IIM
Ironwood Investment Management Portfolio holdings
AUM
$229M
1-Year Est. Return
26.6%
1 Year Est. Return
+26.6%
AUM
$229M
AUM Growth
+$23.8M
(+12%)
Holding
174
Top Buys
| 1 | +$1.02M | |
| 2 | +$1.01M | |
| 3 | +$938K | |
| 4 |
AVBC
Avidia Bancorp
AVBC
|
+$812K |
| 5 |
ASML
ASML
|
+$733K |
Top Sells
| 1 | +$1.89M | |
| 2 | +$809K | |
| 3 | +$406K | |
| 4 |
NCR Atleos
NATL
|
+$317K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
IRBT
151
DELISTED
iRobot
IRBT
| $205K | 0.09% |
56,995
-438
|
|
||
152
KalVista Pharmaceuticals
KALV
$775M
| $204K | 0.09% |
16,711
|
|
||
153
Northfield Bancorp
NFBK
$493M
| $174K | 0.08% |
14,705
-143
|
|
||
154
Talos Energy
TALO
$1.95B
| $153K | 0.07% |
15,940
|
|
||
155
InspireMD
NSPR
$70.8M
| $148K | 0.06% |
61,579
+1,032
|
|
||
156
Newell Brands
NWL
$1.84B
| $146K | 0.06% |
27,852
|
|
||
157
Duluth Holdings
DLTH
$88.1M
| $142K | 0.06% |
36,347
-396
|
|
||
158
Marqeta
MQ
$1.95B
| $136K | 0.06% |
25,834
-216
|
|
||
159
Acco Brands
ACCO
$354M
| $107K | 0.05% |
26,787
-223
|
|
||
160
TTEC Holdings
TTEC
$171M
| $81.2K | 0.04% |
24,155
-220
|
|
||
161
Ribbon Communications
RBBN
$494M
| $69.9K | 0.03% |
18,402
-243
|
|
||
162
McCormick & Company Non-Voting
MKC
$16.4B
| – | – |
-10,665
|
|
||
|
DRRX
163
DELISTED
DURECT Corp
DRRX
| – | – |
-118,106
|
|
||
|
164
Target
TGT
$47.2B
| – | – |
-2,990
|
|