IIM

Ironwood Investment Management Portfolio holdings

AUM $238M
1-Year Est. Return 32.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$238M
AUM Growth
+$8.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$1.02M
3
+$964K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$688K
5
PRCH icon
Porch Group
PRCH
+$598K

Top Sells

1
+$1.1M
2
+$793K
3
+$749K
4
CSCO icon
Cisco
CSCO
+$557K
5
AEM icon
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
PFE icon
51
Pfizer
PFE
$153B
$1.37M 0.58%
55,190
+4,000
BDC icon
52
Belden
BDC
$4.52B
$1.37M 0.58%
11,751
ZS icon
53
Zscaler
ZS
$24.4B
$1.34M 0.56%
5,962
-11
UFPI icon
54
UFP Industries
UFPI
$5.08B
$1.34M 0.56%
14,700
-198
ZETA icon
55
Zeta Global
ZETA
$4.41B
$1.33M 0.56%
65,146
-161
CRM icon
56
Salesforce
CRM
$184B
$1.32M 0.56%
4,997
PGR icon
57
Progressive
PGR
$120B
$1.31M 0.55%
5,758
-25
V icon
58
Visa
V
$589B
$1.25M 0.52%
3,552
+12
FAST icon
59
Fastenal
FAST
$52B
$1.25M 0.52%
31,039
+110
PGY icon
60
Pagaya Technologies
PGY
$900M
$1.24M 0.52%
59,503
-124
BHR
61
Braemar Hotels & Resorts
BHR
$171M
$1.24M 0.52%
431,444
CADE
62
DELISTED
Cadence Bank
CADE
$1.23M 0.52%
28,596
-58
CBT icon
63
Cabot Corp
CBT
$3.6B
$1.2M 0.51%
18,151
-22
DHR icon
64
Danaher
DHR
$132B
$1.18M 0.5%
5,167
+1,367
SPGI icon
65
S&P Global
SPGI
$125B
$1.12M 0.47%
2,150
+371
OTIS icon
66
Otis Worldwide
OTIS
$32.1B
$1.1M 0.46%
12,611
+44
QTRX icon
67
Quanterix
QTRX
$223M
$1.1M 0.46%
172,330
-21,744
ZTS icon
68
Zoetis
ZTS
$48.7B
$1.09M 0.46%
8,643
+27
PNFP icon
69
Pinnacle Financial Partners Inc
PNFP
$12.6B
$1.08M 0.45%
11,327
KRNT icon
70
Kornit Digital
KRNT
$645M
$1.07M 0.45%
74,273
-211
NATL icon
71
NCR Atleos
NATL
$3.26B
$1.06M 0.45%
27,908
-750
ORI icon
72
Old Republic International
ORI
$9.83B
$1.02M 0.43%
22,458
-36
NVO icon
73
Novo Nordisk
NVO
$169B
$1.02M 0.43%
20,103
-297
JPM icon
74
JPMorgan Chase
JPM
$763B
$1.02M 0.43%
3,154
SPSC icon
75
SPS Commerce
SPSC
$2.27B
$1.01M 0.42%
11,330
-273
1 2
3
4 5