IIM

Ironwood Investment Management Portfolio holdings

AUM $206M
1-Year Est. Return 21.74%
This Quarter Est. Return
1 Year Est. Return
+21.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$823K
2
+$735K
3
+$382K
4
PFE icon
Pfizer
PFE
+$317K
5
PGY icon
Pagaya Technologies
PGY
+$300K

Top Sells

1
+$1.15M
2
+$911K
3
+$878K
4
SMAR
Smartsheet Inc.
SMAR
+$652K
5
MNTX
Manitex International, Inc.
MNTX
+$530K

Sector Composition

1 Technology 20.81%
2 Industrials 13.43%
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
NPKI
76
NPK International
NPKI
$1.09B
$809K 0.44%
139,273
-8,027
JPM icon
77
JPMorgan Chase
JPM
$828B
$774K 0.42%
3,154
-800
DHR icon
78
Danaher
DHR
$156B
$773K 0.42%
3,772
-7
ATRO icon
79
Astronics
ATRO
$1.79B
$759K 0.41%
31,382
+3,904
LDOS icon
80
Leidos
LDOS
$24.3B
$735K 0.4%
+5,450
TTMI icon
81
TTM Technologies
TTMI
$6.09B
$729K 0.4%
35,548
-141
DNLI icon
82
Denali Therapeutics
DNLI
$2.37B
$670K 0.37%
49,305
+12,759
BBT
83
Beacon Financial Corp
BBT
$2.04B
$670K 0.37%
25,683
+9,664
PGY icon
84
Pagaya Technologies
PGY
$2.22B
$625K 0.34%
59,674
+28,630
TCBK icon
85
TriCo Bancshares
TCBK
$1.42B
$623K 0.34%
15,580
-90
CVGI icon
86
Commercial Vehicle Group
CVGI
$61M
$615K 0.34%
534,540
+10,200
STKL
87
SunOpta
STKL
$662M
$611K 0.33%
125,766
-7,113
WPM icon
88
Wheaton Precious Metals
WPM
$42.9B
$591K 0.32%
7,618
-23
ENOV icon
89
Enovis
ENOV
$1.88B
$569K 0.31%
14,903
+748
APAM icon
90
Artisan Partners
APAM
$3.15B
$546K 0.3%
13,955
-56
TNC icon
91
Tennant Co
TNC
$1.51B
$528K 0.29%
6,621
+36
GE icon
92
GE Aerospace
GE
$330B
$522K 0.28%
2,607
GS icon
93
Goldman Sachs
GS
$244B
$513K 0.28%
939
LXU icon
94
LSB Industries
LXU
$672M
$505K 0.28%
76,703
-1,711
BANC icon
95
Banc of California
BANC
$2.67B
$488K 0.27%
34,359
-153
QRVO icon
96
Qorvo
QRVO
$8.54B
$481K 0.26%
6,648
WSFS icon
97
WSFS Financial
WSFS
$2.98B
$481K 0.26%
9,270
PBI icon
98
Pitney Bowes
PBI
$2.04B
$476K 0.26%
52,590
CAT icon
99
Caterpillar
CAT
$247B
$462K 0.25%
1,400
PEP icon
100
PepsiCo
PEP
$209B
$457K 0.25%
3,045
2 3
4
5 6