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
$206M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$736K
2 +$693K
3 +$619K
4
ONTO icon
Onto Innovation
ONTO
+$587K
5
TRS icon
TriMas Corp
TRS
+$542K

Top Sells

1 +$2.85M
2 +$569K
3 +$551K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$524K
5
RPRX icon
Royalty Pharma
RPRX
+$405K

Sector Composition

1 Technology 23.42%
2 Industrials 13.99%
3 Consumer Discretionary 10.56%
4 Financials 9.55%
5 Healthcare 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DIS icon
126
Walt Disney
DIS
$201B
$282K 0.14%
2,275
-55
BMY icon
127
Bristol-Myers Squibb
BMY
$87.2B
$280K 0.14%
6,047
-192
MEI icon
128
Methode Electronics
MEI
$251M
$279K 0.14%
29,363
+954
MRK icon
129
Merck
MRK
$217B
$277K 0.13%
3,494
-177
BAC icon
130
Bank of America
BAC
$388B
$271K 0.13%
5,720
-19
HPQ icon
131
HP
HPQ
$26.2B
$269K 0.13%
10,998
-108
ORCL icon
132
Oracle
ORCL
$801B
$265K 0.13%
+1,211
ETN icon
133
Eaton
ETN
$146B
$256K 0.12%
+716
UIS icon
134
Unisys
UIS
$264M
$252K 0.12%
55,563
+131
SCHE icon
135
Schwab Emerging Markets Equity ETF
SCHE
$11.7B
$247K 0.12%
8,200
-149
EXE
136
Expand Energy Corp
EXE
$24.1B
$239K 0.12%
2,042
CRI icon
137
Carter's
CRI
$1.15B
$232K 0.11%
7,703
-193
PBI icon
138
Pitney Bowes
PBI
$2.03B
$231K 0.11%
21,179
-31,411
ALTG icon
139
Alta Equipment Group
ALTG
$192M
$216K 0.11%
34,255
HWC icon
140
Hancock Whitney
HWC
$4.82B
$212K 0.1%
3,701
-154
HPE icon
141
Hewlett Packard
HPE
$32B
$210K 0.1%
10,248
-108
KALV icon
142
KalVista Pharmaceuticals
KALV
$562M
$189K 0.09%
16,711
+5,223
BW icon
143
Babcock & Wilcox
BW
$319M
$189K 0.09%
195,999
+114,776
AES icon
144
AES
AES
$10.3B
$182K 0.09%
17,253
-75
IRBT icon
145
iRobot
IRBT
$95.4M
$180K 0.09%
57,433
+3,898
NFBK icon
146
Northfield Bancorp
NFBK
$436M
$170K 0.08%
14,848
-600
MQ icon
147
Marqeta
MQ
$2.09B
$152K 0.07%
26,050
+1,910
AVD icon
148
American Vanguard Corp
AVD
$139M
$152K 0.07%
38,732
+23,559
NWL icon
149
Newell Brands
NWL
$2.1B
$150K 0.07%
+27,852
VALN
150
Valneva
VALN
$783M
$143K 0.07%
25,135
+113