IIM
Ironwood Investment Management Portfolio holdings
AUM
$206M
1-Year Est. Return
21.74%
1 Year Est. Return
+21.74%
AUM
$183M
AUM Growth
-$17.5M
(-8.7%)
Holding
173
Top Buys
| 1 | +$823K | |
| 2 | +$735K | |
| 3 | +$382K | |
| 4 |
Pfizer
PFE
|
+$317K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
151
Duluth Holdings
DLTH
$114M
| $60.7K | 0.03% |
34,868
-1,095
|
|
||
152
Babcock & Wilcox
BW
$330M
| $54.6K | 0.03% |
81,223
-4,841
|
|
||
|
SUP
153
DELISTED
Superior Industries International
SUP
| $45.8K | 0.03% |
21,494
|
|
||
154
Seres Therapeutics
MCRB
$150M
| $25.5K | 0.01% |
1,825
-154
|
|
||
155
Pacer US Small Cap Cash Cows 100 ETF
CALF
$4.04B
| – | – |
-10,500
|
|
||
|
CKPT
156
DELISTED
Checkpoint Therapeutics
CKPT
| – | – |
-12,566
|
|
||
157
Eaton
ETN
$148B
| – | – |
-716
|
|
||
158
Kornit Digital
KRNT
$698M
| – | – |
-8,825
|
|
||
159
Oracle
ORCL
$802B
| – | – |
-1,211
|
|
||
160
GE Vernova
GEV
$159B
| – | – |
-643
|
|
||
|
B
161
DELISTED
Barnes Group Inc.
B
| – | – |
-24,280
|
|
||
|
SMAR
162
DELISTED
Smartsheet Inc.
SMAR
| – | – |
-11,635
|
|
||
|
MNTX
163
DELISTED
Manitex International, Inc.
MNTX
| – | – |
-91,420
|
|