IIM
Ironwood Investment Management Portfolio holdings
AUM
$238M
1-Year Est. Return
32.48%
This Fund
S&P 500
1 Year Est. Return
+32.48%
AUM
$229M
AUM Growth
+$23.8M
(+12%)
Holding
174
Top Buys
| 1 | +$1.27M | |
| 2 | +$919K | |
| 3 | +$855K | |
| 4 |
AVBC
Avidia Bancorp
AVBC
|
+$822K |
| 5 |
SM Energy
SM
|
+$601K |
Top Sells
| 1 | +$1.79M | |
| 2 | +$809K | |
| 3 | +$374K | |
| 4 |
Target
TGT
|
+$295K |
| 5 |
NCR Atleos
NATL
|
+$281K |
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
$878M
| $204K | 0.09% |
16,711
|
|
||
153
Northfield Bancorp
NFBK
$545M
| $174K | 0.08% |
14,705
-143
|
|
||
154
Talos Energy
TALO
$2.28B
| $153K | 0.07% |
15,940
|
|
||
155
InspireMD
NSPR
$69.9M
| $148K | 0.06% |
61,579
+1,032
|
|
||
156
Newell Brands
NWL
$1.73B
| $146K | 0.06% |
27,852
|
|
||
157
Duluth Holdings
DLTH
$81.5M
| $142K | 0.06% |
36,347
-396
|
|
||
158
Marqeta
MQ
$1.7B
| $136K | 0.06% |
25,834
-216
|
|
||
159
Acco Brands
ACCO
$306M
| $107K | 0.05% |
26,787
-223
|
|
||
160
TTEC Holdings
TTEC
$133M
| $81.2K | 0.04% |
24,155
-220
|
|
||
161
Ribbon Communications
RBBN
$378M
| $69.9K | 0.03% |
18,402
-243
|
|
||
|
DRRX
162
DELISTED
DURECT Corp
DRRX
| – | – |
-118,106
|
|
||
163
McCormick & Company Non-Voting
MKC
$15.4B
| – | – |
-10,665
|
|
||
|
164
Target
TGT
$52.4B
| – | – |
-2,990
|
|