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
UIS icon
126
Unisys
UIS
$264M
$254K 0.14%
55,432
GEOS icon
127
Geospace Technologies
GEOS
$356M
$253K 0.14%
35,084
-3,509
BAC icon
128
Bank of America
BAC
$388B
$239K 0.13%
5,739
-100
SCHE icon
129
Schwab Emerging Markets Equity ETF
SCHE
$11.7B
$230K 0.13%
8,349
DIS icon
130
Walt Disney
DIS
$201B
$230K 0.13%
2,330
-27
EXE
131
Expand Energy Corp
EXE
$24.1B
$227K 0.12%
2,042
AES icon
132
AES
AES
$10.3B
$215K 0.12%
17,328
FLR icon
133
Fluor
FLR
$8.08B
$214K 0.12%
5,968
HBM icon
134
Hudbay
HBM
$6.39B
$209K 0.11%
27,581
+14,820
NOG icon
135
Northern Oil and Gas
NOG
$2.11B
$204K 0.11%
6,740
HWC icon
136
Hancock Whitney
HWC
$4.82B
$202K 0.11%
3,855
-13
MEI icon
137
Methode Electronics
MEI
$251M
$181K 0.1%
28,409
-822
NFBK icon
138
Northfield Bancorp
NFBK
$436M
$169K 0.09%
15,448
+414
VALN
139
Valneva
VALN
$783M
$168K 0.09%
25,022
ALTG icon
140
Alta Equipment Group
ALTG
$192M
$161K 0.09%
34,255
HPE icon
141
Hewlett Packard
HPE
$32B
$160K 0.09%
10,356
IRBT icon
142
iRobot
IRBT
$95.4M
$145K 0.08%
53,535
+6,327
KALV icon
143
KalVista Pharmaceuticals
KALV
$562M
$133K 0.07%
11,488
DRRX
144
DELISTED
DURECT Corp
DRRX
$131K 0.07%
163,934
-7,898
ASYS icon
145
Amtech Systems
ASYS
$113M
$127K 0.07%
26,291
-1,697
ACCO icon
146
Acco Brands
ACCO
$367M
$105K 0.06%
25,102
-2,157
MQ icon
147
Marqeta
MQ
$2.09B
$99.5K 0.05%
24,140
-771
TTEC icon
148
TTEC Holdings
TTEC
$165M
$82.2K 0.04%
24,979
-145
RBBN icon
149
Ribbon Communications
RBBN
$611M
$75.3K 0.04%
19,218
+54
AVD icon
150
American Vanguard Corp
AVD
$139M
$66.8K 0.04%
+15,173