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 | |
|---|---|---|---|---|---|---|
51
UFP Industries
UFPI
$5.08B
| $1.39M | 0.61% |
14,898
-46
|
|
||
52
Cabot Corp
CBT
$3.6B
| $1.38M | 0.6% |
18,173
-116
|
|
||
53
Alphabet (Google) Class A
GOOGL
$3.67T
| $1.36M | 0.6% |
5,614
-18
|
|
||
54
Astronics
ATRO
$2.42B
| $1.36M | 0.59% |
29,866
-300
|
|
||
55
Agnico Eagle Mines
AEM
$109B
| $1.33M | 0.58% |
7,904
-26
|
|
||
56
Coherent
COHR
$45.2B
| $1.33M | 0.58% |
12,336
-88
|
|
||
57
Darling Ingredients
DAR
$8.93B
| $1.32M | 0.58% |
42,857
-281
|
|
||
58
Pfizer
PFE
$153B
| $1.3M | 0.57% |
51,190
-200
|
|
||
59
Zeta Global
ZETA
$4.41B
| $1.3M | 0.57% |
65,307
-655
|
|
||
60
Aurinia Pharmaceuticals
AUPH
$1.91B
| $1.27M | 0.55% |
114,858
-1,007
|
|
||
61
Zoetis
ZTS
$48.7B
| $1.26M | 0.55% |
8,616
-775
|
|
||
62
Visa
V
$589B
| $1.21M | 0.53% |
3,540
-12
|
|
||
63
SPS Commerce
SPSC
$2.27B
| $1.21M | 0.53% |
11,603
-25
|
|
||
64
Salesforce
CRM
$184B
| $1.18M | 0.52% |
4,997
|
|
||
|
BHR
65
Braemar Hotels & Resorts
BHR
$171M
| $1.18M | 0.51% |
431,444
+29,000
|
|
||
66
Otis Worldwide
OTIS
$32.1B
| $1.15M | 0.5% |
12,567
-42
|
|
||
67
Novo Nordisk
NVO
$169B
| $1.13M | 0.49% |
20,400
-1,152
|
|
||
|
68
NCR Atleos
NATL
$3.26B
| $1.13M | 0.49% |
28,658
-8,062
|
|
||
|
CADE
69
DELISTED
Cadence Bank
CADE
| $1.08M | 0.47% |
28,654
-232
|
|
||
70
Pinnacle Financial Partners Inc
PNFP
$12.6B
| $1.06M | 0.46% |
11,327
|
|
||
71
Quanterix
QTRX
$223M
| $1.05M | 0.46% |
194,074
+172,777
|
|
||
72
Intercontinental Exchange
ICE
$90.1B
| $1.03M | 0.45% |
6,110
+1,277
|
|
||
73
Kopin
KOPN
$377M
| $1.02M | 0.44% |
+418,895
|
|
||
74
NCR Voyix
VYX
$933M
| $1.02M | 0.44% |
80,920
-9,500
|
|
||
75
Commercial Vehicle Group
CVGI
$85.6M
| $1.01M | 0.44% |
595,540
|
|