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
$229M
AUM Growth
+$23.8M
(+12%)
Holding
174
Top Buys
| 1 | +$1.27M | |
| 2 | +$919K | |
| 3 | +$855K | |
| 4 |
AVBC
Avidia Bancorp
AVBC
|
+$822K |
| 5 |
SM Energy
SM
|
+$601K |
Top Sells
| 1 | +$1.79M | |
| 2 | +$809K | |
| 3 | +$374K | |
| 4 |
Target
TGT
|
+$295K |
| 5 |
NCR Atleos
NATL
|
+$281K |
Sector Composition
| 1 | Technology | 23.48% |
| 2 | Industrials | 15.4% |
| 3 | Consumer Discretionary | 10.81% |
| 4 | Financials | 9.21% |
| 5 | Healthcare | 8.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Extreme Networks
EXTR
$1.91B
| $2.14M | 0.93% |
103,460
-604
|
|
||
27
Williams-Sonoma
WSM
$21.4B
| $2.13M | 0.93% |
10,896
-95
|
|
||
28
Microsoft
MSFT
$2.98T
| $2.12M | 0.93% |
4,101
-12
|
|
||
29
Watts Water Technologies
WTS
$10.1B
| $2.04M | 0.89% |
7,306
-66
|
|
||
30
Cisco
CSCO
$307B
| $2.04M | 0.89% |
29,797
|
|
||
31
TTM Technologies
TTMI
$9.36B
| $1.96M | 0.86% |
34,061
-311
|
|
||
32
Freshpet
FRPT
$3.83B
| $1.96M | 0.86% |
35,586
+19
|
|
||
33
Franco-Nevada
FNV
$50.8B
| $1.9M | 0.83% |
8,513
+201
|
|
||
34
Zscaler
ZS
$24.4B
| $1.79M | 0.78% |
5,973
-36
|
|
||
35
Pagaya Technologies
PGY
$900M
| $1.77M | 0.77% |
59,627
-470
|
|
||
36
Teledyne Technologies
TDY
$29.9B
| $1.69M | 0.74% |
2,892
-10
|
|
||
37
Hanover Insurance
THG
$6.13B
| $1.69M | 0.74% |
9,331
-69
|
|
||
38
IBM
IBM
$232B
| $1.68M | 0.73% |
5,949
-480
|
|
||
39
Kohl's
KSS
$1.49B
| $1.63M | 0.71% |
105,800
|
|
||
40
Goodyear
GT
$2.02B
| $1.62M | 0.71% |
217,000
+40,000
|
|
||
|
NPKI
41
NPK International
NPKI
$1.11B
| $1.61M | 0.7% |
142,154
-1,045
|
|
||
42
Automatic Data Processing
ADP
$83.5B
| $1.6M | 0.7% |
5,467
-18
|
|
||
43
Vicor
VICR
$7.61B
| $1.55M | 0.68% |
31,218
-217
|
|
||
44
ACI Worldwide
ACIW
$4.11B
| $1.53M | 0.67% |
29,042
-163
|
|
||
45
Fastenal
FAST
$52B
| $1.52M | 0.66% |
30,929
-105
|
|
||
46
ASML
ASML
$521B
| $1.48M | 0.65% |
1,529
+757
|
|
||
47
Progressive
PGR
$120B
| $1.43M | 0.62% |
5,783
-40
|
|
||
48
Belden
BDC
$4.52B
| $1.41M | 0.62% |
11,751
|
|
||
49
Steven Madden
SHOO
$2.38B
| $1.41M | 0.62% |
42,210
-328
|
|
||
|
50
SM Energy
SM
$6.07B
| $1.41M | 0.62% |
56,490
+22,300
|
|