IIM

Ironwood Investment Management Portfolio holdings

AUM $229M
1-Year Est. Return 26.6%
This Quarter Est. Return
1 Year Est. Return
+26.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$1.01M
3
+$938K
4
AVBC
Avidia Bancorp
AVBC
+$812K
5
ASML icon
ASML
ASML
+$733K

Top Sells

1
+$1.89M
2
+$809K
3
+$406K
4
NATL icon
NCR Atleos
NATL
+$317K
5
TGT icon
Target
TGT
+$295K

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
DIS icon
126
Walt Disney
DIS
$198B
$352K 0.15%
3,075
+800
ORCL icon
127
Oracle
ORCL
$528B
$341K 0.15%
1,211
VALN
128
Valneva
VALN
$801M
$307K 0.13%
25,135
HPQ icon
129
HP
HPQ
$17.9B
$299K 0.13%
10,998
BAC icon
130
Bank of America
BAC
$376B
$295K 0.13%
5,720
MRK icon
131
Merck
MRK
$267B
$293K 0.13%
3,494
SCHE icon
132
Schwab Emerging Markets Equity ETF
SCHE
$12.1B
$274K 0.12%
8,200
BMY icon
133
Bristol-Myers Squibb
BMY
$111B
$273K 0.12%
6,047
ETN icon
134
Eaton
ETN
$129B
$268K 0.12%
716
ANIK icon
135
Anika Therapeutics
ANIK
$133M
$265K 0.12%
28,197
-164
SPT icon
136
Sprout Social
SPT
$585M
$263K 0.11%
20,323
-187
ASYS icon
137
Amtech Systems
ASYS
$237M
$255K 0.11%
27,591
-207
HPE icon
138
Hewlett Packard
HPE
$28.4B
$252K 0.11%
10,248
FLR icon
139
Fluor
FLR
$7.4B
$251K 0.11%
5,968
ALTG icon
140
Alta Equipment Group
ALTG
$212M
$248K 0.11%
34,255
PBI icon
141
Pitney Bowes
PBI
$1.64B
$242K 0.11%
21,179
INTC icon
142
Intel
INTC
$213B
$233K 0.1%
+6,953
HWC icon
143
Hancock Whitney
HWC
$5.54B
$230K 0.1%
3,669
-32
AES icon
144
AES
AES
$10.5B
$227K 0.1%
17,253
AVD icon
145
American Vanguard Corp
AVD
$136M
$222K 0.1%
38,732
MEI icon
146
Methode Electronics
MEI
$266M
$221K 0.1%
29,241
-122
EXE
147
Expand Energy Corp
EXE
$26.9B
$217K 0.09%
2,042
UIS icon
148
Unisys
UIS
$205M
$217K 0.09%
55,563
JNJ icon
149
Johnson & Johnson
JNJ
$533B
$217K 0.09%
+1,168
CRI icon
150
Carter's
CRI
$1.29B
$215K 0.09%
7,617
-86
3 4 5
6
7