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IIM

Ironwood Investment Management Portfolio holdings

AUM $240M
1-Year Est. Return 45.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
+$1.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.2M
3
+$1.18M
4
GSHD icon
Goosehead Insurance
GSHD
+$1.14M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.07M

Top Sells

1
+$4.7M
2
+$1.23M
3
+$827K
4
CHD icon
Church & Dwight Co
CHD
+$807K
5
KOP icon
Koppers
KOP
+$602K

Sector Composition

1 Technology 20.96%
2 Industrials 15.56%
3 Consumer Discretionary 10.42%
4 Financials 10.35%
5 Healthcare 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WPM icon
76
Wheaton Precious Metals
WPM
$48.8B
$966K 0.4%
7,376
-349
ANIK icon
77
Anika Therapeutics
ANIK
$199M
$951K 0.4%
65,567
-43
DHR icon
78
Danaher
DHR
$130B
$934K 0.39%
4,927
-240
CRM icon
79
Salesforce
CRM
$140B
$932K 0.39%
4,994
-3
OTIS icon
80
Otis Worldwide
OTIS
$26.7B
$928K 0.39%
12,042
-569
JPM icon
81
JPMorgan Chase
JPM
$828B
$928K 0.39%
3,154
KOPN icon
82
Kopin
KOPN
$852M
$926K 0.39%
411,563
-6,235
ICE icon
83
Intercontinental Exchange
ICE
$79.4B
$920K 0.38%
5,848
-283
COST icon
84
Costco
COST
$436B
$916K 0.38%
+919
ORI icon
85
Old Republic International
ORI
$9.35B
$888K 0.37%
22,248
-210
GSHD icon
86
Goosehead Insurance
GSHD
$914M
$872K 0.36%
+20,432
SPGI icon
87
S&P Global
SPGI
$126B
$872K 0.36%
2,049
-101
ZS icon
88
Zscaler
ZS
$20.2B
$813K 0.34%
5,796
-166
FITB
89
Fifth Third Bancorp
FITB
$47.7B
$808K 0.34%
17,398
STKL
90
DELISTED
SunOpta
STKL
$799K 0.33%
123,236
+2,007
CALY
91
Callaway Golf Company
CALY
$2.92B
$788K 0.33%
56,749
-262
PRCH icon
92
Porch Group
PRCH
$1.03B
$774K 0.32%
107,891
+58,221
GS icon
93
Goldman Sachs
GS
$295B
$752K 0.31%
889
-50
BW icon
94
Babcock & Wilcox
BW
$2.18B
$732K 0.31%
49,857
-577
GE icon
95
GE Aerospace
GE
$333B
$716K 0.3%
2,523
-3
NVO
96
Novo Nordisk
NVO
$190B
$705K 0.29%
19,195
-908
TCBK icon
97
TriCo Bancshares
TCBK
$1.67B
$695K 0.29%
14,611
-184
CMP icon
98
Compass Minerals
CMP
$1.21B
$674K 0.28%
28,884
-126
TRS icon
99
TriMas Corp
TRS
$1.45B
$671K 0.28%
18,673
-126
VYX icon
100
NCR Voyix
VYX
$962M
$670K 0.28%
105,920
+25,000
2 3
4
5 6