Est. Return
CIA
Caerus Investment Advisors West Lake Hills, Texas $240M AUM 27.37% 1-Year Est. Return
FWP
Forefront Wealth Partners Austin, Texas $239M AUM 16.12% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
P
Pfizer New York $239M AUM 232.47% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return
LOM
LTS One Management New York $239M AUM 18.42% 1-Year Est. Return

Ironwood Investment Management's Q1 2025 Portfolio in Review

As of Q1 2025, Ironwood Investment Management held 173 positions worth $183M, down 8.7% from $201M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Ironwood Investment Management's Q1 2025 filing shows 4 new, 42 increased, 71 reduced and 10 closed positions. Its largest new stake was Leidos: 5,450 shares worth $735K. The largest sale was Barnes Group Inc., an estimated $1.15M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 22% a quarter earlier, followed by Industrials and Consumer Discretionary.

  • Ironwood Investment Management's largest Q1 2025 buy was Leidos: 5,450 shares worth $735K.
  • Ironwood Investment Management added most to Goodyear in Q1 2025, an estimated $814K increase.
  • Ironwood Investment Management's biggest Q1 2025 reduction was Group 1 Automotive, cutting an estimated $1.01M.
  • Ironwood Investment Management fully exited Barnes Group Inc. in Q1 2025, selling an estimated $1.15M.
  • Ironwood Investment Management's ten largest holdings make up 29% of its $183M portfolio in Q1 2025.
  • Ironwood Investment Management opened 4 new positions and closed 10 in Q1 2025.
  • Ironwood Investment Management's portfolio value fell 8.7% quarter-over-quarter to $183M.

Based on Ironwood Investment Management's 13F filing for Q1 2025, filed 15 May 2025.